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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.47K- 11.38% |
$93.6K - $106K
|
11.4K
$907K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.5K- 32.69% |
$95.6K - $108K
|
3.09K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 48.99% |
$95.6K - $108K
|
1.56K
$124K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.5K- 59.67% |
$95.6K - $108K
|
1.01K
$80.4K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.52K- 6.59% |
$96.6K - $109K
|
21.5K
$1.7M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 11.27% |
$96.6K - $109K
|
11.9K
$946K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.54K- 8.17% |
$98K - $111K
|
17.3K
$1.37M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.56K- 51.01% |
$99.5K - $113K
|
1.5K
$119K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.58KClosed |
$101K - $114K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.6K- 2.19% |
$102K - $115K
|
71.2K
$5.64M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.65K- 30.58% |
$105K - $119K
|
3.75K
$298K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 3.86% |
$107K - $121K
|
41.7K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.7K- 1.24% |
$108K - $123K
|
136K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.78K- 4.45% |
$114K - $128K
|
38.3K
$3.04M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.79K- 11.18% |
$114K - $129K
|
14.2K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.84K- 7.43% |
$117K - $133K
|
23K
$1.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.88K- 23.73% |
$120K - $135K
|
6.04K
$479K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.97K- 8.63% |
$126K - $142K
|
20.9K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.99K- 14.06% |
$127K - $143K
|
12.1K
$963K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2K- 37.35% |
$127K - $144K
|
3.36K
$266K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.01K- 6.71% |
$128K - $145K
|
28K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.06K- 5.3% |
$131K - $148K
|
36.7K
$2.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.06K- 7.54% |
$131K - $148K
|
25.2K
$2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.09K- 4.32% |
$133K - $151K
|
46.2K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.11K- 6.17% |
$135K - $152K
|
32.1K
$2.55M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.12K- 99.86% |
$135K - $152K
|
3
$238
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.14K- 12.83% |
$136K - $154K
|
14.5K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.15K- 5.74% |
$137K - $155K
|
35.3K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 2.7% |
$137K - $156K
|
77.8K
$6.17M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.16K- 24.05% |
$138K - $156K
|
6.83K
$542K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.19K- 22.19% |
$140K - $158K
|
7.69K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.22K- 16.03% |
$141K - $160K
|
11.6K
$920K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.34K- 13.05% |
$149K - $169K
|
15.6K
$1.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.36K- 12.54% |
$151K - $170K
|
16.5K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 5.85% |
$151K - $171K
|
38.3K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.43K- 33.23% |
$154K - $175K
|
4.87K
$386K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.46K- 7.75% |
$157K - $177K
|
29.3K
$2.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.63K- 11.56% |
$168K - $190K
|
20.1K
$1.6M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.67K- 11.9% |
$170K - $192K
|
19.8K
$1.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.69K- 8.71% |
$171K - $194K
|
28.1K
$2.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.7K- 33.36% |
$172K - $195K
|
5.39K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 21.96% |
$177K - $200K
|
9.86K
$782K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.79K- 10.28% |
$177K - $201K
|
24.3K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 25.71% |
$182K - $206K
|
8.26K
$655K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.89K- 9.98% |
$184K - $208K
|
26.1K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.9K- 5.91% |
$185K - $209K
|
46.2K
$3.67M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.96K- 30.31% |
$189K - $213K
|
6.81K
$540K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 2.43% |
$192K - $217K
|
121K
$9.61M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.02K- 8.18% |
$192K - $218K
|
33.9K
$2.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.12K- 9.8% |
$199K - $225K
|
28.7K
$2.28M
|