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 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-17.4K- 41.59% |
$1.07M - $1.27M
|
24.5K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-17.7K- 14.48% |
$1.09M - $1.29M
|
105K
$7.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.1K- 18.19% |
$1.18M - $1.39M
|
86.1K
$6.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-19.2K- 14.2% |
$1.18M - $1.39M
|
116K
$8.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-19.9K- 33.08% |
$1.22M - $1.45M
|
40.2K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-20.5K- 10.22% |
$1.26M - $1.49M
|
180K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20.6K- 68.81% |
$1.27M - $1.5M
|
9.33K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-21K- 12.19% |
$1.29M - $1.52M
|
151K
$11.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-21.9K- 48.56% |
$1.35M - $1.59M
|
23.2K
$1.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-22.6K- 23.97% |
$1.39M - $1.64M
|
71.5K
$5.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-22.7K- 6.04% |
$1.4M - $1.65M
|
353K
$26.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.8K- 57.53% |
$1.59M - $1.88M
|
19.1K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-27.8K- 36.55% |
$1.71M - $2.02M
|
48.2K
$3.67M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27.9K- 85.9% |
$1.71M - $2.03M
|
4.58K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-29.5K- 8.4% |
$1.82M - $2.15M
|
322K
$24.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-32K- 24.56% |
$1.97M - $2.32M
|
98.2K
$7.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-35K- 30.28% |
$2.15M - $2.54M
|
80.6K
$6.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-35.1K- 98.58% |
$2.16M - $2.55M
|
506
$38.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-35.3K- 54.05% |
$2.17M - $2.56M
|
30K
$2.28M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-35.6K- 66.65% |
$2.19M - $2.58M
|
17.8K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.1K- 5.82% |
$2.22M - $2.63M
|
585K
$44.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-37.9K- 30.43% |
$2.33M - $2.75M
|
86.6K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-38.4K- 51.24% |
$2.36M - $2.79M
|
36.6K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-38.5K- 31.55% |
$2.37M - $2.8M
|
83.5K
$6.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-38.9K- 99.68% |
$2.39M - $2.82M
|
125
$9.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-39.2K- 60.02% |
$2.41M - $2.85M
|
26.1K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-40.2KClosed |
$2.47M - $2.92M
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.4K- 0.96% |
$2.49M - $2.94M
|
4.16M
$316M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-41.5K- 68.79% |
$2.55M - $3.01M
|
18.8K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-42.6K- 39.34% |
$2.62M - $3.09M
|
65.6K
$4.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-43.2K- 90.66% |
$2.66M - $3.14M
|
4.46K
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-49.1K- 63.6% |
$3.02M - $3.57M
|
28.1K
$2.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-52.1K- 80.98% |
$3.21M - $3.79M
|
12.2K
$931K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-53.7K- 51.14% |
$3.3M - $3.9M
|
51.3K
$3.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.1K- 20.13% |
$3.33M - $3.93M
|
215K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-55.2K- 32.7% |
$3.39M - $4.01M
|
114K
$8.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-57.4K- 80.23% |
$3.53M - $4.17M
|
14.1K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-58.9K- 61.14% |
$3.62M - $4.28M
|
37.4K
$2.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-59K- 48.49% |
$3.63M - $4.29M
|
62.7K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-60.3K- 51.64% |
$3.71M - $4.39M
|
56.5K
$4.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-61.4K- 5.62% |
$3.77M - $4.46M
|
1.03M
$78.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-61.6K- 94.94% |
$3.79M - $4.47M
|
3.28K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-62.3K- 66.53% |
$3.83M - $4.53M
|
31.3K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-62.6K- 10.73% |
$3.85M - $4.55M
|
521K
$39.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-64.6K- 93.84% |
$3.98M - $4.7M
|
4.25K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-68.8K- 17.24% |
$4.23M - $5M
|
330K
$25.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-70K- 3.12% |
$4.31M - $5.09M
|
2.18M
$166M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-71.3K- 74.3% |
$4.38M - $5.18M
|
24.6K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-80.8K- 3.31% |
$4.97M - $5.87M
|
2.36M
$179M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-84.8K- 98.23% |
$5.22M - $6.17M
|
1.53K
$117K
|