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 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.28K
+ 107.86%
$140K - $165K
4.39K $334K
Feb 02, 2023 Q4 2022
Neirg Wealth Management, LLC

BUY
 -
2.22K
+ 1.12%
$137K - $162K
200K $15.2M
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.19K
+ 3.67%
$135K - $159K
61.9K $4.7M
Jan 23, 2023 Q4 2022
Tap Consulting, LLC

BUY
 -
2.17K
+ 4.71%
$133K - $158K
48.2K $3.67M
Feb 08, 2023 Q4 2022
Advisors Preferred, LLC

Rockville, MD
BUY
 -
2.16K
New
$133K - $157K
2.16K $164K
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
2.15K
New
$132K - $156K
2.15K $164K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
2.12K
New
$130K - $154K
2.12K $161K
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.1K
+ 25.73%
$129K - $153K
10.3K $781K
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
2.07K
+ 3.72%
$127K - $151K
57.8K $4.39M
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
2.05K
+ 4.39%
$126K - $149K
48.7K $3.7M
Feb 06, 2023 Q4 2022
Meitav Dash Investments LTD

BUY
 -
2.01K
+ 0.47%
$123K - $146K
431K $32.8M
Jan 25, 2023 Q4 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.97K
+ 5.28%
$121K - $143K
39.3K $2.99M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
1.97K
+ 2.77%
$121K - $143K
72.9K $5.54M
Jan 12, 2023 Q4 2022
Peoples Financial Services Corp.

BUY
 -
1.95K
+ 11.62%
$120K - $142K
18.8K $1.43M
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
1.87K
New
$115K - $136K
1.87K $142K
Feb 14, 2023 Q4 2022
Interchange Capital Partners, LLC

BUY
 -
1.86K
+ 32.11%
$114K - $135K
7.66K $582K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
1.85K
New
$114K - $135K
1.85K $141K
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.84K
+ 22.81%
$113K - $133K
9.88K $751K
Jan 18, 2023 Q4 2022
Central Bank & Trust CO

BUY
 -
1.81K
+ 8.77%
$111K - $132K
22.5K $1.71M
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.81K
+ 45.05%
$111K - $132K
5.83K $443K
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.72K
+ 2.84%
$106K - $125K
62.4K $4.75M
Feb 14, 2023 Q4 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
1.68K
+ 0.33%
$103K - $122K
513K $39M
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
1.67K
+ 293.68%
$103K - $122K
2.24K $171K
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
1.66K
+ 4.92%
$102K - $121K
35.5K $2.7M
Feb 01, 2023 Q4 2022
Bfsg, LLC

BUY
 -
1.63K
+ 31.79%
$100K - $118K
6.75K $513K
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
1.61K
+ 7.44%
$99K - $117K
23.2K $1.77M
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
1.58K
+ 24.98%
$97.3K - $115K
7.91K $602K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
1.58K
New
$97.1K - $115K
1.58K $120K
Feb 08, 2023 Q4 2022
Cohen Lawrence B

Boston, MA
BUY
 -
1.53K
+ 9.22%
$94.3K - $111K
18.2K $1.38M
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.51K
+ 8.52%
$93.1K - $110K
19.3K $1.47M
Feb 14, 2023 Q4 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
1.5K
+ 38.91%
$92.3K - $109K
5.36K $407K
Feb 13, 2023 Q4 2022
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.47K
+ 24.81%
$90.4K - $107K
7.39K $562K
Dec 26, 2024 Q4 2022
Cypress Capital, LLC

BUY
 -
1.47K
+ 31.67%
$90.4K - $107K
6.11K $464K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.46K
New
$89.8K - $106K
1.46K $111K
Feb 01, 2023 Q4 2022
Private Portfolio Partners LLC

BUY
 -
1.43K
+ 11.14%
$88.1K - $104K
14.3K $1.09M
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
1.4K
+ 3.33%
$85.9K - $101K
43.3K $3.29M
Feb 14, 2023 Q4 2022
Alphadyne Asset Management LP

New York, NY
BUY
 -
1.39K
+ 12.4%
$85.8K - $101K
12.6K $960K
Feb 14, 2023 Q4 2022
Putnam Investments LLC

Boston, MA
BUY
 -
1.38K
+ 1.09%
$84.7K - $100K
128K $9.71M
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
1.38K
New
$84.6K - $99.9K
1.38K $105K
Jan 20, 2023 Q4 2022
Stone Point Wealth LLC

BUY
 -
1.38K
+ 13.02%
$84.6K - $99.9K
11.9K $907K
Feb 13, 2023 Q4 2022
Jacobi Capital Management LLC

BUY
 -
1.3K
+ 8.79%
$79.8K - $94.3K
16K $1.22M
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
1.27K
+ 4.0%
$78K - $92.1K
33K $2.51M
Jan 18, 2023 Q4 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
1.25K
+ 15.96%
$76.7K - $90.6K
9.06K $689K
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.22K
+ 3.7%
$75.2K - $88.8K
34.3K $2.6M
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.21K
+ 18.92%
$74.3K - $87.7K
7.59K $577K
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
1.16K
+ 3.11%
$71.2K - $84.1K
38.3K $2.91M
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
1.15K
+ 6.76%
$70.6K - $83.4K
18.1K $1.38M
Jan 30, 2023 Q4 2022
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
1.13K
+ 8.49%
$69.5K - $82.1K
14.4K $1.1M
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.08K
+ 7.83%
$66.5K - $78.6K
14.9K $1.13M

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