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 15, 2022 Q2 2022
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
275
+ 32.35%
$17.8K - $21.2K
1.13K $86K
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
255
+ 1.32%
$16.5K - $19.6K
19.6K $1.5M
Jan 19, 2023 Q2 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
245
New
$15.9K - $18.9K
245 $18.7K
Aug 15, 2022 Q2 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
240
+ 14.93%
$15.6K - $18.5K
1.85K $141K
Aug 01, 2022 Q2 2022
Essex LLC

BUY
 -
235
+ 3.67%
$15.2K - $18.1K
6.64K $508K
Aug 04, 2022 Q2 2022
Washington Trust Bank

BUY
 -
224
+ 4.9%
$14.5K - $17.2K
4.79K $367K
Jul 28, 2022 Q2 2022
Concentrum Wealth Management

BUY
 -
223
+ 8.27%
$14.5K - $17.2K
2.92K $223K
Jul 26, 2022 Q2 2022
Cypress Capital Group

BUY
 -
220
+ 1.3%
$14.3K - $16.9K
17.1K $1.31M
Nov 16, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
215
+ 16.45%
$13.9K - $16.5K
1.52K $116K
Aug 16, 2022 Q2 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
208
+ 1.55%
$13.5K - $16K
13.7K $1.04M
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
191
+ 152.8%
$12.4K - $14.7K
316 $24.2K
Aug 11, 2022 Q2 2022
Stevens Capital Management LP

Radnor, PA
BUY
 -
187
+ 3.17%
$12.1K - $14.4K
6.09K $466K
Aug 01, 2022 Q2 2022
Core Alternative Capital

BUY
 -
186
New
$12.1K - $14.3K
186 $14.2K
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
182
+ 6.25%
$11.8K - $14K
3.09K $237K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
180
+ 72.0%
$11.7K - $13.9K
430 $32.9K
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
180
New
$11.7K - $13.9K
180 $13.8K
Aug 09, 2022 Q2 2022
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
177
+ 0.39%
$11.5K - $13.6K
45.5K $3.48M
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
176
+ 1.07%
$11.4K - $13.5K
16.7K $1.27M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
171
New
$11.1K - $13.2K
171 $13.1K
Jul 28, 2022 Q2 2022
Rise Advisors, LLC

BUY
 -
170
+ 175.26%
$11K - $13.1K
267 $20.4K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
BUY
 -
170
+ 0.38%
$11K - $13.1K
44.9K $3.43M
Aug 04, 2022 Q2 2022
Redwood Financial Network Corp

BUY
 -
167
+ 5.8%
$10.8K - $12.9K
3.05K $233K
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
166
+ 1.15%
$10.8K - $12.8K
14.6K $1.12M
Jul 13, 2022 Q2 2022
Boenning & Scattergood, Inc.

BUY
 -
162
+ 3.18%
$10.5K - $12.5K
5.26K $402K
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
160
+ 0.3%
$10.4K - $12.3K
53K $4.05M
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
158
New
$10.2K - $12.2K
158 $12.1K
Jul 29, 2022 Q2 2022
Avitas Wealth Management LLC

BUY
 -
157
+ 2.59%
$10.2K - $12.1K
6.23K $476K
Jul 07, 2022 Q2 2022
Peoples Financial Services Corp.

BUY
 -
156
+ 0.94%
$10.1K - $12K
16.7K $1.28M
Aug 05, 2022 Q2 2022
Old Second National Bank Of Aurora

BUY
 -
154
+ 4.06%
$9.99K - $11.9K
3.95K $302K
Aug 16, 2022 Q2 2022
White Pine Capital LLC

Golden Valley, MN
BUY
 -
145
+ 1.72%
$9.41K - $11.2K
8.57K $655K
Jul 18, 2022 Q2 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
141
+ 3.28%
$9.15K - $10.9K
4.44K $339K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
139
+ 34.24%
$9.02K - $10.7K
545 $41.7K
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

BUY
 -
136
+ 1.51%
$8.82K - $10.5K
9.14K $699K
Aug 08, 2022 Q2 2022
Gyroscope Capital Management Group, LLC

BUY
 -
136
+ 1.5%
$8.82K - $10.5K
9.19K $703K
Jul 27, 2022 Q2 2022
Braun Stacey Associates Inc

BUY
 -
134
+ 4.87%
$8.69K - $10.3K
2.89K $221K
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

BUY
 -
130
+ 43.33%
$8.43K - $10K
430 $32.9K
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
130
+ 2.93%
$8.43K - $10K
4.57K $349K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
123
New
$7.98K - $9.47K
123 $9.41K
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

BUY
 -
118
+ 1.32%
$7.65K - $9.08K
9.09K $695K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
117
+ 0.75%
$7.59K - $9K
15.7K $1.2M
Aug 11, 2022 Q2 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
108
+ 1.04%
$7.01K - $8.31K
10.5K $800K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
106
+ 8.4%
$6.88K - $8.16K
1.37K $105K
Aug 12, 2022 Q2 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
106
+ 530.0%
$6.88K - $8.16K
126 $9.64K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
103
+ 0.99%
$6.68K - $7.93K
10.6K $808K
Aug 12, 2022 Q2 2022
Cowa, LLC

Tulsa, OK
BUY
 -
103
+ 1.76%
$6.68K - $7.93K
5.95K $455K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
101
+ 2.12%
$6.55K - $7.77K
4.86K $372K
Jul 25, 2022 Q2 2022
Maryland Capital Advisors Inc.

BUY
 -
100
New
$6.49K - $7.7K
100 $7.65K
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
100
New
$6.49K - $7.7K
100 $7.65K
Aug 02, 2022 Q2 2022
Maple Capital Management, Inc.

BUY
 -
99
+ 2.63%
$6.42K - $7.62K
3.87K $296K

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