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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
66+ 100.0% |
$4.29K - $4.92K
|
132
$10.1K
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
63+ 1.52% |
$4.1K - $4.7K
|
4.21K
$322K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
61+ 1.27% |
$3.97K - $4.55K
|
4.85K
$371K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
57+ 0.48% |
$3.71K - $4.25K
|
11.8K
$905K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
56+ 1.19% |
$3.64K - $4.17K
|
4.75K
$364K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 2.18% |
$3.38K - $3.88K
|
2.44K
$187K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
51+ 1.01% |
$3.32K - $3.8K
|
5.1K
$390K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
50+ 0.85% |
$3.25K - $3.73K
|
5.94K
$454K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
48+ 0.62% |
$3.12K - $3.58K
|
7.77K
$594K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
43+ 1.01% |
$2.8K - $3.21K
|
4.28K
$328K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43+ 4.69% |
$2.8K - $3.21K
|
960
$73.4K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
42+ 1.25% |
$2.73K - $3.13K
|
3.41K
$261K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.67K - $3.06K
|
41
$3.14K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
41+ 0.61% |
$2.67K - $3.06K
|
6.73K
$515K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 0.54% |
$2.6K - $2.98K
|
7.4K
$566K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
35+ 700.0% |
$2.28K - $2.61K
|
40
$3.06K
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
34+ 0.65% |
$2.21K - $2.53K
|
5.23K
$400K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 1.33% |
$1.95K - $2.24K
|
2.29K
$175K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
29+ 8.68% |
$1.89K - $2.16K
|
363
$27.8K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
28+ 8.0% |
$1.82K - $2.09K
|
378
$28.9K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
27+ 7.12% |
$1.76K - $2.01K
|
406
$31.1K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.76% |
$1.43K - $1.64K
|
2.91K
$223K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 10.05% |
$1.37K - $1.57K
|
230
$17.6K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 0.59% |
$1.37K - $1.57K
|
3.61K
$276K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20New |
$1.3K - $1.49K
|
20
$1.53K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
19+ 0.2% |
$1.24K - $1.42K
|
9.74K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$1.24K - $1.42K
|
19
$1.45K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$1.17K - $1.34K
|
18
$1.38K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
17+ 0.04% |
$1.11K - $1.27K
|
38.3K
$2.93M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
17+ 6.39% |
$1.11K - $1.27K
|
283
$21.6K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.28% |
$1.11K - $1.27K
|
1.35K
$103K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
16+ 0.23% |
$1.04K - $1.19K
|
6.89K
$527K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16+ 0.26% |
$1.04K - $1.19K
|
6.23K
$477K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
15+ 13.64% |
$975 - $1.12K
|
125
$9.56K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
15+ 0.15% |
$975 - $1.12K
|
9.7K
$742K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
13+ 0.03% |
$845 - $969
|
48.9K
$3.74M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.54% |
$845 - $969
|
2.41K
$184K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11+ 0.0% |
$715 - $820
|
329K
$25.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
11+ 0.78% |
$715 - $820
|
1.42K
$108K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
10+ 0.13% |
$650 - $745
|
7.61K
$582K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9+ 0.22% |
$585 - $671
|
4.13K
$316K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.53% |
$585 - $671
|
1.71K
$131K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$520 - $596
|
7.6K
$581K
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
8+ 0.15% |
$520 - $596
|
5.19K
$397K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
8+ 0.06% |
$520 - $596
|
12.8K
$976K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.5% |
$390 - $447
|
1.22K
$93.1K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 2.78% |
$390 - $447
|
222
$17K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5+ 0.15% |
$325 - $373
|
3.37K
$258K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$260 - $298
|
1.11K
$85.2K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$260 - $298
|
7.7K
$589K
|