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 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.67K+ 23.89% |
$287K - $339K
|
24.2K
$1.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.62K+ 17.55% |
$284K - $335K
|
30.9K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.61KNew |
$284K - $335K
|
4.61K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.55KNew |
$280K - $331K
|
4.55K
$346K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.53K+ 12.11% |
$278K - $329K
|
41.9K
$3.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.5KNew |
$277K - $327K
|
4.5K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.41K+ 61.94% |
$271K - $321K
|
11.5K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.35K+ 22.27% |
$268K - $316K
|
23.9K
$1.82M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$267K - $315K
|
4.33K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.31K+ 383.97% |
$265K - $313K
|
5.44K
$413K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
4.29K+ 41.6% |
$264K - $312K
|
14.6K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.27KNew |
$263K - $310K
|
4.27K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.24K+ 9.57% |
$261K - $308K
|
48.5K
$3.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
4.24KNew |
$261K - $308K
|
4.24K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
4.22K+ 5.83% |
$260K - $307K
|
76.7K
$5.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
4.14KNew |
$255K - $301K
|
4.14K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.12K+ 5.21% |
$253K - $299K
|
83.1K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.1K+ 236.54% |
$252K - $298K
|
5.84K
$444K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.1K+ 1.79% |
$252K - $298K
|
233K
$17.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
4.04K+ 6.59% |
$249K - $294K
|
65.4K
$4.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.04K+ 39.31% |
$248K - $293K
|
14.3K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
4.02K+ 37.46% |
$247K - $292K
|
14.7K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.01K+ 8.88% |
$247K - $291K
|
49.1K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
4KNew |
$246K - $291K
|
4K
$304K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.98K+ 11.39% |
$245K - $289K
|
38.9K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.95KNew |
$243K - $287K
|
3.95K
$301K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.85KNew |
$237K - $280K
|
3.85K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.85KNew |
$237K - $280K
|
3.85K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.78K+ 18.44% |
$233K - $275K
|
24.3K
$1.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.76KNew |
$231K - $273K
|
3.76K
$286K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.74KNew |
$230K - $272K
|
3.74K
$284K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.74K+ 5.75% |
$230K - $271K
|
68.7K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.73K+ 4.9% |
$230K - $271K
|
80K
$6.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
3.7K+ 26.66% |
$228K - $269K
|
17.6K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
3.68KNew |
$227K - $268K
|
3.68K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.68KNew |
$226K - $267K
|
3.68K
$280K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
3.67K+ 13.57% |
$226K - $267K
|
30.7K
$2.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.56KNew |
$219K - $259K
|
3.56K
$271K
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
3.53K+ 28.01% |
$217K - $257K
|
16.1K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.5KNew |
$215K - $254K
|
3.5K
$266K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.48KNew |
$214K - $253K
|
3.48K
$265K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.45K+ 21.2% |
$212K - $251K
|
19.7K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.44K+ 14.45% |
$212K - $250K
|
27.3K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.44K+ 24.39% |
$211K - $250K
|
17.5K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.43K+ 34.29% |
$211K - $249K
|
13.4K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3.41KNew |
$210K - $248K
|
3.41K
$259K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.41KNew |
$210K - $248K
|
3.41K
$259K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.38K+ 52.89% |
$208K - $245K
|
9.77K
$742K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.37KNew |
$208K - $245K
|
3.37K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.36K+ 45.94% |
$207K - $244K
|
10.7K
$811K
|