Purchases and Sales Made in Q4 2022 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 12, 2023 Q4 2022
Worth Asset Management, LLC

BUY
 -
36K
+ 1269.07%
$2.21M - $2.61M
38.8K $2.95M
Feb 13, 2023 Q4 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
35.2K
New
$2.17M - $2.56M
35.2K $2.68M
Feb 14, 2023 Q4 2022
Paloma Partners Management CO

Greenwich, CT
BUY
 -
35.1K
New
$2.16M - $2.55M
35.1K $2.67M
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
32.7K
+ 411.39%
$2.01M - $2.38M
40.6K $3.09M
Feb 14, 2023 Q4 2022
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
32.4K
New
$1.99M - $2.35M
32.4K $2.46M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
32.1K
+ 6.82%
$1.97M - $2.33M
503K $38.2M
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
32K
+ 64.52%
$1.97M - $2.32M
81.5K $6.2M
Feb 02, 2023 Q4 2022
Ignite Planners, LLC

BUY
 -
31.9K
New
$1.96M - $2.31M
31.9K $2.42M
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

BUY
 -
30.5K
+ 38.08%
$1.87M - $2.21M
110K $8.4M
Jan 31, 2023 Q4 2022
Core Alternative Capital

BUY
 -
29.7K
+ 15975.27%
$1.83M - $2.16M
29.9K $2.27M
Feb 13, 2023 Q4 2022
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
29.4K
+ 38.19%
$1.81M - $2.14M
106K $8.08M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
28.3K
+ 11.93%
$1.74M - $2.06M
266K $20.2M
Jan 20, 2023 Q4 2022
Millburn Ridgefield Corp

BUY
 -
28.3K
+ 137.59%
$1.74M - $2.05M
48.8K $3.71M
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
27.1K
+ 8.54%
$1.67M - $1.97M
344K $26.2M
Feb 09, 2023 Q4 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
26.7K
+ 84.14%
$1.64M - $1.94M
58.4K $4.44M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
26.6K
+ 49.34%
$1.64M - $1.93M
80.5K $6.12M
Jan 19, 2023 Q4 2022
Kovitz Investment Group Partners, LLC

BUY
 -
26.3K
+ 35.71%
$1.62M - $1.91M
99.8K $7.59M
Jan 06, 2023 Q4 2022
Legacy Private Trust Co.

BUY
 -
26.1K
+ 278.59%
$1.6M - $1.89M
35.4K $2.69M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
25.9K
+ 494.71%
$1.59M - $1.88M
31.1K $2.37M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
25K
+ 562.72%
$1.54M - $1.82M
29.5K $2.24M
Jan 25, 2023 Q4 2022
Connective Portfolio Management, LLC

BUY
 -
25K
New
$1.54M - $1.82M
25K $1.9M
Feb 14, 2023 Q4 2022
Sourcerock Group LLC

Denver, CO
BUY
 -
25K
New
$1.54M - $1.82M
25K $1.9M
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
24K
+ 21.31%
$1.47M - $1.74M
136K $10.4M
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
23.4K
+ 120.6%
$1.44M - $1.7M
42.7K $3.25M
Feb 08, 2023 Q4 2022
Moreno Evelyn V

Boston, MA
BUY
 -
23.1K
+ 87.56%
$1.42M - $1.68M
49.5K $3.77M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
23.1K
New
$1.42M - $1.68M
23.1K $1.76M
Feb 09, 2023 Q4 2022
Privium Fund Management (Uk) LTD

BUY
 -
22.4K
New
$1.38M - $1.63M
22.4K $1.7M
Dec 13, 2024 Q4 2022
Smart Wealth LLC

Omaha, NE
BUY
 -
22.3K
New
$1.37M - $1.62M
22.3K $1.69M
Jan 18, 2023 Q4 2022
Wesbanco Bank Inc

BUY
 -
22.2K
+ 353.95%
$1.37M - $1.61M
28.5K $2.17M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
21.7K
+ 38.44%
$1.34M - $1.58M
78.3K $5.95M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
21.4K
New
$1.31M - $1.55M
21.4K $1.62M
Jan 24, 2023 Q4 2022
Caliber Wealth Management, LLC

BUY
 -
21K
New
$1.29M - $1.53M
21K $1.6M
Jan 31, 2023 Q4 2022
Triumph Capital Management

BUY
 -
20.7K
+ 317.07%
$1.27M - $1.51M
27.3K $2.07M
Feb 14, 2023 Q4 2022
Jefferies Financial Group Inc.

New York, NY
BUY
 -
20.6K
New
$1.27M - $1.5M
20.6K $1.57M
Feb 13, 2023 Q4 2022
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
20.5K
New
$1.26M - $1.49M
20.5K $1.56M
Jan 25, 2023 Q4 2022
Wespac Advisors So Cal, LLC

BUY
 -
20.2K
+ 20.07%
$1.24M - $1.47M
121K $9.19M
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
20.1K
+ 208.4%
$1.23M - $1.46M
29.7K $2.26M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
19.3K
New
$1.19M - $1.4M
19.3K $1.47M
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
19.2K
+ 385.55%
$1.18M - $1.39M
24.2K $1.84M
Feb 13, 2023 Q4 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
19.2K
New
$1.18M - $1.39M
19.2K $1.46M
Feb 13, 2023 Q4 2022
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
18.3K
+ 14.5%
$1.12M - $1.33M
144K $11M
Feb 09, 2023 Q4 2022
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
17.8K
New
$1.09M - $1.29M
17.8K $1.35M
Feb 13, 2023 Q4 2022
Quantbot Technologies LP

New York, NY
BUY
 -
17K
New
$1.05M - $1.24M
17K $1.29M
Feb 14, 2023 Q4 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
16.9K
New
$1.04M - $1.23M
16.9K $1.29M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
15.9K
New
$979K - $1.16M
15.9K $1.21M
Jan 30, 2023 Q4 2022
Highview Capital Management LLC

BUY
 -
15.8K
New
$971K - $1.15M
15.8K $1.2M
Feb 14, 2023 Q4 2022
Flaharty Asset Management, LLC

BUY
 -
15.7K
New
$963K - $1.14M
15.7K $1.19M
Feb 08, 2023 Q4 2022
Vectors Research Management, LLC

New York, NY
BUY
 -
15.3K
+ 13.04%
$942K - $1.11M
133K $10.1M
Feb 10, 2023 Q4 2022
Wealth Advisory Solutions, LLC

BUY
 -
15K
New
$925K - $1.09M
15K $1.14M

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