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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.28KNew |
$202K - $238K
|
3.28K
$249K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.26KNew |
$201K - $237K
|
3.26K
$248K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.26KNew |
$201K - $237K
|
3.26K
$248K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.21KNew |
$197K - $233K
|
3.21K
$244K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
3.2K+ 28.13% |
$197K - $233K
|
14.6K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.16KNew |
$194K - $230K
|
3.16K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.11KNew |
$192K - $226K
|
3.11K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.11KNew |
$192K - $226K
|
3.11K
$237K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.11KNew |
$191K - $226K
|
3.11K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.1KNew |
$191K - $225K
|
3.1K
$236K
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
3.08KNew |
$190K - $224K
|
3.08K
$234K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 33.62% |
$188K - $222K
|
12.2K
$924K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.05KNew |
$188K - $222K
|
3.05K
$232K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.05K+ 22.34% |
$187K - $221K
|
16.7K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.03KNew |
$186K - $220K
|
3.03K
$230K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 77.13% |
$186K - $220K
|
6.95K
$528K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.02K+ 12.44% |
$186K - $219K
|
27.3K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
3.02KNew |
$185K - $219K
|
3.02K
$229K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.98K+ 6.21% |
$183K - $217K
|
51K
$3.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.97KNew |
$183K - $216K
|
2.97K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.94KNew |
$181K - $214K
|
2.94K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.94KNew |
$181K - $214K
|
2.94K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.92K+ 29.23% |
$180K - $212K
|
12.9K
$982K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
2.9KNew |
$178K - $211K
|
2.9K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.88K+ 13.98% |
$177K - $209K
|
23.5K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.88K+ 75.31% |
$177K - $209K
|
6.7K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.87KNew |
$176K - $208K
|
2.87K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.86K+ 258.02% |
$176K - $208K
|
3.97K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.86KNew |
$176K - $208K
|
2.86K
$218K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.84KNew |
$175K - $207K
|
2.84K
$216K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.77K+ 13.79% |
$170K - $201K
|
22.9K
$1.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 86.83% |
$168K - $199K
|
5.89K
$447K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.64K+ 10.79% |
$162K - $192K
|
27.1K
$2.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.64K+ 27.32% |
$162K - $191K
|
12.3K
$934K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.63K+ 6.63% |
$162K - $191K
|
42.3K
$3.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.62K+ 30.29% |
$161K - $190K
|
11.3K
$857K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.62K+ 49.11% |
$161K - $190K
|
7.96K
$605K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.6K+ 19.39% |
$160K - $189K
|
16K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.6K+ 6.38% |
$160K - $189K
|
43.4K
$3.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.59K+ 3.44% |
$159K - $188K
|
77.8K
$5.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.53K+ 1.8% |
$155K - $184K
|
143K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.51K+ 15.4% |
$155K - $183K
|
18.8K
$1.43M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.5K+ 21.98% |
$154K - $181K
|
13.9K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.49K+ 34.11% |
$153K - $181K
|
9.79K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.49K+ 14.74% |
$153K - $181K
|
19.3K
$1.47M
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.45K+ 22.63% |
$151K - $178K
|
13.3K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
2.41K+ 9.78% |
$149K - $175K
|
27.1K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 16.48% |
$148K - $174K
|
17K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.32K+ 3.6% |
$142K - $168K
|
66.7K
$5.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.29K+ 2.66% |
$141K - $166K
|
88.3K
$6.71M
|