Purchases and Sales Made in Q1 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 2023. 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, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-143- 18.87% |
$9.11K - $10.3K
|
615
$48.8K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 68.18% |
$9.56K - $10.8K
|
70
$5.55K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-151- 4.07% |
$9.62K - $10.9K
|
3.56K
$282K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-153- 0.59% |
$9.75K - $11K
|
25.6K
$2.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-154- 3.59% |
$9.81K - $11.1K
|
4.14K
$328K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-155- 1.33% |
$9.87K - $11.2K
|
11.5K
$913K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-155- 4.28% |
$9.87K - $11.2K
|
3.47K
$275K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-156- 4.84% |
$9.94K - $11.2K
|
3.07K
$243K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-169- 3.96% |
$10.8K - $12.2K
|
4.1K
$325K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-169- 0.63% |
$10.8K - $12.2K
|
26.8K
$2.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-171- 2.06% |
$10.9K - $12.3K
|
8.12K
$643K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-175- 63.87% |
$11.1K - $12.6K
|
99
$7.85K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-183- 1.28% |
$11.7K - $13.2K
|
14.1K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-183- 0.18% |
$11.7K - $13.2K
|
103K
$8.15M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-189- 1.3% |
$12K - $13.6K
|
14.4K
$1.14M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-190- 5.34% |
$12.1K - $13.7K
|
3.37K
$267K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-195- 1.8% |
$12.4K - $14.1K
|
10.7K
$844K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-196Closed |
$12.5K - $14.1K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-196- 3.81% |
$12.5K - $14.1K
|
4.95K
$393K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-199- 12.98% |
$12.7K - $14.3K
|
1.33K
$106K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-200- 1.19% |
$12.7K - $14.4K
|
16.6K
$1.31M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-203- 36.12% |
$12.9K - $14.6K
|
359
$28.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-233- 18.9% |
$14.8K - $16.8K
|
1K
$79.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-240- 0.87% |
$15.3K - $17.3K
|
27.4K
$2.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-242- 0.71% |
$15.4K - $17.4K
|
34.1K
$2.7M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-244- 3.33% |
$15.5K - $17.6K
|
7.09K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-245- 52.13% |
$15.6K - $17.7K
|
225
$17.8K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-257- 0.52% |
$16.4K - $18.5K
|
49.6K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-265- 6.08% |
$16.9K - $19.1K
|
4.1K
$325K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-280- 5.21% |
$17.8K - $20.2K
|
5.09K
$404K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-282- 0.9% |
$18K - $20.3K
|
31.2K
$2.47M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-291- 0.11% |
$18.5K - $21K
|
273K
$21.7M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-295- 2.91% |
$18.8K - $21.3K
|
9.86K
$782K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-300- 17.65% |
$19.1K - $21.6K
|
1.4K
$111K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-300- 4.41% |
$19.1K - $21.6K
|
6.5K
$515K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-300- 7.69% |
$19.1K - $21.6K
|
3.6K
$285K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-303- 6.64% |
$19.3K - $21.8K
|
4.26K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-304- 3.04% |
$19.4K - $21.9K
|
9.69K
$769K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 16.05% |
$19.5K - $22.1K
|
1.6K
$127K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-312- 5.91% |
$19.9K - $22.5K
|
4.97K
$394K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-316- 27.29% |
$20.1K - $22.8K
|
842
$66.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-339- 9.92% |
$21.6K - $24.4K
|
3.08K
$244K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-348- 5.83% |
$22.2K - $25.1K
|
5.63K
$446K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-350- 7.95% |
$22.3K - $25.2K
|
4.05K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-350- 22.46% |
$22.3K - $25.2K
|
1.21K
$95.8K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-354- 51.91% |
$22.5K - $25.5K
|
328
$26K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-357- 1.47% |
$22.7K - $25.7K
|
23.9K
$1.9M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-357- 1.47% |
$22.7K - $25.7K
|
23.9K
$1.9M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-358- 10.97% |
$22.8K - $25.8K
|
2.91K
$230K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-361- 25.6% |
$23K - $26K
|
1.05K
$83.2K
|