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
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
15KNew |
$924K - $1.09M
|
15K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.9KNew |
$919K - $1.09M
|
14.9K
$1.14M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14.7K+ 247.84% |
$905K - $1.07M
|
20.6K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
14.6KNew |
$899K - $1.06M
|
14.6K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14.4K+ 97.39% |
$883K - $1.04M
|
29.1K
$2.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
14KNew |
$858K - $1.01M
|
14K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 17.62% |
$857K - $1.01M
|
93K
$7.07M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13.8KNew |
$850K - $1M
|
13.8K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
13.5K+ 10.01% |
$833K - $983K
|
149K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.8KNew |
$788K - $931K
|
12.8K
$974K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.8KNew |
$786K - $928K
|
12.8K
$971K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
12.8K+ 12.36% |
$786K - $928K
|
116K
$8.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
12.6KNew |
$777K - $918K
|
12.6K
$960K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 39.43% |
$776K - $917K
|
44.6K
$3.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
12.5K+ 81.03% |
$770K - $910K
|
28K
$2.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.1KNew |
$744K - $879K
|
12.1K
$920K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
12.1K+ 20.75% |
$742K - $876K
|
70.1K
$5.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9K+ 26.38% |
$733K - $866K
|
57.1K
$4.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.9KNew |
$733K - $865K
|
11.9K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.8K+ 1.84% |
$726K - $857K
|
654K
$49.7M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.7KNew |
$718K - $848K
|
11.7K
$887K
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
11.6KNew |
$713K - $842K
|
11.6K
$881K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.5KNew |
$705K - $832K
|
11.5K
$871K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11.4KNew |
$702K - $829K
|
11.4K
$868K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.3K+ 6.3% |
$696K - $822K
|
191K
$14.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
11.1K+ 2.13% |
$681K - $805K
|
530K
$40.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
10.9KNew |
$668K - $789K
|
10.9K
$826K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.5K+ 126.76% |
$643K - $760K
|
18.7K
$1.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.3KNew |
$631K - $745K
|
10.3K
$780K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.9K+ 28.77% |
$609K - $720K
|
44.3K
$3.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.65KNew |
$594K - $701K
|
9.65K
$734K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9.43K+ 14.45% |
$580K - $685K
|
74.7K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9.31K+ 0.97% |
$573K - $676K
|
972K
$73.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
9.29K+ 102.86% |
$572K - $675K
|
18.3K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.12K+ 33.26% |
$561K - $663K
|
36.6K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
8.97K+ 63.88% |
$552K - $652K
|
23K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.92K+ 15.25% |
$549K - $648K
|
67.4K
$5.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.89K+ 42.07% |
$547K - $646K
|
30K
$2.28M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.64K+ 6.96% |
$531K - $628K
|
133K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.52KNew |
$524K - $619K
|
8.52K
$648K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.39K+ 29.41% |
$516K - $610K
|
36.9K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
8.38K+ 163.36% |
$516K - $609K
|
13.5K
$1.03M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.38K+ 128.21% |
$515K - $609K
|
14.9K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.35K+ 10.57% |
$513K - $607K
|
87.3K
$6.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.31K+ 8.25% |
$511K - $604K
|
109K
$8.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.18K+ 8.44% |
$503K - $595K
|
105K
$7.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.12KNew |
$500K - $590K
|
8.12K
$617K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
8.1K+ 52.59% |
$498K - $589K
|
23.5K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.02K+ 4.09% |
$493K - $582K
|
204K
$15.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
8KNew |
$492K - $581K
|
8K
$608K
|