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 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.35% |
$195 - $224
|
868
$66.4K
|
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.02% |
$195 - $224
|
15.5K
$1.18M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.76% |
$130 - $149
|
264
$20.2K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.64% |
$130 - $149
|
316
$24.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
2+ 0.01% |
$130 - $149
|
28.2K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$65 - $74.5
|
1
$76.5
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$65 - $74.5
|
6.21K
$475K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.9% |
$65 - $74.5
|
112
$8.57K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.8% |
$65 - $74.5
|
126
$9.64K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.56% |
$65 - $74.5
|
179
$13.7K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$65 - $74.5
|
6.15K
$470K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.08% |
$65 - $74.5
|
1.26K
$96.5K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.45% |
$65 - $74.5
|
223
$17.1K
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.02% |
$65 - $74.5
|
6.2K
$474K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$65 - $74.5
|
6.04K
$462K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$65 - $74.5
|
6.88K
$526K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.03% |
$65 - $74.5
|
2.91K
$223K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$65 - $74.5
|
7.39K
$565K
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$65 - $74.5
|
7.2K
$551K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1Closed |
$65 - $74.5
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.03% |
$130 - $149
|
6.36K
$486K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3Closed |
$195 - $224
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5- 0.12% |
$325 - $373
|
4.13K
$316K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6- 0.14% |
$390 - $447
|
4.23K
$324K
|
|
|
May 06, 2022
Q1 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-9- 0.01% |
$585 - $671
|
94.1K
$7.2M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 6.9% |
$650 - $745
|
135
$10.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-12- 0.33% |
$780 - $894
|
3.6K
$275K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-14- 0.42% |
$910 - $1.04K
|
3.29K
$252K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-14- 0.46% |
$910 - $1.04K
|
3.05K
$233K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 0.24% |
$975 - $1.12K
|
6.12K
$468K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-23- 0.38% |
$1.5K - $1.71K
|
6.09K
$466K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 0.5% |
$1.56K - $1.79K
|
4.76K
$364K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-29- 0.88% |
$1.89K - $2.16K
|
3.27K
$250K
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-30- 0.35% |
$1.95K - $2.24K
|
8.66K
$662K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-30- 0.85% |
$1.95K - $2.24K
|
3.48K
$266K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-34- 0.79% |
$2.21K - $2.53K
|
4.3K
$329K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$2.28K - $2.61K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-36- 0.08% |
$2.34K - $2.68K
|
43.3K
$3.31M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 22.62% |
$2.47K - $2.83K
|
130
$9.94K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-41- 70.69% |
$2.67K - $3.06K
|
17
$1.3K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-45- 3.64% |
$2.93K - $3.35K
|
1.19K
$91K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-48- 0.41% |
$3.12K - $3.58K
|
11.7K
$894K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-49- 0.58% |
$3.19K - $3.65K
|
8.35K
$638K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-50- 0.84% |
$3.25K - $3.73K
|
5.9K
$451K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-50- 0.47% |
$3.25K - $3.73K
|
10.6K
$808K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50- 21.65% |
$3.25K - $3.73K
|
181
$13.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-53Closed |
$3.45K - $3.95K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-60- 1.94% |
$3.9K - $4.47K
|
3.04K
$232K
|