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
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50- 27.62% |
$3.24K - $3.85K
|
131
$10.4K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-56- 0.54% |
$3.63K - $4.31K
|
10.2K
$810K
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-58- 0.42% |
$3.76K - $4.46K
|
13.9K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-58Closed |
$3.76K - $4.46K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-59- 75.64% |
$3.83K - $4.54K
|
19
$1.51K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-63- 0.16% |
$4.09K - $4.85K
|
40.2K
$3.18M
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-68- 11.06% |
$4.41K - $5.23K
|
547
$43.4K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69- 4.99% |
$4.48K - $5.31K
|
1.31K
$104K
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-70- 0.54% |
$4.54K - $5.39K
|
12.8K
$1.02M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-70- 0.41% |
$4.54K - $5.39K
|
17K
$1.35M
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-72- 2.13% |
$4.67K - $5.54K
|
3.31K
$262K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-73- 1.25% |
$4.74K - $5.62K
|
5.75K
$456K
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-78- 0.25% |
$5.06K - $6K
|
31.6K
$2.51M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-80- 1.09% |
$5.19K - $6.16K
|
7.25K
$574K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-85Closed |
$5.51K - $6.54K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-86- 1.85% |
$5.58K - $6.62K
|
4.55K
$361K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-86- 0.4% |
$5.58K - $6.62K
|
21.5K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-95- 12.2% |
$6.16K - $7.31K
|
684
$54.2K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 3.06% |
$6.49K - $7.7K
|
3.17K
$251K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-100- 8.4% |
$6.49K - $7.7K
|
1.09K
$86.4K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100Closed |
$6.49K - $7.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 4.18% |
$6.62K - $7.85K
|
2.34K
$185K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-104- 0.73% |
$6.75K - $8K
|
14.2K
$1.13M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-105Closed |
$6.81K - $8.08K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-110- 2.95% |
$7.14K - $8.47K
|
3.62K
$287K
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-114- 80.85% |
$7.4K - $8.77K
|
27
$2.14K
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-117- 1.37% |
$7.59K - $9K
|
8.4K
$666K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-130Closed |
$8.43K - $10K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-132Closed |
$8.56K - $10.2K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-133- 2.59% |
$8.63K - $10.2K
|
5.01K
$397K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-134Closed |
$8.69K - $10.3K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-134- 1.38% |
$8.69K - $10.3K
|
9.61K
$762K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-140- 9.01% |
$9.08K - $10.8K
|
1.41K
$112K
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-146- 2.65% |
$9.47K - $11.2K
|
5.37K
$426K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-148- 0.97% |
$9.6K - $11.4K
|
15.2K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-152- 1.63% |
$9.86K - $11.7K
|
9.19K
$729K
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-153- 4.77% |
$9.93K - $11.8K
|
3.06K
$242K
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-163- 1.88% |
$10.6K - $12.5K
|
8.5K
$673K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-163- 0.81% |
$10.6K - $12.5K
|
19.9K
$1.58M
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-164- 0.85% |
$10.6K - $12.6K
|
19.2K
$1.52M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-170- 0.59% |
$11K - $13.1K
|
28.8K
$2.29M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 0.54% |
$11.3K - $13.4K
|
32K
$2.54M
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-176- 0.43% |
$11.4K - $13.5K
|
40.6K
$3.22M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-176- 0.48% |
$11.4K - $13.5K
|
36.2K
$2.87M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-177- 0.99% |
$11.5K - $13.6K
|
17.7K
$1.4M
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-183- 2.94% |
$11.9K - $14.1K
|
6.05K
$480K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-188- 0.21% |
$12.2K - $14.5K
|
88.2K
$7M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-200- 4.37% |
$13K - $15.4K
|
4.38K
$347K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$13K - $15.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 3.62% |
$13K - $15.4K
|
5.32K
$422K
|