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 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.32K- 23.67% |
$466K - $527K
|
23.6K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-7.74K- 11.03% |
$493K - $558K
|
62.4K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.03K- 1.45% |
$511K - $579K
|
547K
$43.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-8.12K- 16.63% |
$517K - $585K
|
40.7K
$3.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.12K- 21.2% |
$517K - $585K
|
30.2K
$2.39M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.33K- 56.68% |
$530K - $600K
|
6.37K
$505K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.34K- 9.69% |
$532K - $601K
|
77.7K
$6.16M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-8.44K- 1.59% |
$537K - $608K
|
521K
$41.3M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.46K- 36.38% |
$539K - $609K
|
14.8K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.48K- 3.95% |
$540K - $611K
|
206K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-8.56K- 26.64% |
$545K - $617K
|
23.6K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.6K- 14.98% |
$548K - $620K
|
48.8K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8.76K- 84.73% |
$558K - $631K
|
1.58K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.87K- 19.89% |
$565K - $639K
|
35.7K
$2.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.14K- 63.34% |
$582K - $659K
|
5.29K
$419K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.31K- 38.07% |
$593K - $671K
|
15.1K
$1.2M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9.32K- 97.19% |
$594K - $672K
|
270
$21.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.79K- 39.93% |
$624K - $706K
|
14.7K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5K- 70.55% |
$669K - $757K
|
4.38K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.9K- 13.5% |
$693K - $784K
|
69.7K
$5.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.1K- 17.99% |
$710K - $804K
|
50.8K
$4.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-11.4K- 47.14% |
$727K - $822K
|
12.8K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.5K- 42.05% |
$730K - $826K
|
15.8K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11.9K- 44.9% |
$759K - $859K
|
14.6K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.5K- 4.01% |
$796K - $900K
|
299K
$23.7M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-12.7K- 60.61% |
$806K - $912K
|
8.23K
$652K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.9K- 22.38% |
$823K - $932K
|
44.8K
$3.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-13K- 4.64% |
$828K - $937K
|
267K
$21.2M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13.1K- 7.92% |
$832K - $942K
|
152K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-13.4K- 27.7% |
$851K - $963K
|
34.9K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.7K- 13.7% |
$871K - $985K
|
86.1K
$6.83M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-14.9K- 54.69% |
$950K - $1.07M
|
12.4K
$979K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 25.95% |
$955K - $1.08M
|
42.8K
$3.39M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15.8K- 52.64% |
$1.01M - $1.14M
|
14.2K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-15.8K- 0.73% |
$1.01M - $1.14M
|
2.16M
$171M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-16.1K- 28.63% |
$1.03M - $1.16M
|
40.1K
$3.18M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-16.2K- 2.67% |
$1.03M - $1.17M
|
589K
$46.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.6K- 19.62% |
$1.06M - $1.2M
|
68.1K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.8K- 11.95% |
$1.07M - $1.21M
|
124K
$9.84M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.1K- 29.89% |
$1.09M - $1.23M
|
40K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.5K- 51.96% |
$1.12M - $1.26M
|
16.2K
$1.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-17.6K- 59.25% |
$1.12M - $1.27M
|
12.1K
$959K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-18.8K- 60.26% |
$1.2M - $1.35M
|
12.4K
$981K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18.8K- 17.79% |
$1.2M - $1.36M
|
87K
$6.9M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-19.4K- 58.64% |
$1.24M - $1.4M
|
13.7K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-19.6K- 18.71% |
$1.25M - $1.41M
|
85.1K
$6.75M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.4K- 8.04% |
$1.36M - $1.54M
|
244K
$19.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 6.82% |
$1.38M - $1.56M
|
296K
$23.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.2K- 28.58% |
$1.41M - $1.6M
|
55.4K
$4.39M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-22.5K- 15.49% |
$1.43M - $1.62M
|
123K
$9.74M
|