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 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.71K+ 15.85% |
$474K - $560K
|
56.3K
$4.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
7.39K+ 11.3% |
$455K - $537K
|
72.8K
$5.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7.17KNew |
$441K - $521K
|
7.17K
$545K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7.17KNew |
$441K - $521K
|
7.17K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.14K+ 17.15% |
$439K - $519K
|
48.7K
$3.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.05K+ 125.77% |
$434K - $512K
|
12.7K
$962K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.96K+ 14.11% |
$428K - $506K
|
56.3K
$4.28M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
6.86KNew |
$422K - $499K
|
6.86K
$522K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.85K+ 88.01% |
$421K - $497K
|
14.6K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
6.8K+ 26.43% |
$418K - $494K
|
32.5K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.61KNew |
$407K - $480K
|
6.61K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.6KNew |
$406K - $480K
|
6.6K
$502K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.59K+ 24.23% |
$405K - $479K
|
33.8K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
6.51K+ 37.22% |
$401K - $473K
|
24K
$1.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
6.48K+ 13.11% |
$398K - $471K
|
55.9K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.47KNew |
$398K - $470K
|
6.47K
$492K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.47K+ 11.66% |
$398K - $470K
|
62K
$4.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.21K+ 3.37% |
$382K - $451K
|
190K
$14.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
6.2K+ 10.96% |
$382K - $451K
|
62.8K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
6.17K+ 43.76% |
$380K - $449K
|
20.3K
$1.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.13K+ 12.66% |
$377K - $446K
|
54.6K
$4.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
6.13K+ 20.43% |
$377K - $445K
|
36.1K
$2.75M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.06KNew |
$373K - $441K
|
6.06K
$461K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
6K+ 10.24% |
$369K - $436K
|
64.6K
$4.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 7.39% |
$356K - $421K
|
84.1K
$6.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.77KNew |
$355K - $419K
|
5.77K
$439K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.77K+ 52.98% |
$355K - $419K
|
16.7K
$1.27M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.65K+ 55.09% |
$348K - $411K
|
15.9K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.64K+ 9.02% |
$347K - $410K
|
68.2K
$5.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
5.47K+ 394.1% |
$337K - $398K
|
6.86K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5.45K+ 90.72% |
$336K - $396K
|
11.5K
$872K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.44KNew |
$335K - $395K
|
5.44K
$414K
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.41KNew |
$333K - $393K
|
5.41K
$411K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.31K+ 16.97% |
$326K - $386K
|
36.6K
$2.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
5.26KNew |
$323K - $382K
|
5.26K
$400K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.24K+ 22.06% |
$322K - $381K
|
29K
$2.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.23KNew |
$322K - $380K
|
5.23K
$398K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.11K+ 14.41% |
$314K - $371K
|
40.5K
$3.08M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.07K+ 37.05% |
$312K - $368K
|
18.7K
$1.43M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.05KNew |
$311K - $367K
|
5.05K
$384K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.03K+ 17.86% |
$310K - $366K
|
33.2K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.99K+ 4.4% |
$307K - $362K
|
118K
$8.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.98K+ 24.29% |
$306K - $362K
|
25.5K
$1.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
4.98KNew |
$306K - $362K
|
4.98K
$378K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.83KNew |
$297K - $351K
|
4.83K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.83K+ 9.12% |
$297K - $351K
|
57.7K
$4.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.79K+ 5.99% |
$294K - $348K
|
84.7K
$6.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.75KNew |
$292K - $345K
|
4.75K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
4.74KNew |
$292K - $345K
|
4.74K
$360K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.74K+ 3.95% |
$291K - $344K
|
125K
$9.48M
|