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 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.48% |
$519 - $616
|
1.68K
$128K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.11% |
$389 - $462
|
5.43K
$415K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.45% |
$324 - $385
|
1.12K
$85.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.03% |
$259 - $308
|
15.5K
$1.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.26% |
$259 - $308
|
1.54K
$118K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.41% |
$259 - $308
|
973
$74.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.02% |
$259 - $308
|
19.4K
$1.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.9% |
$130 - $154
|
225
$17.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2+ 0.03% |
$130 - $154
|
6.89K
$525K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$130 - $154
|
6.21K
$474K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.76% |
$130 - $154
|
266
$20.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$64.9 - $77
|
48.5K
$3.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.02% |
$64.9 - $77
|
5.52K
$421K
|
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.02% |
$64.9 - $77
|
6.2K
$473K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$64.9 - $77
|
1
$76.3
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.79% |
$64.9 - $77
|
127
$9.69K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.06% |
$64.9 - $77
|
1.72K
$131K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$64.9 - $77
|
35.7K
$2.72M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1- 9.09% |
$64.9 - $77
|
10
$763
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1- 0.03% |
$64.9 - $77
|
3.04K
$232K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1- 0.03% |
$64.9 - $77
|
3.92K
$299K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1- 0.01% |
$64.9 - $77
|
7.37K
$562K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5- 0.12% |
$324 - $385
|
4.13K
$315K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$324 - $385
|
12.9K
$981K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-6- 0.01% |
$389 - $462
|
46.9K
$3.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7- 0.36% |
$454 - $539
|
1.96K
$149K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-11- 0.11% |
$714 - $847
|
10.2K
$776K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-11- 1.42% |
$714 - $847
|
763
$58.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-15- 0.08% |
$973 - $1.15K
|
17.6K
$1.35M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 13.39% |
$973 - $1.15K
|
97
$7.4K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
SELL
|
- |
-16- 0.15% |
$1.04K - $1.23K
|
10.4K
$795K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 4.19% |
$1.1K - $1.31K
|
389
$29.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17- 6.01% |
$1.1K - $1.31K
|
266
$20.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-18Closed |
$1.17K - $1.39K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-19- 0.07% |
$1.23K - $1.46K
|
26.7K
$2.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-20- 0.15% |
$1.3K - $1.54K
|
13.4K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23Closed |
$1.49K - $1.77K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 16.77% |
$1.69K - $2K
|
129
$9.84K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-26- 0.19% |
$1.69K - $2K
|
13.4K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 4.88% |
$1.95K - $2.31K
|
585
$44.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-32- 0.11% |
$2.08K - $2.46K
|
29K
$2.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-32- 0.24% |
$2.08K - $2.46K
|
13.2K
$1M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-33- 6.19% |
$2.14K - $2.54K
|
500
$38.2K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-35- 1.73% |
$2.27K - $2.69K
|
1.98K
$151K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-36- 5.47% |
$2.34K - $2.77K
|
622
$47.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-40- 0.16% |
$2.59K - $3.08K
|
25.4K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-44- 1.09% |
$2.85K - $3.39K
|
4.01K
$306K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-47- 13.51% |
$3.05K - $3.62K
|
301
$23K
|