Purchases and Sales Made in Q2 2022 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 2022. 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
Aug 04, 2022 Q2 2022
Penobscot Wealth Management

BUY
 -
559
+ 5.56%
$36.3K - $43K
10.6K $812K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
551
New
$35.7K - $42.4K
551 $42.1K
Jul 22, 2022 Q2 2022
Brandywine Oak Private Wealth LLC

BUY
 -
549
+ 23.15%
$35.6K - $42.3K
2.92K $223K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
538
+ 18.3%
$34.9K - $41.4K
3.48K $266K
Aug 02, 2022 Q2 2022
Abbrea Capital, LLC

BUY
 -
535
+ 4.07%
$34.7K - $41.2K
13.7K $1.05M
Jul 25, 2022 Q2 2022
Lee Danner & Bass Inc

BUY
 -
508
+ 2.83%
$33K - $39.1K
18.5K $1.41M
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
506
+ 17.06%
$32.8K - $38.9K
3.47K $266K
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
504
+ 14.67%
$32.7K - $38.8K
3.94K $301K
Aug 02, 2022 Q2 2022
Private Portfolio Partners LLC

BUY
 -
503
+ 4.68%
$32.6K - $38.7K
11.3K $860K
Mar 14, 2023 Q2 2022
Private Portfolio Partners LLC

BUY
 -
503
+ 4.68%
$32.6K - $38.7K
11.3K $860K
Aug 02, 2022 Q2 2022
Bank Of The West

BUY
 -
495
+ 14.96%
$32.1K - $38.1K
3.8K $291K
Jul 18, 2022 Q2 2022
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
488
+ 6.42%
$31.7K - $37.6K
8.09K $619K
Aug 03, 2022 Q2 2022
Bedell Frazier Investment Counseling, LLC

BUY
 -
466
+ 0.32%
$30.2K - $35.9K
146K $11.2M
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
457
+ 6.19%
$29.6K - $35.2K
7.85K $600K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
453
+ 4.22%
$29.4K - $34.9K
11.2K $857K
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

BUY
 -
431
+ 86.2%
$28K - $33.2K
931 $71.2K
Aug 10, 2022 Q2 2022
Esg Planning

Santa Clara, CA
BUY
 -
427
+ 2.62%
$27.7K - $32.9K
16.7K $1.28M
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
423
+ 8.1%
$27.4K - $32.6K
5.64K $432K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
421
+ 12.74%
$27.3K - $32.4K
3.73K $285K
Jul 13, 2022 Q2 2022
Murphy Capital Management Inc

BUY
 -
420
+ 0.53%
$27.2K - $32.3K
79K $6.04M
Aug 15, 2022 Q2 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
418
+ 4.61%
$27.1K - $32.2K
9.5K $726K
Aug 15, 2022 Q2 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
404
+ 10.44%
$26.2K - $31.1K
4.27K $327K
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

BUY
 -
400
+ 64.52%
$25.9K - $30.8K
1.02K $78K
Aug 11, 2022 Q2 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
397
+ 24.25%
$25.8K - $30.6K
2.03K $156K
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

BUY
 -
391
+ 8.39%
$25.4K - $30.1K
5.05K $386K
Jul 25, 2022 Q2 2022
Washington Trust Advisors, Inc.

BUY
 -
385
+ 2264.71%
$25K - $29.6K
402 $30.7K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
368
+ 3.95%
$23.9K - $28.3K
9.67K $740K
Jul 13, 2022 Q2 2022
Stillwater Capital Advisors, LLC

BUY
 -
366
+ 2.27%
$23.7K - $28.2K
16.5K $1.26M
Aug 01, 2022 Q2 2022
Bray Capital Advisors

BUY
 -
365
+ 0.76%
$23.7K - $28.1K
48.6K $3.72M
Jul 18, 2022 Q2 2022
South Shore Capital Advisors

BUY
 -
360
+ 10.33%
$23.4K - $27.7K
3.84K $294K
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
359
+ 12.91%
$23.3K - $27.6K
3.14K $240K
Jul 25, 2022 Q2 2022
Arrow Financial Corp

BUY
 -
350
+ 2.75%
$22.7K - $26.9K
13.1K $1M
Jul 25, 2022 Q2 2022
Washington Trust CO

BUY
 -
350
+ 18.25%
$22.7K - $26.9K
2.27K $173K
Aug 09, 2022 Q2 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
348
+ 6.67%
$22.6K - $26.8K
5.57K $426K
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
344
+ 0.43%
$22.3K - $26.5K
80.9K $6.19M
Jul 26, 2022 Q2 2022
Girard Partners Ltd.

BUY
 -
338
+ 10.1%
$21.9K - $26K
3.69K $282K
Jul 12, 2022 Q2 2022
Wp Advisors, LLC

BUY
 -
326
+ 1.26%
$21.1K - $25.1K
26.2K $2M
Aug 03, 2022 Q2 2022
Stephens Inc

BUY
 -
325
+ 5.36%
$21.1K - $25K
6.39K $489K
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

BUY
 -
324
+ 5.97%
$21K - $24.9K
5.75K $440K
Jul 26, 2022 Q2 2022
First Premier Bank

BUY
 -
323
New
$21K - $24.9K
323 $24.7K
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
315
+ 5.29%
$20.4K - $24.2K
6.27K $479K
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

BUY
 -
314
+ 22.14%
$20.4K - $24.2K
1.73K $132K
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
313
+ 4.86%
$20.3K - $24.1K
6.76K $517K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
296
+ 0.19%
$19.2K - $22.8K
152K $11.7M
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
291
+ 4.88%
$18.9K - $22.4K
6.26K $478K
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

BUY
 -
278
+ 25.32%
$18K - $21.4K
1.38K $105K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
276
New
$17.9K - $21.2K
276 $21.1K
Jul 14, 2022 Q2 2022
Pittenger & Anderson Inc

BUY
 -
275
+ 5.93%
$17.8K - $21.2K
4.92K $376K
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
275
+ 20.61%
$17.8K - $21.2K
1.61K $123K

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