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 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 4.27% |
$116K - $131K
|
44.6K
$3.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.79KNew |
$114K - $129K
|
1.79K
$142K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.77K+ 4.87% |
$113K - $128K
|
38.1K
$3.02M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.73K+ 13.06% |
$110K - $125K
|
15K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.72K+ 4.38% |
$110K - $124K
|
41.1K
$3.25M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.69K+ 15.13% |
$108K - $122K
|
12.9K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 5.36% |
$103K - $117K
|
31.9K
$2.53M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.61K+ 47.67% |
$102K - $116K
|
4.98K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.58K+ 6.62% |
$100K - $114K
|
25.4K
$2.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$100K - $113K
|
1.57K
$125K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.57K+ 0.67% |
$100K - $113K
|
235K
$18.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.56K+ 48.69% |
$99.3K - $112K
|
4.76K
$377K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.51K+ 12.96% |
$96.4K - $109K
|
13.2K
$1.05M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 34.56% |
$95.4K - $108K
|
5.83K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.45K+ 11.48% |
$92.4K - $105K
|
14.1K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.45K+ 1.2% |
$92K - $104K
|
122K
$9.7M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$90.8K - $103K
|
1.43K
$113K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.43K+ 3.45% |
$90.8K - $103K
|
42.8K
$3.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1.42K+ 3.16% |
$90.7K - $103K
|
46.4K
$3.68M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.42K+ 43.44% |
$90.7K - $103K
|
4.7K
$373K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.4K+ 68.26% |
$89.2K - $101K
|
3.45K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
1.32K+ 19.53% |
$84K - $95K
|
8.07K
$640K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.31K+ 2.74% |
$83.2K - $94.1K
|
49K
$3.89M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.23K+ 3.36% |
$78.2K - $88.5K
|
37.8K
$3M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 4.1% |
$76.9K - $87K
|
30.7K
$2.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$76.4K - $86.5K
|
1.2K
$95.1K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.2K+ 17.6% |
$76.4K - $86.5K
|
8.02K
$636K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.17K+ 4.96% |
$74.3K - $84.1K
|
24.7K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.16K+ 1.04% |
$73.9K - $83.6K
|
112K
$8.9M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.15K+ 18.12% |
$73.1K - $82.7K
|
7.48K
$593K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.11K+ 8.37% |
$71K - $80.3K
|
14.4K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 8.41% |
$71K - $80.3K
|
14.4K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.11K+ 28.97% |
$70.8K - $80.2K
|
4.95K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.11K+ 16.38% |
$70.6K - $79.9K
|
7.87K
$624K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.09KNew |
$69.1K - $78.2K
|
1.09K
$86K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.09K+ 14.04% |
$69.1K - $78.2K
|
8.81K
$699K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.07K+ 20.07% |
$68.4K - $77.4K
|
6.43K
$509K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.07K+ 4.19% |
$68K - $77K
|
26.5K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.06K+ 15.8% |
$67.5K - $76.4K
|
7.77K
$616K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.06K+ 2.31% |
$67.3K - $76.2K
|
46.9K
$3.72M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.05K+ 3.09% |
$66.9K - $75.7K
|
35K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 198.84% |
$65.4K - $74K
|
1.54K
$122K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.02K+ 14.16% |
$64.7K - $73.2K
|
8.18K
$649K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.01K+ 5.36% |
$64.1K - $72.6K
|
19.8K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 18.76% |
$63.8K - $72.2K
|
6.34K
$502K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$79.3K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$79.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$79.3K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$79.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
994New |
$63.3K - $71.6K
|
994
$78.8K
|