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 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
14.9KNew |
$969K - $1.11M
|
14.9K
$1.14M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
14.7K+ 9.46% |
$955K - $1.09M
|
170K
$13M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.6K+ 597.13% |
$947K - $1.09M
|
17K
$1.3M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14.4K+ 49.07% |
$939K - $1.08M
|
43.9K
$3.36M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4K+ 370.41% |
$938K - $1.07M
|
18.3K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
BUY
|
- |
14.1KNew |
$919K - $1.05M
|
14.1K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 28.28% |
$906K - $1.04M
|
63.2K
$4.83M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.8K+ 129.13% |
$897K - $1.03M
|
24.5K
$1.87M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13.5KNew |
$875K - $1M
|
13.5K
$1.03M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.4KNew |
$874K - $1M
|
13.4K
$1.03M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
12.5K+ 33.62% |
$813K - $932K
|
49.7K
$3.8M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.3K+ 611.96% |
$798K - $915K
|
14.3K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.2KNew |
$794K - $910K
|
12.2K
$933K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.1K+ 251.21% |
$787K - $902K
|
16.9K
$1.29M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12K+ 6.73% |
$778K - $891K
|
190K
$14.5M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.9K+ 124.71% |
$773K - $886K
|
21.4K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.8K+ 20.44% |
$768K - $880K
|
69.6K
$5.32M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.6KNew |
$755K - $865K
|
11.6K
$888K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.4K+ 1886.14% |
$743K - $852K
|
12K
$921K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
11.3KNew |
$737K - $845K
|
11.3K
$867K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 21.92% |
$709K - $812K
|
60.6K
$4.64M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 2.78% |
$697K - $799K
|
397K
$30.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 9.23% |
$696K - $797K
|
127K
$9.68M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.5K+ 231.97% |
$684K - $784K
|
15K
$1.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
10.5KNew |
$680K - $780K
|
10.5K
$800K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.3KNew |
$669K - $767K
|
10.3K
$787K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2K+ 275.69% |
$665K - $762K
|
13.9K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.2KNew |
$665K - $762K
|
10.2K
$782K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
10.1K+ 158.07% |
$658K - $754K
|
16.5K
$1.26M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10.1K+ 45.75% |
$654K - $750K
|
32K
$2.45M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.1K+ 170.71% |
$654K - $750K
|
16K
$1.22M
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
10.1KNew |
$654K - $750K
|
10.1K
$769K
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
9.78K+ 42.62% |
$636K - $729K
|
32.7K
$2.5M
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
9.68KNew |
$629K - $721K
|
9.68K
$740K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9.55KNew |
$621K - $712K
|
9.55K
$730K
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.13KNew |
$594K - $681K
|
9.13K
$699K
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
9.08KNew |
$590K - $677K
|
9.08K
$694K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.08K+ 7.11% |
$590K - $677K
|
137K
$10.5M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
9.06K+ 49.96% |
$589K - $675K
|
27.2K
$2.08M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.05K+ 2844.97% |
$588K - $674K
|
9.37K
$716K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.46K+ 14.83% |
$550K - $631K
|
65.5K
$5.01M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.43K+ 91.9% |
$548K - $629K
|
17.6K
$1.35M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.18KNew |
$532K - $609K
|
8.18K
$625K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
8.14K+ 19.36% |
$530K - $607K
|
50.2K
$3.84M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.05K+ 107.76% |
$524K - $600K
|
15.5K
$1.19M
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
8KNew |
$520K - $597K
|
8K
$612K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.94K+ 202.09% |
$517K - $592K
|
11.9K
$908K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.82K+ 41.92% |
$508K - $583K
|
26.5K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.58K+ 39.62% |
$493K - $565K
|
26.7K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
7.54K+ 36.12% |
$490K - $562K
|
28.4K
$2.17M
|