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
Feb 14, 2023 Q4 2022
Treynor Bancshares, Inc.

BUY
 -
1.08K
+ 10.38%
$66.5K - $78.6K
11.5K $874K
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
BUY
 -
1.07K
+ 4.06%
$65.5K - $77.4K
27.3K $2.07M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
1.06K
+ 1.45%
$65.3K - $77.2K
74.1K $5.63M
Feb 07, 2023 Q4 2022
Keystone Financial Group

BUY
 -
1.06K
+ 16.56%
$64.9K - $76.7K
7.43K $565K
Feb 06, 2023 Q4 2022
Gyroscope Capital Management Group, LLC

BUY
 -
1.02K
+ 8.27%
$62.6K - $73.9K
13.3K $1.01M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.02K
+ 4.7%
$62.6K - $73.9K
22.7K $1.72M
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

BUY
 -
1.02K
+ 8.31%
$62.6K - $73.9K
13.3K $1.01M
Feb 06, 2023 Q4 2022
Heritage Wealth Advisors

BUY
 -
968
+ 4.51%
$59.6K - $70.3K
22.4K $1.71M
Dec 12, 2024 Q4 2022
Heritage Wealth Advisors

BUY
 -
968
+ 4.51%
$59.6K - $70.3K
22.4K $1.71M
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
964
+ 385.6%
$59.3K - $70.1K
1.21K $92.3K
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
930
+ 9.12%
$57.2K - $67.6K
11.1K $846K
Feb 16, 2023 Q4 2022
Ascent Group, LLC

BUY
 -
910
+ 8.23%
$56K - $66.1K
12K $910K
Jan 25, 2023 Q4 2022
Sageworth Trust CO

BUY
 -
898
+ 15.32%
$55.2K - $65.3K
6.76K $514K
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
884
+ 131.16%
$54.4K - $64.2K
1.56K $118K
Feb 13, 2023 Q4 2022
Maple Capital Management, Inc.

BUY
 -
884
+ 16.22%
$54.4K - $64.2K
6.33K $482K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
883
+ 3.59%
$54.3K - $64.2K
25.4K $1.93M
Feb 13, 2023 Q4 2022
Lokken Investment Group LLC

BUY
 -
880
+ 4.4%
$54.1K - $63.9K
20.9K $1.59M
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
857
+ 78.62%
$52.7K - $62.3K
1.95K $148K
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
853
+ 8.34%
$52.5K - $62K
11.1K $842K
Jan 20, 2023 Q4 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
846
+ 2.87%
$52K - $61.5K
30.4K $2.31M
Jan 25, 2023 Q4 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
844
+ 18.76%
$51.9K - $61.3K
5.34K $406K
Jul 19, 2024 Q4 2022
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
836
+ 1466.67%
$51.4K - $60.8K
893 $67.9K
Jan 23, 2023 Q4 2022
Bnc Wealth Management, LLC

BUY
 -
834
+ 15.86%
$51.3K - $60.6K
6.09K $463K
Jan 31, 2023 Q4 2022
Atticus Wealth Management, LLC

BUY
 -
829
+ 9.88%
$51K - $60.2K
9.22K $701K
Feb 07, 2023 Q4 2022
Investment House LLC

Las Vegas, NV
BUY
 -
825
+ 13.36%
$50.8K - $60K
7K $532K
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
816
+ 3.27%
$50.2K - $59.3K
25.8K $1.96M
Jan 18, 2023 Q4 2022
Aries Wealth Management

BUY
 -
805
+ 16.52%
$49.5K - $58.5K
5.68K $432K
May 24, 2023 Q4 2022
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
798
New
$49.1K - $58K
798 $60.7K
Feb 08, 2023 Q4 2022
Connolly Sarah T.

Boston, MA
BUY
 -
796
+ 7.11%
$49K - $57.8K
12K $911K
Feb 09, 2023 Q4 2022
Scotia Capital Inc.

BUY
 -
792
+ 8.46%
$48.7K - $57.6K
10.2K $772K
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
765
+ 2.1%
$47.1K - $55.6K
37.2K $2.83M
Jan 12, 2023 Q4 2022
Cmh Wealth Management LLC

BUY
 -
756
+ 2.13%
$46.5K - $54.9K
36.3K $2.76M
Feb 10, 2023 Q4 2022
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
752
+ 3.27%
$46.3K - $54.6K
23.8K $1.81M
Feb 14, 2023 Q4 2022
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
750
+ 24.04%
$46.1K - $54.5K
3.87K $294K
Jan 24, 2023 Q4 2022
Asset Management Corp

BUY
 -
742
+ 10.41%
$45.6K - $53.9K
7.87K $598K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
725
+ 32.27%
$44.6K - $52.7K
2.97K $226K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
725
New
$44.6K - $52.7K
725 $55.1K
Jan 13, 2023 Q4 2022
Contravisory Investment Management, Inc.

BUY
 -
723
+ 9.81%
$44.5K - $52.5K
8.09K $615K
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
709
+ 3.78%
$43.6K - $51.5K
19.5K $1.48M
Feb 03, 2023 Q4 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
707
+ 11.38%
$43.5K - $51.4K
6.92K $526K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
700
New
$43.1K - $50.9K
700 $53.2K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
696
+ 8.64%
$42.8K - $50.6K
8.75K $665K
Feb 14, 2023 Q4 2022
Hoyle Cohen, LLC

BUY
 -
691
+ 16.43%
$42.5K - $50.2K
4.9K $372K
Feb 13, 2023 Q4 2022
Rock Creek Group, LP

BUY
 -
682
New
$42K - $49.6K
682 $51.9K
Jan 27, 2023 Q4 2022
Telos Capital Management, Inc.

BUY
 -
656
+ 4.68%
$40.4K - $47.7K
14.7K $1.12M
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
637
+ 11.0%
$39.2K - $46.3K
6.43K $489K
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

BUY
 -
629
+ 7.65%
$38.7K - $45.7K
8.86K $673K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
625
+ 28.6%
$38.5K - $45.4K
2.81K $214K
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
608
New
$37.4K - $44.2K
608 $46.2K

Track Institutional and Insider Activities on XLU

Follow UTILITIES SECTOR SPDR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XLU shares.

Notify only if

Insider Trading

Get notified when an Utilities Sector Spdr insider buys or sells XLU shares.

Notify only if

News

Receive news related to UTILITIES SECTOR SPDR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XLU