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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-469- 23.06% |
$28.9K - $34.1K
|
1.57K
$119K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-480- 12.38% |
$29.5K - $34.9K
|
3.4K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-480- 2.33% |
$29.5K - $34.9K
|
20.1K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-485- 8.08% |
$29.8K - $35.2K
|
5.52K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-486- 5.92% |
$29.9K - $35.3K
|
7.73K
$587K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-488- 2.72% |
$30K - $35.5K
|
17.4K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-498- 5.2% |
$30.6K - $36.2K
|
9.08K
$690K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-500- 6.85% |
$30.8K - $36.3K
|
6.8K
$517K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 6.61% |
$30.8K - $36.3K
|
7.07K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-500- 9.4% |
$30.8K - $36.3K
|
4.82K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-503- 13.4% |
$30.9K - $36.6K
|
3.25K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-519- 0.59% |
$31.9K - $37.7K
|
87.2K
$6.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-537- 1.39% |
$33K - $39K
|
38.1K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-561- 17.92% |
$34.5K - $40.8K
|
2.57K
$195K
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-567- 16.21% |
$34.9K - $41.2K
|
2.93K
$223K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-580- 7.87% |
$35.7K - $42.1K
|
6.79K
$516K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-608- 12.55% |
$37.4K - $44.2K
|
4.24K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-645- 1.46% |
$39.7K - $46.9K
|
43.7K
$3.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-650- 11.02% |
$40K - $47.2K
|
5.25K
$399K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-650- 23.48% |
$40K - $47.2K
|
2.12K
$161K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-653- 45.1% |
$40.2K - $47.5K
|
795
$60.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-682- 8.04% |
$42K - $49.6K
|
7.8K
$593K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-689- 54.08% |
$42.4K - $50.1K
|
585
$44.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-690- 7.32% |
$42.4K - $50.1K
|
8.74K
$664K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-697- 2.66% |
$42.9K - $50.7K
|
25.5K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-697- 1.81% |
$42.9K - $50.7K
|
37.8K
$2.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-700- 9.77% |
$43.1K - $50.9K
|
6.47K
$491K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-703- 6.09% |
$43.2K - $51.1K
|
10.8K
$824K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-715- 16.37% |
$44K - $52K
|
3.65K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-723- 1.6% |
$44.5K - $52.5K
|
44.5K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-726- 3.54% |
$44.7K - $52.8K
|
19.8K
$1.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-748- 5.43% |
$46K - $54.4K
|
13K
$990K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-761- 26.43% |
$46.8K - $55.3K
|
2.12K
$161K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-782- 1.15% |
$48.1K - $56.8K
|
67K
$5.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-829- 3.01% |
$51K - $60.2K
|
26.7K
$2.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-868- 9.48% |
$53.4K - $63.1K
|
8.29K
$630K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-871- 9.39% |
$53.6K - $63.3K
|
8.41K
$639K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-875- 2.6% |
$53.8K - $63.6K
|
32.8K
$2.5M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-895- 16.39% |
$55.1K - $65K
|
4.56K
$347K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-923- 1.82% |
$56.8K - $67.1K
|
49.8K
$3.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-930- 1.88% |
$57.2K - $67.6K
|
48.6K
$3.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-931- 2.03% |
$57.3K - $67.7K
|
44.9K
$3.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-938- 7.44% |
$57.7K - $68.2K
|
11.7K
$887K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-953- 2.65% |
$58.6K - $69.3K
|
35K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-961- 2.09% |
$59.1K - $69.8K
|
45K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-996- 5.6% |
$61.3K - $72.4K
|
16.8K
$1.28M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 35.71% |
$61.5K - $72.7K
|
1.8K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.01K- 2.75% |
$62K - $73.3K
|
35.6K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.02K- 41.86% |
$62.4K - $73.8K
|
1.41K
$107K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.02K- 2.09% |
$62.8K - $74.1K
|
47.7K
$3.63M
|