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 16, 2022
Q1 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
7.5KNew |
$488K - $559K
|
7.5K
$574K
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
7.48K+ 17.98% |
$486K - $557K
|
49K
$3.75M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.41K+ 26.1% |
$482K - $552K
|
35.8K
$2.74M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.27KNew |
$473K - $542K
|
7.27K
$556K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
7.06KNew |
$459K - $526K
|
7.06K
$540K
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
6.83K+ 18.9% |
$444K - $509K
|
42.9K
$3.28M
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6.79KNew |
$442K - $506K
|
6.79K
$519K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.73K+ 24.91% |
$438K - $502K
|
33.7K
$2.58M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.68KNew |
$434K - $498K
|
6.68K
$511K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.45K+ 140.89% |
$419K - $481K
|
11K
$843K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
6.4K+ 6400.0% |
$416K - $477K
|
6.5K
$497K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.4KNew |
$416K - $477K
|
6.4K
$489K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.37K+ 19.81% |
$414K - $475K
|
38.5K
$2.95M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
6.31K+ 76.45% |
$411K - $471K
|
14.6K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.12K+ 74.03% |
$398K - $456K
|
14.4K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
6.05KNew |
$393K - $451K
|
6.05K
$463K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.02K+ 17.26% |
$391K - $449K
|
40.9K
$3.13M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5.73K+ 91.36% |
$373K - $427K
|
12K
$918K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.72K+ 13.62% |
$372K - $427K
|
47.7K
$3.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.68K+ 6.87% |
$369K - $423K
|
88.4K
$6.76M
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
5.64K+ 4.19% |
$367K - $421K
|
140K
$10.7M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.62K+ 11.91% |
$366K - $419K
|
52.8K
$4.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.43KNew |
$353K - $404K
|
5.43K
$415K
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.17KNew |
$336K - $386K
|
5.17K
$396K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.12K+ 8.56% |
$333K - $382K
|
65K
$4.97M
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
5.1KNew |
$331K - $380K
|
5.1K
$390K
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
BUY
|
- |
4.95KNew |
$322K - $369K
|
4.95K
$379K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.91KNew |
$319K - $366K
|
4.91K
$376K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.84K+ 3.6% |
$314K - $360K
|
139K
$10.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.77K+ 433.27% |
$310K - $355K
|
5.87K
$449K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.61KNew |
$300K - $344K
|
4.61K
$353K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.55KNew |
$296K - $339K
|
4.55K
$348K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.51K+ 617.1% |
$293K - $336K
|
5.24K
$401K
|
|
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
4.5KNew |
$293K - $335K
|
4.5K
$344K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.5KNew |
$292K - $335K
|
4.5K
$344K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.48K+ 8.98% |
$291K - $334K
|
54.4K
$4.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.46KNew |
$290K - $332K
|
4.46K
$341K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.43K+ 6.84% |
$288K - $330K
|
69.1K
$5.28M
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.4K+ 123.77% |
$286K - $328K
|
7.95K
$608K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.31KNew |
$280K - $321K
|
4.31K
$329K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.28K+ 18.81% |
$278K - $319K
|
27K
$2.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.27K+ 100.73% |
$277K - $318K
|
8.5K
$650K
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.26K+ 2.26% |
$277K - $317K
|
193K
$14.8M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.26K+ 25.24% |
$277K - $317K
|
21.1K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.24K+ 1.49% |
$275K - $316K
|
289K
$22.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.22K+ 322.54% |
$275K - $315K
|
5.53K
$423K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.19KNew |
$272K - $312K
|
4.19K
$320K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.16K+ 99.38% |
$270K - $310K
|
8.34K
$638K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
4.12K+ 3.35% |
$268K - $307K
|
127K
$9.73M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
4.11K+ 96.53% |
$267K - $306K
|
8.37K
$640K
|