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 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.17K- 10.13% |
$133K - $158K
|
19.2K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.19K- 14.4% |
$134K - $159K
|
13K
$987K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.25K- 11.18% |
$139K - $164K
|
17.9K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.3K- 25.27% |
$141K - $167K
|
6.8K
$517K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.32K- 36.23% |
$142K - $168K
|
4.08K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 0.75% |
$147K - $174K
|
318K
$24.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.49K- 42.3% |
$153K - $181K
|
3.4K
$259K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.52K- 24.83% |
$155K - $183K
|
7.64K
$581K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.53K- 9.26% |
$156K - $184K
|
24.8K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.58K- 3.31% |
$158K - $187K
|
75.2K
$5.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.66K- 7.96% |
$164K - $193K
|
30.8K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.69K- 0.48% |
$166K - $196K
|
556K
$42.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.79K- 35.38% |
$172K - $203K
|
5.1K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.81K- 54.58% |
$173K - $204K
|
2.34K
$178K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.88K- 25.44% |
$177K - $209K
|
8.44K
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3K- 0.97% |
$184K - $218K
|
307K
$23.3M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.03K- 1.19% |
$186K - $220K
|
252K
$19.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-3.06K- 11.09% |
$188K - $222K
|
24.5K
$1.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-3.11K- 27.6% |
$192K - $226K
|
8.17K
$621K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.12K- 21.79% |
$192K - $226K
|
11.2K
$850K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-3.15K- 1.46% |
$194K - $229K
|
213K
$16.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.2K- 9.14% |
$197K - $232K
|
31.8K
$2.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-3.25K- 2.05% |
$200K - $236K
|
155K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.27K- 34.26% |
$201K - $238K
|
6.28K
$477K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-3.3K- 21.43% |
$203K - $240K
|
12.1K
$920K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.45K- 27.28% |
$212K - $251K
|
9.19K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.5K- 8.21% |
$215K - $254K
|
39.1K
$2.97M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.51K- 14.8% |
$216K - $255K
|
20.2K
$1.53M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.56K- 93.96% |
$219K - $259K
|
229
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-3.67K- 29.73% |
$226K - $266K
|
8.67K
$659K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.67K- 9.99% |
$226K - $267K
|
33.1K
$2.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-3.7K- 1.28% |
$227K - $269K
|
285K
$21.6M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-3.95K- 8.51% |
$243K - $287K
|
42.5K
$3.23M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.96KClosed |
$243K - $288K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.1K- 8.95% |
$252K - $298K
|
41.7K
$3.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.12K- 18.09% |
$253K - $299K
|
18.6K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.18K- 20.66% |
$257K - $303K
|
16K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.39K- 22.26% |
$270K - $319K
|
15.3K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.39K- 18.02% |
$270K - $319K
|
20K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.4K- 46.62% |
$271K - $320K
|
5.04K
$383K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 52.53% |
$277K - $327K
|
4.07K
$309K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.73K- 54.06% |
$291K - $344K
|
4.02K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-4.73K- 38.57% |
$291K - $344K
|
7.53K
$573K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.93K- 13.3% |
$303K - $358K
|
32.1K
$2.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-5.11K- 46.82% |
$314K - $371K
|
5.81K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-5.24K- 18.54% |
$322K - $381K
|
23K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-5.52K- 58.85% |
$340K - $401K
|
3.86K
$294K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.76K- 19.04% |
$355K - $419K
|
24.5K
$1.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.8K- 28.83% |
$357K - $422K
|
14.3K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.93K- 17.17% |
$365K - $431K
|
28.6K
$2.17M
|