Purchases and Sales Made in Q1 2022 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
2.73K
New
$178K - $203K
2.73K $209K
May 10, 2022 Q1 2022
Apriem Advisors

Irvine, CA
BUY
 -
2.73K
+ 6.06%
$178K - $203K
47.8K $3.65M
May 17, 2022 Q1 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
2.73K
New
$177K - $203K
2.73K $209K
Apr 19, 2022 Q1 2022
Kwmg, LLC

BUY
 -
2.72K
+ 3.13%
$177K - $203K
89.6K $6.85M
May 16, 2022 Q1 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
2.71K
New
$176K - $202K
2.71K $207K
May 03, 2022 Q1 2022
Bellecapital International Ltd.

BUY
 -
2.7K
New
$176K - $201K
2.7K $207K
May 06, 2022 Q1 2022
Concentrum Wealth Management

BUY
 -
2.7K
New
$175K - $201K
2.7K $206K
May 13, 2022 Q1 2022
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
2.69K
New
$175K - $201K
2.69K $206K
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
2.69K
+ 18.93%
$175K - $200K
16.9K $1.29M
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.67K
+ 90.77%
$173K - $199K
5.6K $429K
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

BUY
 -
2.59K
+ 31.72%
$168K - $193K
10.7K $822K
May 06, 2022 Q1 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
2.49K
+ 47.04%
$162K - $185K
7.78K $595K
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
2.48K
+ 80.77%
$161K - $185K
5.56K $425K
May 16, 2022 Q1 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
2.46K
+ 27.78%
$160K - $184K
11.3K $866K
May 02, 2022 Q1 2022
Patton Albertson Miller Group, LLC

BUY
 -
2.42K
+ 30.19%
$157K - $180K
10.4K $798K
May 02, 2022 Q1 2022
Brandywine Oak Private Wealth LLC

BUY
 -
2.37K
New
$154K - $177K
2.37K $181K
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.37K
+ 30.99%
$154K - $177K
10K $767K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.35K
+ 88.93%
$153K - $175K
5K $382K
Apr 21, 2022 Q1 2022
Providence First Trust CO

BUY
 -
2.35K
+ 3.8%
$153K - $175K
64.3K $4.92M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
2.31K
+ 27.43%
$150K - $172K
10.7K $820K
May 04, 2022 Q1 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
2.28K
+ 3.44%
$148K - $170K
68.6K $5.24M
May 09, 2022 Q1 2022
Scotia Capital Inc.

BUY
 -
2.28K
+ 38.37%
$148K - $170K
8.22K $629K
Apr 18, 2022 Q1 2022
Central Bank & Trust CO

BUY
 -
2.27K
+ 29.61%
$147K - $169K
9.92K $759K
Apr 18, 2022 Q1 2022
Bridge Advisory, LLC

BUY
 -
2.25K
+ 56.9%
$146K - $168K
6.2K $474K
May 16, 2022 Q1 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
2.19K
+ 105.65%
$142K - $163K
4.26K $325K
May 02, 2022 Q1 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
2.18K
+ 4.05%
$142K - $162K
56K $4.29M
May 11, 2022 Q1 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
2.12K
+ 24.74%
$138K - $158K
10.7K $817K
May 05, 2022 Q1 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
2.09K
+ 4.06%
$136K - $155K
53.5K $4.09M
May 16, 2022 Q1 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
2.07K
+ 55.15%
$135K - $154K
5.83K $446K
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
2.06K
+ 22.21%
$134K - $154K
11.4K $869K
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
2.06K
+ 30.27%
$134K - $154K
8.87K $679K
May 13, 2022 Q1 2022
Founders Financial Securities LLC

BUY
 -
2.06K
+ 25.04%
$134K - $154K
10.3K $788K
Apr 21, 2022 Q1 2022
David J Yvars Group

BUY
 -
2.04K
+ 16.9%
$132K - $152K
14.1K $1.08M
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
2K
+ 1081.08%
$130K - $149K
2.19K $167K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.97K
New
$128K - $146K
1.97K $150K
May 17, 2022 Q1 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.96K
+ 13.61%
$127K - $146K
16.3K $1.25M
Jan 12, 2024 Q1 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
1.96K
+ 40.02%
$127K - $146K
6.84K $523K
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.92K
+ 38.08%
$125K - $143K
6.95K $531K
May 13, 2022 Q1 2022
Asset Management One Co., Ltd.

BUY
 -
1.9K
+ 111.76%
$124K - $142K
3.6K $275K
Apr 28, 2022 Q1 2022
Keybank National Association

BUY
 -
1.88K
+ 3.44%
$122K - $140K
56.5K $4.32M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
1.84K
+ 8.52%
$120K - $137K
23.5K $1.79M
May 04, 2022 Q1 2022
Precision Wealth Strategies, LLC

BUY
 -
1.83K
+ 6.81%
$119K - $137K
28.8K $2.2M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.81K
+ 30.17%
$118K - $135K
7.81K $597K
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

BUY
 -
1.8K
+ 53.63%
$117K - $134K
5.14K $393K
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
1.79K
+ 31.93%
$116K - $133K
7.38K $564K
May 06, 2022 Q1 2022
First Interstate Bank

Billings, MT
BUY
 -
1.75K
+ 2.63%
$114K - $130K
68.3K $5.22M
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
1.69K
New
$110K - $126K
1.69K $129K
Apr 28, 2022 Q1 2022
4 J Wealth Management LLC

BUY
 -
1.69K
+ 2.66%
$110K - $126K
65.3K $5M
Apr 13, 2022 Q1 2022
Cmh Wealth Management LLC

BUY
 -
1.62K
+ 4.89%
$105K - $120K
34.6K $2.65M

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