Purchases and Sales Made in Q4 2022 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2022. The information is specifically focused on institutions that hold shares of UTILITIES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-156- 4.37% |
$9.6K - $11.3K
|
3.42K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-159- 0.13% |
$9.78K - $11.6K
|
126K
$9.59M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-162- 0.42% |
$9.97K - $11.8K
|
38.1K
$2.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-167- 0.06% |
$10.3K - $12.1K
|
285K
$21.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-168- 1.28% |
$10.3K - $12.2K
|
12.9K
$982K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-168- 2.58% |
$10.3K - $12.2K
|
6.35K
$483K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-172- 2.05% |
$10.6K - $12.5K
|
8.2K
$623K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-173- 3.43% |
$10.6K - $12.6K
|
4.88K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-175- 0.39% |
$10.8K - $12.7K
|
45.3K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-175- 12.95% |
$10.8K - $12.7K
|
1.18K
$89.4K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-176- 1.23% |
$10.8K - $12.8K
|
14.1K
$1.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-177- 1.36% |
$10.9K - $12.9K
|
12.8K
$973K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-178- 12.4% |
$11K - $12.9K
|
1.26K
$95.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-180- 5.76% |
$11.1K - $13.1K
|
2.94K
$224K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-185- 2.36% |
$11.4K - $13.4K
|
7.65K
$581K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-188- 1.38% |
$11.6K - $13.7K
|
13.5K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-190- 2.26% |
$11.7K - $13.8K
|
8.23K
$625K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-192- 0.86% |
$11.8K - $14K
|
22.1K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-195- 0.75% |
$12K - $14.2K
|
25.7K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-198- 3.1% |
$12.2K - $14.4K
|
6.2K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-205- 14.39% |
$12.6K - $14.9K
|
1.22K
$92.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-209- 0.46% |
$12.9K - $15.2K
|
45.1K
$3.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-218- 0.8% |
$13.4K - $15.8K
|
26.9K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-220- 6.78% |
$13.5K - $16K
|
3.02K
$230K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-243- 6.0% |
$14.9K - $17.7K
|
3.81K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-244- 5.29% |
$15K - $17.7K
|
4.37K
$332K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-255- 5.39% |
$15.7K - $18.5K
|
4.48K
$340K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-300- 3.93% |
$18.5K - $21.8K
|
7.33K
$557K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-300- 2.34% |
$18.5K - $21.8K
|
12.5K
$953K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-300- 4.11% |
$18.5K - $21.8K
|
7K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-300- 33.33% |
$18.5K - $21.8K
|
600
$45.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 7.28% |
$18.5K - $21.8K
|
3.82K
$290K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 16.05% |
$18.8K - $22.2K
|
1.6K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-309- 9.29% |
$19K - $22.5K
|
3.02K
$229K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-312- 8.39% |
$19.2K - $22.7K
|
3.41K
$259K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-322- 0.57% |
$19.8K - $23.4K
|
56.5K
$4.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-343- 3.67% |
$21.1K - $24.9K
|
9K
$684K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-350- 10.26% |
$21.5K - $25.4K
|
3.06K
$233K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-365- 53.28% |
$22.5K - $26.5K
|
320
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-373- 7.81% |
$22.9K - $27.1K
|
4.4K
$334K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-375- 2.97% |
$23.1K - $27.3K
|
12.3K
$932K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-375- 3.15% |
$23.1K - $27.3K
|
11.5K
$878K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-389- 6.71% |
$23.9K - $28.3K
|
5.41K
$411K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-399- 1.48% |
$24.5K - $29K
|
26.5K
$2.02M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-439- 5.75% |
$27K - $31.9K
|
7.19K
$547K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-447- 4.23% |
$27.5K - $32.5K
|
10.1K
$769K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-448- 11.99% |
$27.6K - $32.6K
|
3.29K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-450- 11.22% |
$27.7K - $32.7K
|
3.56K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-464- 0.45% |
$28.5K - $33.7K
|
103K
$7.83M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-465- 2.09% |
$28.6K - $33.8K
|
21.8K
$1.65M
|