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
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
103New |
$6.56K - $7.42K
|
103
$8.17K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
102+ 3.27% |
$6.5K - $7.35K
|
3.22K
$255K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
96+ 1.97% |
$6.12K - $6.92K
|
4.97K
$394K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
90+ 2.9% |
$5.73K - $6.49K
|
3.2K
$253K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
89+ 1.98% |
$5.67K - $6.42K
|
4.59K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
85+ 0.57% |
$5.41K - $6.13K
|
14.9K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
84+ 53.16% |
$5.35K - $6.05K
|
242
$19.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.53% |
$5.35K - $6.05K
|
15.8K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
80New |
$5.1K - $5.77K
|
80
$6.34K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
75+ 0.48% |
$4.78K - $5.41K
|
15.7K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
71+ 2.09% |
$4.52K - $5.12K
|
3.47K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
71+ 5.18% |
$4.52K - $5.12K
|
1.44K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
70+ 1.83% |
$4.46K - $5.05K
|
3.89K
$308K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
68+ 1.65% |
$4.33K - $4.9K
|
4.19K
$332K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
68+ 0.98% |
$4.33K - $4.9K
|
6.99K
$554K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
65+ 0.56% |
$4.14K - $4.69K
|
11.6K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
63+ 0.41% |
$4.01K - $4.54K
|
15.4K
$1.22M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
60New |
$3.82K - $4.32K
|
60
$4.76K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
59+ 0.49% |
$3.76K - $4.25K
|
12.1K
$958K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
58+ 0.9% |
$3.69K - $4.18K
|
6.49K
$514K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
56+ 0.12% |
$3.57K - $4.04K
|
46.5K
$3.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
56+ 0.55% |
$3.57K - $4.04K
|
10.2K
$806K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
54+ 2.07% |
$3.44K - $3.89K
|
2.67K
$211K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
53+ 0.2% |
$3.38K - $3.82K
|
26.4K
$2.09M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
52+ 0.73% |
$3.31K - $3.75K
|
7.22K
$573K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
52+ 520.0% |
$3.31K - $3.75K
|
62
$4.92K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
51+ 40.8% |
$3.25K - $3.68K
|
176
$14K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
51+ 0.87% |
$3.25K - $3.68K
|
5.88K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
50+ 0.77% |
$3.19K - $3.6K
|
6.52K
$517K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
50+ 1.65% |
$3.19K - $3.6K
|
3.08K
$244K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
49+ 1.16% |
$3.12K - $3.53K
|
4.28K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
45+ 0.53% |
$2.87K - $3.24K
|
8.54K
$677K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
45+ 0.5% |
$2.87K - $3.24K
|
9.13K
$724K
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
43+ 0.05% |
$2.74K - $3.1K
|
86.3K
$6.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
42+ 0.32% |
$2.68K - $3.03K
|
13K
$1.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 21.51% |
$2.55K - $2.88K
|
226
$17.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 2.58% |
$2.55K - $2.88K
|
1.59K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
39New |
$2.48K - $2.81K
|
39
$3.09K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37+ 12.33% |
$2.36K - $2.67K
|
337
$26.7K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
36+ 1.04% |
$2.29K - $2.59K
|
3.5K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$2.23K - $2.52K
|
35
$2.77K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
32+ 6.06% |
$2.04K - $2.31K
|
560
$44.4K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
30+ 0.74% |
$1.91K - $2.16K
|
4.08K
$324K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
30+ 0.58% |
$1.91K - $2.16K
|
5.17K
$410K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
29+ 0.75% |
$1.85K - $2.09K
|
3.89K
$308K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.75% |
$1.72K - $1.95K
|
3.64K
$288K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26New |
$1.66K - $1.87K
|
26
$2.06K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
25+ 0.68% |
$1.59K - $1.8K
|
3.71K
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
25+ 0.25% |
$1.59K - $1.8K
|
9.96K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24+ 0.27% |
$1.53K - $1.73K
|
8.87K
$703K
|