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 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
363+ 3.0% |
$23.1K - $26.2K
|
12.5K
$988K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
347+ 10.83% |
$22.1K - $25K
|
3.55K
$282K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
340+ 0.9% |
$21.7K - $24.5K
|
38.2K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
329+ 1.66% |
$21K - $23.7K
|
20.1K
$1.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
327+ 1.28% |
$20.8K - $23.6K
|
25.8K
$2.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
327New |
$20.8K - $23.6K
|
327
$25.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
325+ 4.74% |
$20.7K - $23.4K
|
7.19K
$570K
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
320+ 4.74% |
$20.4K - $23.1K
|
7.06K
$560K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
310+ 5.09% |
$19.7K - $22.3K
|
6.4K
$508K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
309+ 74.46% |
$19.7K - $22.3K
|
724
$57.4K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
300+ 150.0% |
$19.1K - $21.6K
|
500
$39.6K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
295+ 2.3% |
$18.8K - $21.3K
|
13.1K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
276New |
$17.6K - $19.9K
|
276
$21.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
267+ 51.84% |
$17K - $19.2K
|
782
$62K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
266+ 0.72% |
$16.9K - $19.2K
|
37.4K
$2.97M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
255+ 1.09% |
$16.2K - $18.4K
|
23.8K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
254+ 0.61% |
$16.2K - $18.3K
|
41.9K
$3.32M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
250+ 255.1% |
$15.9K - $18K
|
348
$27.6K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
246+ 7.24% |
$15.7K - $17.7K
|
3.64K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
233+ 23.3% |
$14.8K - $16.8K
|
1.23K
$97.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
222+ 0.1% |
$14.1K - $16K
|
214K
$16.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
216+ 1.47% |
$13.8K - $15.6K
|
14.9K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
215+ 0.15% |
$13.7K - $15.5K
|
145K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
214+ 150.7% |
$13.6K - $15.4K
|
356
$28.2K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
213+ 6.08% |
$13.6K - $15.4K
|
3.72K
$295K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
209+ 2.66% |
$13.3K - $15.1K
|
8.08K
$641K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
207+ 3.87% |
$13.2K - $14.9K
|
5.55K
$440K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
200New |
$12.7K - $14.4K
|
200
$15.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
193+ 0.66% |
$12.3K - $13.9K
|
29.3K
$2.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
180+ 180.0% |
$11.5K - $13K
|
280
$22.2K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
179+ 61.72% |
$11.4K - $12.9K
|
469
$37.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
177+ 4.7% |
$11.3K - $12.8K
|
3.94K
$312K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
162+ 0.43% |
$10.3K - $11.7K
|
38.3K
$3.03M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
158+ 4.22% |
$10.1K - $11.4K
|
3.9K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
155+ 4.24% |
$9.87K - $11.2K
|
3.81K
$302K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
150+ 1.3% |
$9.56K - $10.8K
|
11.7K
$927K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
143+ 2.17% |
$9.11K - $10.3K
|
6.74K
$535K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
142+ 3.66% |
$9.05K - $10.2K
|
4.02K
$319K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
137+ 29.85% |
$8.73K - $9.87K
|
596
$47.3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
137+ 4.17% |
$8.73K - $9.87K
|
3.42K
$271K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
135+ 7.16% |
$8.6K - $9.73K
|
2.02K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
125+ 0.83% |
$7.96K - $9.01K
|
15.2K
$1.2M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
124+ 1.77% |
$7.9K - $8.94K
|
7.12K
$564K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
124+ 0.42% |
$7.9K - $8.94K
|
29.3K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120+ 66.3% |
$7.64K - $8.65K
|
301
$23.9K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
118+ 1.84% |
$7.52K - $8.51K
|
6.52K
$517K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
114+ 5.69% |
$7.26K - $8.22K
|
2.12K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
109+ 2.67% |
$6.94K - $7.86K
|
4.18K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
105New |
$6.69K - $7.57K
|
105
$8.32K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
104+ 0.47% |
$6.62K - $7.5K
|
22.2K
$1.76M
|