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
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
6.45K
New
$411K - $465K
6.45K $511K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
6.22K
+ 23.47%
$396K - $448K
32.7K $2.59M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
6.18K
+ 2.59%
$394K - $446K
245K $19.5M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6.14K
New
$391K - $443K
6.14K $487K
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
6.09K
New
$388K - $439K
6.09K $483K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
6.03K
New
$384K - $435K
6.03K $478K
Apr 27, 2023 Q1 2023
Strategic Advisors LLC

BUY
 -
5.86K
New
$373K - $422K
5.86K $464K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
5.85K
+ 101.37%
$373K - $422K
11.6K $922K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
5.84K
New
$372K - $421K
5.84K $463K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
5.81K
New
$370K - $419K
5.81K $461K
May 12, 2023 Q1 2023
Edgewood Management LLC

Greenwich, CT
BUY
 -
5.71K
+ 6.89%
$363K - $411K
88.5K $7.02M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
5.65K
+ 995.59%
$360K - $407K
6.21K $492K
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
5.63K
New
$359K - $406K
5.63K $447K
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
5.17K
New
$329K - $373K
5.17K $410K
May 12, 2023 Q1 2023
Moreno Evelyn V

Boston, MA
BUY
 -
5.15K
+ 10.4%
$328K - $371K
54.7K $4.34M
Apr 17, 2023 Q1 2023
Wall Capital Group, Inc.

BUY
 -
4.86K
New
$310K - $350K
4.86K $385K
Apr 20, 2023 Q1 2023
Howard Capital Management Group, LLC

BUY
 -
4.8K
New
$306K - $346K
4.8K $380K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4.74K
+ 431.63%
$302K - $341K
5.83K $462K
Apr 17, 2023 Q1 2023
Fortune 45 LLC

BUY
 -
4.71K
+ 14.8%
$300K - $340K
36.6K $2.9M
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

BUY
 -
4.6K
New
$293K - $332K
4.6K $365K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
4.58K
New
$292K - $330K
4.58K $363K
May 11, 2023 Q1 2023
Kennicott Capital Management LLC

BUY
 -
4.56K
New
$290K - $329K
4.56K $361K
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
4.48K
+ 35.47%
$285K - $323K
17.1K $1.36M
May 08, 2023 Q1 2023
Cpr Investments Inc.

Rochester, MI
BUY
 -
4.44K
New
$283K - $320K
4.44K $352K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.42K
+ 31.86%
$281K - $318K
18.3K $1.45M
Apr 18, 2023 Q1 2023
Community Trust & Investment CO

BUY
 -
4.35K
+ 1.53%
$277K - $314K
289K $22.9M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
4.16K
+ 3.82%
$265K - $300K
113K $8.98M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
4.15K
New
$264K - $299K
4.15K $329K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
4.09K
+ 5.65%
$261K - $295K
76.5K $6.07M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
4.02K
+ 17.38%
$256K - $290K
27.1K $2.15M
May 18, 2023 Q1 2023
Hnp Capital LLC

BUY
 -
4K
+ 3.8%
$255K - $289K
109K $8.68M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.99K
+ 20.7%
$254K - $288K
23.3K $1.85M
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
3.93K
+ 13.25%
$250K - $283K
33.6K $2.66M
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
3.9K
+ 11.75%
$249K - $281K
37.1K $2.94M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
3.89K
+ 5.34%
$248K - $281K
76.8K $6.09M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.83K
+ 9.02%
$244K - $276K
46.2K $3.67M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.82K
+ 2.88%
$243K - $275K
137K $10.8M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
3.78K
+ 69.45%
$241K - $272K
9.22K $731K
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
3.78K
New
$241K - $272K
3.78K $299K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.67K
+ 4.05%
$234K - $265K
94.2K $7.47M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
3.62K
New
$231K - $261K
3.62K $287K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
3.6K
New
$229K - $259K
3.6K $285K
May 04, 2023 Q1 2023
Vectors Research Management, LLC

New York, NY
BUY
 -
3.52K
+ 2.65%
$224K - $254K
136K $10.8M
May 15, 2023 Q1 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
3.48K
+ 15.47%
$222K - $251K
26K $2.06M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
3.39K
New
$216K - $245K
3.39K $269K
Apr 12, 2023 Q1 2023
Brave Asset Management Inc

BUY
 -
3.36K
+ 6.01%
$214K - $242K
59.2K $4.7M
May 01, 2023 Q1 2023
Banque Pictet & Cie Sa

BUY
 -
3.35K
New
$214K - $242K
3.35K $266K
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
3.35K
+ 5.12%
$214K - $242K
68.8K $5.45M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.26K
+ 36.92%
$208K - $235K
12.1K $958K

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