Purchases and Sales Made in Q1 2023 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
53.4K
New
$3.4M - $3.85M
53.4K $4.23M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
53.1K
New
$3.38M - $3.82M
53.1K $4.21M
Apr 19, 2023 Q1 2023
Gunma Bank,Ltd.

BUY
 -
52K
+ 108.33%
$3.31M - $3.75M
100K $7.93M
Jul 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
51.7K
+ 305.35%
$3.29M - $3.73M
68.6K $5.44M
Oct 21, 2024 Q1 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
51.3K
+ 91.42%
$3.27M - $3.7M
107K $8.51M
May 15, 2023 Q1 2023
Innealta Capital, LLC

Austin, TX
BUY
 -
51.1K
+ 470.65%
$3.26M - $3.69M
62K $4.91M
Apr 14, 2023 Q1 2023
H&H Retirement Design & Management Inc

BUY
 -
51K
New
$3.25M - $3.68M
51K $4.04M
Apr 21, 2023 Q1 2023
Acute Investment Advisory, LLC

Mesa, AZ
BUY
 -
49.5K
New
$3.15M - $3.57M
49.5K $3.92M
May 12, 2023 Q1 2023
Richard Bernstein Advisors LLC

BUY
 -
48.9K
+ 5.03%
$3.12M - $3.53M
1.02M $80.9M
May 15, 2023 Q1 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
48.6K
New
$3.09M - $3.5M
48.6K $3.85M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
48K
New
$3.06M - $3.46M
48K $3.8M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
45K
+ 51.6%
$2.87M - $3.24M
132K $10.5M
May 15, 2023 Q1 2023
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
43.5K
New
$2.77M - $3.14M
43.5K $3.45M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
41.9K
New
$2.67M - $3.02M
41.9K $3.32M
Apr 12, 2023 Q1 2023
D. Scott Neal, Inc.

BUY
 -
40.9K
+ 51.27%
$2.61M - $2.95M
121K $9.57M
May 03, 2023 Q1 2023
Alpha Star Capital Management, LLC

BUY
 -
39.5K
+ 126.27%
$2.51M - $2.84M
70.7K $5.6M
May 15, 2023 Q1 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
39.4K
+ 372.03%
$2.51M - $2.84M
50K $3.96M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
39.3K
New
$2.5M - $2.83M
39.3K $3.11M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
38.2K
+ 38.06%
$2.43M - $2.75M
138K $11M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
36.5K
+ 17.81%
$2.32M - $2.63M
241K $19.1M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
35.8K
+ 48.38%
$2.28M - $2.58M
110K $8.71M
May 15, 2023 Q1 2023
Verition Fund Management LLC

Greenwich, CT
BUY
 -
34K
+ 489.95%
$2.16M - $2.45M
40.9K $3.24M
May 12, 2023 Q1 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
33.8K
New
$2.15M - $2.44M
33.8K $2.68M
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
33.3K
New
$2.12M - $2.4M
33.3K $2.64M
May 15, 2023 Q1 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
32.1K
+ 485.69%
$2.04M - $2.31M
38.7K $3.07M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
31K
+ 125.73%
$1.97M - $2.23M
55.6K $4.41M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
30.7K
New
$1.96M - $2.22M
30.7K $2.44M
May 15, 2023 Q1 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
30.2K
+ 73.64%
$1.92M - $2.18M
71.2K $5.64M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
27.8K
+ 4.25%
$1.77M - $2M
682K $54M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
26.9K
New
$1.71M - $1.94M
26.9K $2.13M
May 15, 2023 Q1 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
26.5K
New
$1.69M - $1.91M
26.5K $2.1M
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
26.2K
New
$1.67M - $1.89M
26.2K $2.08M
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
25.4K
+ 145.88%
$1.62M - $1.83M
42.8K $3.39M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
25.2K
+ 6.66%
$1.6M - $1.81M
403K $31.9M
May 15, 2023 Q1 2023
Drw Securities, LLC

Chicago, IL
BUY
 -
24.8K
New
$1.58M - $1.78M
24.8K $1.96M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
23.9K
+ 46.53%
$1.52M - $1.72M
75.1K $5.96M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
23.6K
New
$1.51M - $1.7M
23.6K $1.87M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
23.6K
+ 37.87%
$1.51M - $1.7M
86K $6.82M
May 15, 2023 Q1 2023
Centiva Capital, LP

New York, NY
BUY
 -
22.8K
+ 151.66%
$1.45M - $1.64M
37.8K $3M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
22.6K
+ 14.39%
$1.44M - $1.63M
180K $14.3M
May 15, 2023 Q1 2023
Ascendant Capital Management, LLC

Los Angeles, CA
BUY
 -
22K
New
$1.4M - $1.59M
22K $1.74M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
21.4K
+ 11.31%
$1.37M - $1.55M
211K $16.7M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
20.3K
+ 48.04%
$1.29M - $1.46M
62.6K $4.96M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
20K
New
$1.28M - $1.44M
20K $1.59M
May 15, 2023 Q1 2023
Crestline Management, LP

Fort Worth, TX
BUY
 -
20K
New
$1.27M - $1.44M
20K $1.59M
May 09, 2023 Q1 2023
Hollow Brook Wealth Management LLC

BUY
 -
19.9K
+ 99.21%
$1.27M - $1.44M
40K $3.17M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
19.9K
+ 28.96%
$1.27M - $1.43M
88.6K $7.02M
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
19.1K
+ 53.91%
$1.22M - $1.38M
54.5K $4.32M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
18.9K
New
$1.2M - $1.36M
18.9K $1.5M

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