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 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
87.6K+ 573.44% |
$5.7M - $6.53M
|
103K
$7.87M
|
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
87K+ 1339.29% |
$5.66M - $6.48M
|
93.5K
$7.15M
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
86KNew |
$5.6M - $6.41M
|
86K
$6.58M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
85.3K+ 89.61% |
$5.54M - $6.36M
|
180K
$13.8M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
84.7K+ 150.99% |
$5.51M - $6.31M
|
141K
$10.8M
|
|
|
May 03, 2022
Q1 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
83.9K+ 1306.79% |
$5.45M - $6.25M
|
90.3K
$6.91M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
83.8KNew |
$5.45M - $6.24M
|
83.8K
$6.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
83.2KNew |
$5.41M - $6.2M
|
83.2K
$6.36M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
83.1KNew |
$5.4M - $6.19M
|
83.1K
$6.35M
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
75.9KNew |
$4.93M - $5.66M
|
75.9K
$5.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
75K+ 2303.78% |
$4.88M - $5.59M
|
78.2K
$5.98M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
74.7KNew |
$4.85M - $5.56M
|
74.7K
$5.71M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
73.5K+ 26.09% |
$4.78M - $5.48M
|
355K
$27.2M
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
73.4KNew |
$4.77M - $5.47M
|
73.4K
$5.61M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.9K+ 35.21% |
$4.48M - $5.14M
|
265K
$20.2M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
67.9K+ 50.66% |
$4.42M - $5.06M
|
202K
$15.4M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
67.8K+ 512.59% |
$4.41M - $5.05M
|
81K
$6.2M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
67.3K+ 307.77% |
$4.38M - $5.02M
|
89.2K
$6.82M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.7K+ 12.36% |
$4.34M - $4.98M
|
607K
$46.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
66.4KNew |
$4.32M - $4.95M
|
66.4K
$5.08M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
63.1K+ 116.96% |
$4.1M - $4.7M
|
117K
$8.95M
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
62.7KNew |
$4.08M - $4.67M
|
62.7K
$4.79M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
60.6K+ 43.72% |
$3.94M - $4.51M
|
199K
$15.2M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
56.7K+ 9.12% |
$3.69M - $4.23M
|
678K
$51.9M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
56.5K+ 16.75% |
$3.67M - $4.21M
|
394K
$30.1M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55.6K+ 149.34% |
$3.61M - $4.14M
|
92.8K
$7.09M
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
BUY
|
- |
52.8K+ 85.39% |
$3.43M - $3.94M
|
115K
$8.77M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
50.6K+ 212.39% |
$3.29M - $3.77M
|
74.5K
$5.7M
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
48.1K+ 287.85% |
$3.13M - $3.59M
|
64.8K
$4.96M
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
47.6KNew |
$3.1M - $3.55M
|
47.6K
$3.64M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
47K+ 99.13% |
$3.06M - $3.5M
|
94.4K
$7.22M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46.9K+ 715.23% |
$3.05M - $3.49M
|
53.4K
$4.09M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
43K+ 136.74% |
$2.8M - $3.21M
|
74.5K
$5.7M
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
42.3KNew |
$2.75M - $3.15M
|
42.3K
$3.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
40.7KNew |
$2.65M - $3.04M
|
40.7K
$3.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
40.6KNew |
$2.64M - $3.03M
|
40.6K
$3.11M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.1KNew |
$2.61M - $2.99M
|
40.1K
$3.07M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
37.7KNew |
$2.45M - $2.81M
|
37.7K
$2.88M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
36.6K+ 65.43% |
$2.38M - $2.73M
|
92.6K
$7.09M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36.6K+ 561.38% |
$2.38M - $2.73M
|
43.2K
$3.3M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35.8K+ 393.19% |
$2.33M - $2.67M
|
44.9K
$3.43M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
35.4KNew |
$2.3M - $2.64M
|
35.4K
$2.71M
|
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
34.4KNew |
$2.24M - $2.56M
|
34.4K
$2.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.3K+ 114.23% |
$2.23M - $2.56M
|
64.4K
$4.92M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.1K+ 293.95% |
$2.22M - $2.54M
|
45.7K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33.2K+ 36.71% |
$2.16M - $2.47M
|
123K
$9.44M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.9K+ 15.16% |
$2.14M - $2.45M
|
250K
$19.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.6K+ 192.96% |
$2.12M - $2.43M
|
49.6K
$3.79M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32.5KNew |
$2.11M - $2.42M
|
32.5K
$2.48M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
32.2K+ 738.82% |
$2.1M - $2.4M
|
36.6K
$2.8M
|