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 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-284Closed |
$18.5K - $21.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-286- 2.37% |
$18.6K - $21.3K
|
11.8K
$900K
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-291- 1.29% |
$18.9K - $21.7K
|
22.2K
$1.7M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-292- 1.98% |
$19K - $21.8K
|
14.4K
$1.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-295- 74.68% |
$19.2K - $22K
|
100
$7.65K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-297- 3.56% |
$19.3K - $22.1K
|
8.04K
$615K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 29.13% |
$19.5K - $22.4K
|
730
$55.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300Closed |
$19.5K - $22.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-300- 7.03% |
$19.5K - $22.4K
|
3.97K
$304K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-315- 3.57% |
$20.5K - $23.5K
|
8.51K
$651K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-317- 6.4% |
$20.6K - $23.6K
|
4.64K
$355K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-319- 6.52% |
$20.7K - $23.8K
|
4.57K
$350K
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-322- 1.34% |
$20.9K - $24K
|
23.7K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-326- 9.18% |
$21.2K - $24.3K
|
3.23K
$247K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-333Closed |
$21.7K - $24.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-337- 1.84% |
$21.9K - $25.1K
|
18K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-344- 2.58% |
$22.4K - $25.6K
|
13K
$994K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-359- 0.45% |
$23.3K - $26.8K
|
79.2K
$6.05M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-366- 0.66% |
$23.8K - $27.3K
|
55.3K
$4.23M
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-370- 8.09% |
$24.1K - $27.6K
|
4.2K
$321K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-376- 1.6% |
$24.5K - $28K
|
23.2K
$1.77M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-379- 3.24% |
$24.6K - $28.3K
|
11.3K
$864K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-382- 83.04% |
$24.8K - $28.5K
|
78
$5.97K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-392- 12.16% |
$25.5K - $29.2K
|
2.83K
$217K
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-411- 9.94% |
$26.7K - $30.6K
|
3.72K
$285K
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-415- 10.93% |
$27K - $30.9K
|
3.38K
$259K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-419- 1.13% |
$27.2K - $31.2K
|
36.7K
$2.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-461Closed |
$30K - $34.4K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-464- 4.73% |
$30.2K - $34.6K
|
9.35K
$715K
|
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-468- 9.18% |
$30.4K - $34.9K
|
4.63K
$354K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-473- 2.39% |
$30.8K - $35.3K
|
19.3K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-476- 1.01% |
$31K - $35.5K
|
46.5K
$3.56M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-481- 12.28% |
$31.3K - $35.9K
|
3.44K
$263K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-481- 33.17% |
$31.3K - $35.9K
|
969
$74.1K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-488- 59.8% |
$31.7K - $36.4K
|
328
$25.1K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-508- 12.04% |
$33K - $37.9K
|
3.71K
$284K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-515- 56.28% |
$33.5K - $38.4K
|
400
$30.6K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-520- 2.25% |
$33.8K - $38.8K
|
22.6K
$1.73M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-520- 12.82% |
$33.8K - $38.8K
|
3.54K
$270K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-541- 2.97% |
$35.2K - $40.3K
|
17.7K
$1.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-547- 2.98% |
$35.6K - $40.8K
|
17.8K
$1.36M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-558- 5.05% |
$36.3K - $41.6K
|
10.5K
$802K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-559- 1.73% |
$36.4K - $41.7K
|
31.7K
$2.43M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-561- 12.89% |
$36.5K - $41.8K
|
3.79K
$290K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-600- 6.19% |
$39K - $44.7K
|
9.09K
$695K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-613- 7.33% |
$39.9K - $45.7K
|
7.75K
$593K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-620Closed |
$40.3K - $46.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-620- 6.24% |
$40.3K - $46.2K
|
9.32K
$713K
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-621- 5.83% |
$40.4K - $46.3K
|
10K
$768K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-621- 28.78% |
$40.4K - $46.3K
|
1.54K
$118K
|