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 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.14K- 11.02% |
$200K - $226K
|
25.3K
$2.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.17K- 39.89% |
$202K - $229K
|
4.78K
$379K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.23K- 26.39% |
$206K - $233K
|
9.01K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.25K- 28.69% |
$207K - $234K
|
8.07K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.35K- 19.05% |
$214K - $242K
|
14.2K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.43K- 25.53% |
$218K - $247K
|
10K
$793K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.44K- 27.99% |
$219K - $248K
|
8.84K
$701K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.44K- 4.75% |
$219K - $248K
|
68.9K
$5.46M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.45K- 33.98% |
$219K - $248K
|
6.69K
$531K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-3.45K- 31.97% |
$220K - $249K
|
7.34K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.46K- 37.66% |
$220K - $249K
|
5.73K
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-3.58K- 75.9% |
$228K - $258K
|
1.14K
$90.1K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-3.62K- 4.66% |
$231K - $261K
|
74.2K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.66K- 2.63% |
$233K - $263K
|
135K
$10.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-3.8K- 11.58% |
$242K - $274K
|
29K
$2.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.83K- 7.02% |
$244K - $276K
|
50.8K
$4.02M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-3.97K- 4.52% |
$253K - $286K
|
83.9K
$6.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.14K- 32.61% |
$264K - $298K
|
8.55K
$678K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.14K- 35.89% |
$264K - $298K
|
7.4K
$586K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.18K- 9.9% |
$266K - $301K
|
38K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.23K- 9.52% |
$270K - $305K
|
40.2K
$3.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.28K- 37.95% |
$273K - $308K
|
7K
$555K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.38K- 6.99% |
$279K - $316K
|
58.3K
$4.62M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.42K- 23.21% |
$282K - $319K
|
14.6K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.59K- 5.63% |
$293K - $331K
|
76.9K
$6.1M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.72K- 27.85% |
$301K - $341K
|
12.2K
$970K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-4.76K- 7.88% |
$303K - $343K
|
55.7K
$4.42M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.76K- 1.24% |
$303K - $343K
|
380K
$30.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-4.86K- 57.61% |
$310K - $350K
|
3.58K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.93K- 15.97% |
$314K - $355K
|
25.9K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.95K- 18.98% |
$315K - $357K
|
21.1K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.06K- 62.28% |
$322K - $365K
|
3.06K
$243K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-5.36K- 28.5% |
$342K - $387K
|
13.5K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.4K- 19.81% |
$344K - $390K
|
21.9K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-5.55K- 3.84% |
$353K - $400K
|
139K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.59K- 37.83% |
$356K - $403K
|
9.19K
$728K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.61K- 61.56% |
$357K - $404K
|
3.5K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.82K- 10.1% |
$370K - $419K
|
51.8K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.82K- 7.43% |
$370K - $419K
|
72.5K
$5.75M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.99K- 4.32% |
$382K - $432K
|
133K
$10.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-6.04K- 5.77% |
$385K - $436K
|
98.8K
$7.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-6.18K- 20.05% |
$394K - $446K
|
24.6K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.23K- 30.86% |
$397K - $449K
|
14K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.26K- 76.59% |
$399K - $451K
|
1.91K
$152K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-6.36K- 45.57% |
$405K - $458K
|
7.59K
$602K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.69K- 72.5% |
$426K - $482K
|
2.54K
$201K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.72K- 6.08% |
$428K - $484K
|
104K
$8.22M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-6.86KClosed |
$437K - $495K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.93K- 7.94% |
$441K - $499K
|
80.4K
$6.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.16K- 56.04% |
$456K - $516K
|
5.62K
$445K
|