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 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.14K- 9.64% |
$378K - $446K
|
57.6K
$4.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-6.15K- 5.25% |
$379K - $447K
|
111K
$8.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.21K- 42.23% |
$382K - $451K
|
8.5K
$646K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-6.22K- 21.69% |
$383K - $452K
|
22.5K
$1.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.45K- 17.11% |
$397K - $469K
|
31.2K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.57K- 6.76% |
$404K - $477K
|
90.5K
$6.88M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.59K- 64.62% |
$405K - $479K
|
3.61K
$274K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.72K- 40.47% |
$414K - $489K
|
9.89K
$752K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-6.78K- 68.91% |
$417K - $492K
|
3.06K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.89K- 80.58% |
$424K - $500K
|
1.66K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-7.06K- 32.91% |
$434K - $513K
|
14.4K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.09K- 54.31% |
$436K - $515K
|
5.96K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.25K- 1.77% |
$446K - $527K
|
403K
$30.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.76K- 27.75% |
$477K - $564K
|
20.2K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.8K- 12.85% |
$480K - $567K
|
52.9K
$4.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.92K- 61.53% |
$487K - $575K
|
4.95K
$376K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-8.1K- 9.51% |
$499K - $589K
|
77.1K
$5.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.23K- 17.22% |
$506K - $598K
|
39.5K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.41K- 14.82% |
$518K - $611K
|
48.3K
$3.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.87K- 13.42% |
$546K - $645K
|
57.2K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.05K- 6.11% |
$557K - $658K
|
139K
$10.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-9.39K- 54.5% |
$578K - $683K
|
7.84K
$596K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-9.4K- 28.16% |
$578K - $683K
|
24K
$1.82M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.62K- 21.76% |
$592K - $699K
|
34.6K
$2.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9.84K- 45.97% |
$605K - $715K
|
11.6K
$879K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.88K- 56.15% |
$608K - $718K
|
7.71K
$586K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.98K- 11.4% |
$614K - $725K
|
77.6K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-10.2K- 67.23% |
$625K - $738K
|
4.95K
$376K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-10.2K- 57.96% |
$628K - $742K
|
7.4K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.7K- 18.05% |
$657K - $777K
|
48.5K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11K- 42.59% |
$674K - $797K
|
14.8K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.5K- 42.84% |
$709K - $837K
|
15.4K
$1.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-11.6K- 9.88% |
$711K - $840K
|
105K
$8.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12K- 7.83% |
$737K - $870K
|
141K
$10.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-12K- 98.36% |
$738K - $872K
|
200
$15.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-12.3K- 30.81% |
$759K - $896K
|
27.7K
$2.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-12.5K- 22.34% |
$768K - $907K
|
43.4K
$3.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 5.5% |
$769K - $908K
|
215K
$16.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-13.4K- 3.7% |
$823K - $972K
|
348K
$26.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.5K- 30.84% |
$831K - $982K
|
30.3K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.8K- 66.75% |
$847K - $1M
|
6.86K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-13.9K- 8.7% |
$852K - $1.01M
|
145K
$11.1M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14K- 89.88% |
$863K - $1.02M
|
1.58K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.1K- 6.37% |
$866K - $1.02M
|
207K
$15.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-14.3K- 4.95% |
$878K - $1.04M
|
274K
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-14.6K- 78.68% |
$900K - $1.06M
|
3.96K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 17.04% |
$948K - $1.12M
|
75K
$5.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-16.2K- 15.53% |
$996K - $1.18M
|
88.1K
$6.69M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-16.3K- 84.3% |
$1M - $1.18M
|
3.03K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-17K- 4.83% |
$1.04M - $1.23M
|
335K
$25.4M
|