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
|
Ae Wealth Management LLC
|
BUY
|
- |
97.1K+ 37.03% |
$5.97M - $7.06M
|
359K
$27.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
94.5K+ 85.66% |
$5.82M - $6.87M
|
205K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
89.7KNew |
$5.52M - $6.52M
|
89.7K
$6.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
85.4K+ 14.43% |
$5.25M - $6.2M
|
677K
$51.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
84.7K+ 17.53% |
$5.21M - $6.16M
|
568K
$43.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
83KNew |
$5.11M - $6.03M
|
83K
$6.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.9K+ 32.23% |
$5.1M - $6.02M
|
340K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
82.5K+ 140.15% |
$5.08M - $6M
|
141K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
81.2KNew |
$4.99M - $5.9M
|
81.2K
$6.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
79.1K+ 110.77% |
$4.87M - $5.75M
|
150K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
73.3K+ 25.6% |
$4.51M - $5.33M
|
360K
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
72.1K+ 289.36% |
$4.44M - $5.24M
|
97K
$7.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
65.3KNew |
$4.02M - $4.75M
|
65.3K
$4.97M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
65K+ 294.06% |
$4M - $4.72M
|
87.1K
$6.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
64.1KNew |
$3.94M - $4.66M
|
64.1K
$4.87M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
64.1KNew |
$3.94M - $4.66M
|
64.1K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
63.7K+ 689.83% |
$3.92M - $4.63M
|
73K
$5.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
60.6KNew |
$3.73M - $4.41M
|
60.6K
$4.61M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
58KNew |
$3.57M - $4.21M
|
58K
$4.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
57.9KNew |
$3.56M - $4.21M
|
57.9K
$4.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
57.4KNew |
$3.53M - $4.17M
|
57.4K
$4.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
56.2KNew |
$3.46M - $4.09M
|
56.2K
$4.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
53.8KNew |
$3.31M - $3.91M
|
53.8K
$4.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.3K+ 30.0% |
$3.28M - $3.87M
|
231K
$17.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
52.2KNew |
$3.21M - $3.79M
|
52.2K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
50KNew |
$3.08M - $3.63M
|
50K
$3.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
48.4K+ 41.55% |
$2.98M - $3.52M
|
165K
$12.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
48.3KNew |
$2.97M - $3.51M
|
48.3K
$3.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
48K+ 244.74% |
$2.95M - $3.49M
|
67.7K
$5.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
48KNew |
$2.95M - $3.49M
|
48K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.6K+ 105.12% |
$2.87M - $3.39M
|
90.9K
$6.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
46.5KNew |
$2.86M - $3.38M
|
46.5K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
45.3KNew |
$2.79M - $3.29M
|
45.3K
$3.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
43.4KNew |
$2.67M - $3.16M
|
43.4K
$3.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
42.8K+ 15.38% |
$2.64M - $3.11M
|
321K
$24.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
42.6KNew |
$2.62M - $3.1M
|
42.6K
$3.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
42.5KNew |
$2.61M - $3.09M
|
42.5K
$3.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
41.6KNew |
$2.56M - $3.02M
|
41.6K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41KNew |
$2.52M - $2.98M
|
41K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
41KNew |
$2.52M - $2.98M
|
41K
$3.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.6K+ 62.1% |
$2.5M - $2.95M
|
106K
$8.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
40.4K+ 188.52% |
$2.49M - $2.94M
|
61.9K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
40.2K+ 200.42% |
$2.47M - $2.92M
|
60.3K
$4.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
40.1KNew |
$2.47M - $2.91M
|
40.1K
$3.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
40K+ 148.69% |
$2.46M - $2.9M
|
66.8K
$5.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
39.2K+ 44.92% |
$2.41M - $2.85M
|
126K
$9.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38.3K+ 26022.45% |
$2.35M - $2.78M
|
38.4K
$2.92M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37K+ 10.12% |
$2.28M - $2.69M
|
403K
$30.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
36.7KNew |
$2.25M - $2.66M
|
36.7K
$2.79M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
36.3K+ 130.74% |
$2.23M - $2.64M
|
64.1K
$4.87M
|