Purchases and Sales Made in Q2 2022 in Utilities Sector Spdr (XLU)
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
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
93+ 7.82% |
$6.03K - $7.16K
|
1.28K
$102K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
87New |
$5.64K - $6.7K
|
87
$6.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
85+ 2.52% |
$5.51K - $6.54K
|
3.46K
$274K
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
80+ 0.24% |
$5.19K - $6.16K
|
33.9K
$2.69M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
80New |
$5.19K - $6.16K
|
80
$6.34K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
80+ 8.29% |
$5.19K - $6.16K
|
1.05K
$82.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
75+ 1.23% |
$4.87K - $5.77K
|
6.19K
$491K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
75+ 55.56% |
$4.87K - $5.77K
|
210
$16.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
72+ 1.9% |
$4.67K - $5.54K
|
3.86K
$306K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
72+ 1.9% |
$4.67K - $5.54K
|
3.86K
$306K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70+ 0.84% |
$4.54K - $5.39K
|
8.42K
$667K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
68+ 0.57% |
$4.41K - $5.23K
|
11.9K
$944K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$4.15K - $4.93K
|
64
$5.07K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
58+ 6.68% |
$3.76K - $4.46K
|
926
$73.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
49+ 0.77% |
$3.18K - $3.77K
|
6.41K
$508K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49+ 45.79% |
$3.18K - $3.77K
|
156
$12.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
45New |
$2.92K - $3.46K
|
45
$3.57K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
44+ 0.49% |
$2.85K - $3.39K
|
9.06K
$718K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 17.0% |
$2.72K - $3.23K
|
289
$22.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
40+ 1.01% |
$2.59K - $3.08K
|
4.01K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 5.31% |
$2.59K - $3.08K
|
793
$62.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
39+ 0.75% |
$2.53K - $3K
|
5.27K
$418K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
38+ 1.18% |
$2.47K - $2.92K
|
3.26K
$259K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
35New |
$2.27K - $2.69K
|
35
$2.77K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
35+ 15.22% |
$2.27K - $2.69K
|
265
$21K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
34New |
$2.21K - $2.62K
|
34
$2.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
33+ 0.4% |
$2.14K - $2.54K
|
8.37K
$664K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.68% |
$2.14K - $2.54K
|
4.88K
$387K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
31+ 2.3% |
$2.01K - $2.39K
|
1.38K
$109K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
28+ 0.78% |
$1.82K - $2.15K
|
3.63K
$287K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 1.31% |
$1.75K - $2.08K
|
2.09K
$166K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
26+ 22.61% |
$1.69K - $2K
|
141
$11.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
26+ 0.72% |
$1.69K - $2K
|
3.63K
$288K
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
BUY
|
- |
24+ 0.17% |
$1.56K - $1.85K
|
14.1K
$1.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.49K - $1.77K
|
6.11K
$484K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.35% |
$1.43K - $1.69K
|
6.36K
$504K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
21New |
$1.36K - $1.62K
|
21
$1.66K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
19+ 0.45% |
$1.23K - $1.46K
|
4.22K
$335K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
19+ 3.05% |
$1.23K - $1.46K
|
642
$50.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$1.04K - $1.23K
|
16
$1.27K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.04K - $1.23K
|
16
$1.27K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.04K - $1.23K
|
16
$1.27K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
15New |
$973 - $1.15K
|
15
$1.19K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
12New |
$778 - $924
|
12
$951
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.1% |
$714 - $847
|
10.5K
$833K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
10+ 0.13% |
$649 - $770
|
7.62K
$604K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9+ 0.22% |
$584 - $693
|
4.14K
$328K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
8+ 0.71% |
$519 - $616
|
1.14K
$90.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
8+ 0.18% |
$519 - $616
|
4.43K
$351K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.48% |
$519 - $616
|
1.68K
$134K
|