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 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.03K- 2.02% |
$63.1K - $74.6K
|
49.8K
$3.78M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.04K- 14.58% |
$63.7K - $75.2K
|
6.06K
$461K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.07K- 33.39% |
$65.5K - $77.4K
|
2.13K
$162K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.07K- 96.57% |
$65.8K - $77.7K
|
38
$2.89K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.1K- 25.46% |
$67.4K - $79.6K
|
3.21K
$244K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.1K- 31.7% |
$67.5K - $79.8K
|
2.37K
$180K
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-1.11K- 5.7% |
$68.3K - $80.7K
|
18.4K
$1.4M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.12K- 3.68% |
$68.6K - $81K
|
29.2K
$2.22M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.14K- 2.71% |
$70.1K - $82.8K
|
41K
$3.12M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.15K- 26.25% |
$70.6K - $83.4K
|
3.22K
$245K
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 7.27% |
$71.4K - $84.4K
|
14.8K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.17K- 16.9% |
$72.2K - $85.3K
|
5.77K
$439K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.18K- 43.66% |
$72.6K - $85.8K
|
1.52K
$116K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 6.98% |
$72.7K - $85.9K
|
15.7K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 95.96% |
$73K - $86.3K
|
50
$3.8K
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.24K- 20.1% |
$76.3K - $90.1K
|
4.93K
$375K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 29.94% |
$77K - $90.9K
|
2.93K
$223K
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.28K- 29.9% |
$78.9K - $93.2K
|
3.01K
$229K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.29K- 4.63% |
$79.2K - $93.5K
|
26.5K
$2.02M
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.3K- 2.1% |
$79.9K - $94.3K
|
60.5K
$4.6M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.32K- 8.27% |
$81.5K - $96.2K
|
14.7K
$1.12M
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-1.34K- 97.52% |
$82.2K - $97.1K
|
34
$2.58K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.41K- 9.91% |
$86.9K - $103K
|
12.9K
$977K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.42K- 36.1% |
$87.4K - $103K
|
2.51K
$191K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 10.16% |
$88K - $104K
|
12.6K
$961K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.43K- 7.39% |
$88K - $104K
|
17.9K
$1.36M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 14.47% |
$89.1K - $105K
|
8.56K
$651K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.48K- 2.59% |
$90.8K - $107K
|
55.6K
$4.22M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.49K- 1.49% |
$91.7K - $108K
|
98.7K
$7.5M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.5K- 18.04% |
$92.1K - $109K
|
6.8K
$517K
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.54K- 1.05% |
$94.5K - $112K
|
145K
$11M
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.55K- 8.98% |
$95.4K - $113K
|
15.7K
$1.19M
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-1.55K- 32.09% |
$95.5K - $113K
|
3.29K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.59K- 7.24% |
$97.9K - $116K
|
20.4K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.67K- 7.61% |
$103K - $121K
|
20.2K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.71K- 5.15% |
$105K - $124K
|
31.5K
$2.39M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.71K- 9.16% |
$105K - $124K
|
17K
$1.29M
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.76K- 4.89% |
$108K - $128K
|
34.3K
$2.61M
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 11.78% |
$115K - $136K
|
14K
$1.07M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 1.51% |
$117K - $139K
|
124K
$9.44M
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.98K- 13.24% |
$122K - $144K
|
13K
$989K
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2K- 4.21% |
$123K - $145K
|
45.5K
$3.46M
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.03K- 8.28% |
$125K - $148K
|
22.5K
$1.71M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.06K- 22.04% |
$127K - $150K
|
7.3K
$555K
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-2.09K- 4.43% |
$129K - $152K
|
45K
$3.42M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.12K- 4.77% |
$130K - $154K
|
42.2K
$3.21M
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.13K- 2.37% |
$131K - $155K
|
87.9K
$6.68M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.13K- 2.86% |
$131K - $155K
|
72.4K
$5.5M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.15K- 35.64% |
$132K - $156K
|
3.88K
$295K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.17K- 99.31% |
$133K - $158K
|
15
$1.14K
|