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
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.1K+ 49.68% |
$266K - $305K
|
12.3K
$944K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4K+ 26.81% |
$260K - $298K
|
18.9K
$1.45M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.9KNew |
$254K - $291K
|
3.9K
$298K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.87KNew |
$252K - $288K
|
3.87K
$296K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.86K+ 32.65% |
$251K - $288K
|
15.7K
$1.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
BUY
|
- |
3.8K+ 9.13% |
$247K - $283K
|
45.4K
$3.47M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.79K+ 24.42% |
$247K - $283K
|
19.3K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.77KNew |
$245K - $281K
|
3.77K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.76K+ 9.45% |
$245K - $280K
|
43.5K
$3.33M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.76K+ 4.89% |
$245K - $280K
|
80.6K
$6.16M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.74K+ 21.1% |
$243K - $279K
|
21.4K
$1.64M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.67KNew |
$239K - $274K
|
3.67K
$281K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
3.65K+ 3.59% |
$237K - $272K
|
105K
$8.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.58K+ 11.67% |
$233K - $267K
|
34.3K
$2.62M
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.58K+ 13.83% |
$233K - $267K
|
29.4K
$2.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
3.55KNew |
$231K - $265K
|
3.55K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.51K+ 35.35% |
$228K - $261K
|
13.4K
$1.03M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.42K+ 2.89% |
$222K - $255K
|
122K
$9.3M
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
3.41KNew |
$222K - $254K
|
3.41K
$261K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.41KNew |
$222K - $254K
|
3.41K
$261K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.38K+ 92.89% |
$220K - $252K
|
7.02K
$537K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3.34KNew |
$217K - $249K
|
3.34K
$256K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
3.31KNew |
$215K - $247K
|
3.31K
$253K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
3.26K+ 45.29% |
$212K - $243K
|
10.4K
$799K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.24K+ 9.55% |
$211K - $241K
|
37.1K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.2KNew |
$208K - $239K
|
3.2K
$245K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.13KNew |
$203K - $233K
|
3.13K
$239K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
3.13K+ 2.86% |
$203K - $233K
|
112K
$8.58M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
3.11KNew |
$202K - $232K
|
3.11K
$238K
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.97KNew |
$193K - $221K
|
2.97K
$227K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.97KNew |
$193K - $221K
|
2.97K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.96KNew |
$193K - $221K
|
2.96K
$227K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
2.95KNew |
$192K - $220K
|
2.95K
$226K
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 30.41% |
$192K - $220K
|
12.7K
$967K
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.93KNew |
$190K - $218K
|
2.93K
$224K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.93K+ 1.96% |
$190K - $218K
|
152K
$11.6M
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.93KNew |
$190K - $218K
|
2.93K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.89KNew |
$188K - $215K
|
2.89K
$221K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.89K+ 12.29% |
$188K - $215K
|
26.4K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.88KNew |
$187K - $215K
|
2.88K
$220K
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.88KNew |
$187K - $215K
|
2.88K
$220K
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.8K+ 10.12% |
$182K - $209K
|
30.5K
$2.33M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.8K+ 14.06% |
$182K - $209K
|
22.7K
$1.74M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$182K - $208K
|
2.79K
$214K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.78K+ 30.41% |
$180K - $207K
|
11.9K
$910K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.78K+ 30.41% |
$180K - $207K
|
11.9K
$910K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.77KNew |
$180K - $206K
|
2.77K
$212K
|
|
|
Apr 28, 2022
Q1 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.75KNew |
$179K - $205K
|
2.75K
$211K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.74KNew |
$178K - $204K
|
2.74K
$209K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
2.74KNew |
$178K - $204K
|
2.74K
$209K
|