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 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.72K- 13.15% |
$112K - $128K
|
11.3K
$868K
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.75KClosed |
$114K - $130K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 7.05% |
$116K - $133K
|
23.6K
$1.8M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.82KClosed |
$118K - $136K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-1.85K- 10.65% |
$120K - $138K
|
15.5K
$1.19M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.89K- 10.99% |
$123K - $141K
|
15.3K
$1.17M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.99K- 11.55% |
$129K - $148K
|
15.2K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.99K- 25.79% |
$130K - $148K
|
5.73K
$438K
|
|
May 11, 2022
Q1 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-2K- 6.91% |
$130K - $149K
|
26.9K
$2.06M
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.06K- 5.93% |
$134K - $153K
|
32.6K
$2.5M
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 24.29% |
$153K - $175K
|
7.32K
$560K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-2.39K- 1.99% |
$156K - $178K
|
118K
$9.01M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.41K- 4.39% |
$157K - $180K
|
52.5K
$4.02M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.46K- 42.34% |
$160K - $183K
|
3.35K
$256K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.48K- 5.63% |
$161K - $185K
|
41.5K
$3.18M
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.52K- 14.75% |
$164K - $188K
|
14.6K
$1.11M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.74K- 19.13% |
$178K - $204K
|
11.6K
$887K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.74K- 22.44% |
$178K - $205K
|
9.49K
$725K
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.77K- 5.79% |
$180K - $206K
|
45.1K
$3.45M
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.79KClosed |
$181K - $208K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.82K- 2.16% |
$184K - $211K
|
128K
$9.77M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.87KClosed |
$186K - $214K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.88K- 50.22% |
$187K - $214K
|
2.85K
$218K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.88KClosed |
$187K - $215K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.89KClosed |
$188K - $216K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-2.9K- 42.46% |
$188K - $216K
|
3.92K
$300K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
$189K - $216K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.9K- 9.36% |
$189K - $216K
|
28.1K
$2.15M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.91K- 35.4% |
$189K - $217K
|
5.3K
$405K
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-2.94K- 2.07% |
$191K - $219K
|
139K
$10.6M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.96KClosed |
$192K - $221K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 14.11% |
$200K - $229K
|
18.7K
$1.43M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.07K- 3.91% |
$200K - $229K
|
75.4K
$5.76M
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.1K- 7.81% |
$202K - $231K
|
36.6K
$2.8M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.21K- 1.73% |
$209K - $240K
|
183K
$14M
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-3.31K- 9.62% |
$215K - $247K
|
31.1K
$2.38M
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.33K- 37.66% |
$217K - $248K
|
5.52K
$422K
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.34K- 3.85% |
$217K - $249K
|
83.5K
$6.38M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.36K- 2.92% |
$218K - $250K
|
111K
$8.52M
|
|
May 16, 2022
Q1 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3.5KClosed |
$228K - $261K
|
0
$0
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.53K- 86.89% |
$230K - $263K
|
533
$40.8K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.57K- 7.38% |
$232K - $266K
|
44.7K
$3.42M
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.63KClosed |
$236K - $270K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.84K- 4.66% |
$250K - $286K
|
78.6K
$6.01M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.89K- 19.05% |
$253K - $290K
|
16.5K
$1.26M
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-4.06K- 14.26% |
$264K - $303K
|
24.4K
$1.87M
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-4.19K- 32.82% |
$273K - $312K
|
8.58K
$656K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.26K- 19.44% |
$277K - $317K
|
17.6K
$1.35M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.35K- 75.88% |
$283K - $324K
|
1.38K
$106K
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.42KClosed |
$288K - $330K
|
0
$0
|