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 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-62- 2.06% |
$4.03K - $4.62K
|
2.94K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 1.37% |
$4.88K - $5.59K
|
5.39K
$412K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-75- 1.42% |
$4.88K - $5.59K
|
5.22K
$399K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-77- 4.39% |
$5.01K - $5.74K
|
1.68K
$128K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-78Closed |
$5.07K - $5.81K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-80Closed |
$5.2K - $5.96K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-82- 2.22% |
$5.33K - $6.11K
|
3.62K
$276K
|
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 1.27% |
$6.5K - $7.45K
|
7.8K
$597K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-103- 3.37% |
$6.7K - $7.68K
|
2.95K
$226K
|
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-108- 0.04% |
$7.02K - $8.05K
|
304K
$23.3M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-117- 1.77% |
$7.61K - $8.72K
|
6.49K
$497K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-130- 4.22% |
$8.45K - $9.69K
|
2.95K
$226K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-134- 2.04% |
$8.71K - $9.99K
|
6.45K
$493K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-135Closed |
$8.78K - $10.1K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-138- 0.35% |
$8.97K - $10.3K
|
39.5K
$3.02M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-139- 0.59% |
$9.04K - $10.4K
|
23.2K
$1.78M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-141- 2.42% |
$9.17K - $10.5K
|
5.7K
$436K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-145- 17.06% |
$9.43K - $10.8K
|
705
$53.9K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-153- 0.43% |
$9.95K - $11.4K
|
35.3K
$2.7M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-154- 16.59% |
$10K - $11.5K
|
774
$59.2K
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-155- 1.81% |
$10.1K - $11.6K
|
8.4K
$642K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-158- 0.33% |
$10.3K - $11.8K
|
48.3K
$3.69M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-160Closed |
$10.4K - $11.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-160- 22.5% |
$10.4K - $11.9K
|
551
$42.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-163- 0.98% |
$10.6K - $12.2K
|
16.5K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-164- 0.34% |
$10.7K - $12.2K
|
48.2K
$3.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-168- 1.65% |
$10.9K - $12.5K
|
10K
$765K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-168- 40.48% |
$10.9K - $12.5K
|
247
$18.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-170- 1.32% |
$11.1K - $12.7K
|
12.7K
$974K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-175- 5.95% |
$11.4K - $13K
|
2.77K
$211K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-178- 1.13% |
$11.6K - $13.3K
|
15.6K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-185- 0.51% |
$12K - $13.8K
|
36.4K
$2.79M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-189- 0.37% |
$12.3K - $14.1K
|
50.5K
$3.86M
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-190- 1.11% |
$12.4K - $14.2K
|
16.9K
$1.29M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-193- 1.33% |
$12.6K - $14.4K
|
14.3K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-193- 1.33% |
$12.6K - $14.4K
|
14.3K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-195Closed |
$12.7K - $14.5K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-196- 0.88% |
$12.7K - $14.6K
|
22.2K
$1.7M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-200Closed |
$13K - $14.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-203- 3.1% |
$13.2K - $15.1K
|
6.34K
$485K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-212- 61.27% |
$13.8K - $15.8K
|
134
$10.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-222- 1.42% |
$14.4K - $16.5K
|
15.4K
$1.18M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-224- 2.24% |
$14.6K - $16.7K
|
9.77K
$747K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-227- 0.87% |
$14.8K - $16.9K
|
25.8K
$1.98M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-248- 6.15% |
$16.1K - $18.5K
|
3.79K
$290K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-248- 6.15% |
$16.1K - $18.5K
|
3.79K
$290K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-249- 4.32% |
$16.2K - $18.6K
|
5.52K
$422K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-273- 4.31% |
$17.8K - $20.3K
|
6.07K
$464K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-282- 4.72% |
$18.3K - $21K
|
5.69K
$435K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-284- 7.42% |
$18.5K - $21.2K
|
3.55K
$271K
|