Purchases and Sales Made in Q1 2022 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
265+ 8.23% |
$17.2K - $19.8K
|
3.48K
$266K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
261+ 1.37% |
$17K - $19.5K
|
19.3K
$1.48M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
260+ 4.07% |
$16.9K - $19.4K
|
6.65K
$509K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
254+ 6.02% |
$16.5K - $18.9K
|
4.47K
$342K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
241New |
$15.7K - $18K
|
241
$18.4K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
240New |
$15.6K - $17.9K
|
240
$18.4K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
234+ 544.19% |
$15.2K - $17.4K
|
277
$21.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
217+ 2.06% |
$14.1K - $16.2K
|
10.7K
$821K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
212+ 6.85% |
$13.8K - $15.8K
|
3.31K
$253K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
206+ 2.01% |
$13.4K - $15.4K
|
10.5K
$800K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 5.54% |
$13K - $14.9K
|
3.81K
$291K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
200+ 4.57% |
$13K - $14.9K
|
4.58K
$350K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
184+ 9.79% |
$12K - $13.7K
|
2.06K
$158K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
178New |
$11.6K - $13.3K
|
178
$13.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
176+ 0.66% |
$11.4K - $13.1K
|
26.8K
$2.05M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
174+ 4.68% |
$11.3K - $13K
|
3.9K
$298K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
168+ 51.22% |
$10.9K - $12.5K
|
496
$37.9K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
165+ 5.63% |
$10.7K - $12.3K
|
3.1K
$237K
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
161+ 1.97% |
$10.5K - $12K
|
8.35K
$639K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
160+ 2.74% |
$10.4K - $11.9K
|
5.99K
$458K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
155+ 16.44% |
$10.1K - $11.6K
|
1.1K
$84K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
154+ 1.47% |
$10K - $11.5K
|
10.6K
$814K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
150New |
$9.75K - $11.2K
|
150
$11.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 20.22% |
$9.75K - $11.2K
|
892
$68.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
146+ 0.43% |
$9.49K - $10.9K
|
33.8K
$2.59M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
146+ 3.23% |
$9.49K - $10.9K
|
4.66K
$356K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
139New |
$9.04K - $10.4K
|
139
$10.6K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
133+ 61.86% |
$8.65K - $9.91K
|
348
$26.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
130+ 2.07% |
$8.45K - $9.69K
|
6.4K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
130+ 8.8% |
$8.45K - $9.69K
|
1.61K
$123K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129+ 5.81% |
$8.39K - $9.62K
|
2.35K
$180K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
128+ 0.18% |
$8.32K - $9.54K
|
69.5K
$5.31M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
119+ 0.7% |
$7.74K - $8.87K
|
17.1K
$1.31M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
115+ 1.77% |
$7.48K - $8.57K
|
6.6K
$505K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
115+ 0.25% |
$7.48K - $8.57K
|
46.9K
$3.59M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
112+ 1.26% |
$7.28K - $8.35K
|
9.02K
$689K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
104+ 3.72% |
$6.76K - $7.75K
|
2.9K
$222K
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
100+ 1.39% |
$6.5K - $7.45K
|
7.29K
$557K
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
100+ 0.35% |
$6.5K - $7.45K
|
28.3K
$2.16M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.3% |
$6.5K - $7.45K
|
7.82K
$598K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
96+ 3.58% |
$6.24K - $7.16K
|
2.78K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
95+ 17.99% |
$6.18K - $7.08K
|
623
$47.6K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
92+ 3.23% |
$5.98K - $6.86K
|
2.94K
$225K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85New |
$5.53K - $6.34K
|
85
$6.5K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
80+ 0.53% |
$5.2K - $5.96K
|
15.3K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77+ 0.83% |
$5.01K - $5.74K
|
9.31K
$712K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
71+ 6.35% |
$4.62K - $5.29K
|
1.19K
$90.9K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
70+ 3.84% |
$4.55K - $5.22K
|
1.89K
$145K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
70+ 1.85% |
$4.55K - $5.22K
|
3.86K
$295K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
69+ 7.3% |
$4.49K - $5.14K
|
1.01K
$77.6K
|