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 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6K+ 9.82% |
$104K - $120K
|
17.9K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 4.13% |
$104K - $119K
|
40.2K
$3.08M
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.58K+ 1.11% |
$102K - $117K
|
144K
$11M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.57K+ 14.65% |
$102K - $117K
|
12.3K
$940K
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.57K+ 38.32% |
$102K - $117K
|
5.66K
$433K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.56K+ 85.32% |
$101K - $116K
|
3.38K
$259K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.51K+ 3.8% |
$97.9K - $112K
|
41.2K
$3.15M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$94.3K - $108K
|
1.45K
$111K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.44K+ 2.59% |
$93.4K - $107K
|
56.9K
$4.35M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.4K+ 84.75% |
$90.7K - $104K
|
3.04K
$233K
|
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
1.35K+ 45.0% |
$87.8K - $101K
|
4.35K
$333K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.34K+ 13.15% |
$87.1K - $99.8K
|
11.5K
$881K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.32K+ 24.55% |
$85.6K - $98.1K
|
6.68K
$511K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 3.24% |
$84.5K - $96.8K
|
41.4K
$3.17M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.24K+ 3.99% |
$80.5K - $92.3K
|
32.2K
$2.47M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 32.62% |
$80.4K - $92.1K
|
5.03K
$384K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.2K+ 5.79% |
$78.1K - $89.5K
|
21.9K
$1.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 14.56% |
$77.3K - $88.6K
|
9.36K
$716K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.18K+ 1729.41% |
$76.5K - $87.7K
|
1.24K
$95.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.17K+ 4.36% |
$75.8K - $86.9K
|
27.9K
$2.13M
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.16K+ 78.01% |
$75.4K - $86.5K
|
2.65K
$202K
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.16K+ 1.93% |
$75.3K - $86.3K
|
61.1K
$4.67M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.15K+ 18.71% |
$74.9K - $85.9K
|
7.31K
$559K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.13K+ 5.91% |
$73.4K - $84.1K
|
20.2K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 7.79% |
$73.2K - $83.9K
|
15.6K
$1.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.12K+ 7.96% |
$73.1K - $83.8K
|
15.2K
$1.17M
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.48% |
$71.9K - $82.4K
|
12.8K
$976K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.09K+ 25.83% |
$70.9K - $81.2K
|
5.31K
$406K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.06K+ 172.2% |
$68.9K - $78.9K
|
1.67K
$128K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.06K+ 31.75% |
$68.9K - $78.9K
|
4.39K
$336K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.04K+ 5.02% |
$67.5K - $77.4K
|
21.7K
$1.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.04K+ 34.02% |
$67.4K - $77.3K
|
4.09K
$312K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.03K+ 313.37% |
$67K - $76.9K
|
1.36K
$104K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.03K+ 6.39% |
$67K - $76.8K
|
17.2K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1K+ 18.06% |
$65K - $74.5K
|
6.54K
$500K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
968+ 19.43% |
$62.9K - $72.2K
|
5.95K
$455K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
949+ 5.41% |
$61.7K - $70.7K
|
18.5K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
911+ 9.73% |
$59.2K - $67.9K
|
10.3K
$786K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
888+ 296.0% |
$57.7K - $66.2K
|
1.19K
$90.9K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
870+ 5.42% |
$56.6K - $64.8K
|
16.9K
$1.29M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
865+ 3.07% |
$56.3K - $64.5K
|
29K
$2.22M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
863+ 1.94% |
$56.1K - $64.3K
|
45.3K
$3.47M
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
850New |
$55.3K - $63.4K
|
850
$65K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
805+ 24.78% |
$52.3K - $60K
|
4.05K
$310K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
750New |
$48.8K - $55.9K
|
750
$57.4K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
750+ 18.35% |
$48.8K - $55.9K
|
4.84K
$370K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
733+ 0.99% |
$47.7K - $54.6K
|
74.7K
$5.71M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
705+ 8.5% |
$45.8K - $52.6K
|
9K
$689K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
699+ 8.37% |
$45.5K - $52.1K
|
9.05K
$692K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
688+ 13.04% |
$44.7K - $51.3K
|
5.96K
$456K
|