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 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-628- 9.31% |
$40.8K - $46.8K
|
6.12K
$468K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-640- 16.32% |
$41.6K - $47.7K
|
3.28K
$251K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-641- 3.83% |
$41.7K - $47.8K
|
16.1K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-643- 5.76% |
$41.8K - $47.9K
|
10.5K
$804K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-646- 4.43% |
$42K - $48.2K
|
13.9K
$1.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-663- 9.4% |
$43.1K - $49.4K
|
6.39K
$489K
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-679- 0.03% |
$44.2K - $50.6K
|
2M
$153M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-714- 6.16% |
$46.4K - $53.2K
|
10.9K
$831K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-724Closed |
$47.1K - $54K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-738- 6.29% |
$48K - $55K
|
11K
$841K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-750- 48.39% |
$48.8K - $55.9K
|
800
$61.2K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-770- 4.96% |
$50.1K - $57.4K
|
14.8K
$1.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-781Closed |
$50.8K - $58.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-790- 8.97% |
$51.4K - $58.9K
|
8.02K
$613K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-804Closed |
$52.3K - $59.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-819Closed |
$53.3K - $61K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
SELL
|
- |
-858- 22.73% |
$55.8K - $64K
|
2.92K
$223K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-871- 2.14% |
$56.6K - $64.9K
|
39.7K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-900- 3.01% |
$58.5K - $67.1K
|
29K
$2.22M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-935- 19.14% |
$60.8K - $69.7K
|
3.95K
$302K
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-950- 15.52% |
$61.8K - $70.8K
|
5.17K
$395K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-950- 17.63% |
$61.8K - $70.8K
|
4.44K
$339K
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$65K - $74.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1KClosed |
$65K - $74.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.05K- 21.93% |
$68.2K - $78.1K
|
3.73K
$285K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.05K- 47.3% |
$68.3K - $78.3K
|
1.17K
$89.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.05K- 29.84% |
$68.4K - $78.4K
|
2.47K
$189K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.1K- 24.93% |
$71.5K - $82K
|
3.31K
$253K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.16K- 2.34% |
$75.7K - $86.8K
|
48.5K
$3.71M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.19K- 9.98% |
$77.5K - $88.9K
|
10.7K
$822K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.21K- 92.35% |
$78.6K - $90K
|
100
$7.65K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.27K- 1.79% |
$82.5K - $94.6K
|
69.6K
$5.32M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34K- 2.51% |
$87.1K - $99.8K
|
51.9K
$3.97M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.34K- 6.88% |
$87.3K - $100K
|
18.2K
$1.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 17.61% |
$88.2K - $101K
|
6.35K
$485K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.36K- 18.34% |
$88.6K - $102K
|
6.07K
$464K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.37K- 63.78% |
$89.2K - $102K
|
779
$59.6K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.41K- 2.51% |
$91.4K - $105K
|
54.6K
$4.17M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.41K- 13.55% |
$91.4K - $105K
|
8.97K
$686K
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.45K- 7.2% |
$94.3K - $108K
|
18.7K
$1.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.49K- 3.08% |
$97K - $111K
|
46.9K
$3.59M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-1.52K- 3.87% |
$98.7K - $113K
|
37.7K
$2.88M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.52K- 20.46% |
$98.9K - $113K
|
5.91K
$452K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.53K- 5.6% |
$99.5K - $114K
|
25.8K
$1.97M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.53K- 6.74% |
$99.8K - $114K
|
21.2K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.54K- 48.44% |
$100K - $115K
|
1.64K
$125K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.55K- 2.64% |
$101K - $116K
|
57.2K
$4.37M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.56KClosed |
$102K - $116K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.63KClosed |
$106K - $121K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.7K- 27.71% |
$110K - $127K
|
4.43K
$339K
|