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
Jul 27, 2022 Q2 2022
Vontobel Holding Ltd.

SELL
 -
-49
- 1.08%
$3.18K - $3.77K
4.49K $343K
Aug 12, 2022 Q2 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-50
- 27.62%
$3.24K - $3.85K
131 $10K
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-56
- 0.54%
$3.63K - $4.31K
10.2K $780K
Jul 07, 2022 Q2 2022
Boltwood Capital Management

SELL
 -
-58
- 0.42%
$3.76K - $4.46K
13.9K $1.06M
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-58
Closed
$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 $1.45K
Aug 12, 2022 Q2 2022
Accretive Wealth Partners, LLC

Parsippany, NJ
SELL
 -
-63
- 0.16%
$4.09K - $4.85K
40.2K $3.06M
Aug 01, 2022 Q2 2022
James Investment Research Inc

SELL
 -
-68
- 11.06%
$4.41K - $5.23K
547 $41.7K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-69
- 4.99%
$4.48K - $5.31K
1.31K $100K
Jul 11, 2022 Q2 2022
Triangle Securities Wealth Management

SELL
 -
-70
- 0.54%
$4.54K - $5.39K
12.8K $978K
Jul 22, 2022 Q2 2022
Horizon Financial Services, LLC

SELL
 -
-72
- 2.13%
$4.67K - $5.54K
3.31K $253K
Aug 09, 2022 Q2 2022
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-73
- 1.25%
$4.74K - $5.62K
5.75K $439K
Jul 26, 2022 Q2 2022
Sepio Capital, LP

SELL
 -
-78
- 0.25%
$5.06K - $6K
31.6K $2.41M
Aug 11, 2022 Q2 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-80
- 1.09%
$5.19K - $6.16K
7.25K $553K
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-85
Closed
$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 $347K
Aug 04, 2022 Q2 2022
Heritage Wealth Advisors

SELL
 -
-86
- 0.4%
$5.58K - $6.62K
21.5K $1.64M
Aug 15, 2022 Q2 2022
Delos Wealth Advisors, LLC

Dallas, TX
SELL
 -
-95
- 12.2%
$6.16K - $7.31K
684 $52.2K
Jul 14, 2022 Q2 2022
Gofen & Glossberg LLC

SELL
 -
-100
- 3.06%
$6.49K - $7.7K
3.17K $241K
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

SELL
 -
-100
- 8.4%
$6.49K - $7.7K
1.09K $83.2K
Aug 22, 2022 Q2 2022
City State Bank

Norwalk, IA
SELL
 -
-100
Closed
$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 $178K
Aug 15, 2022 Q2 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-104
- 0.73%
$6.75K - $8K
14.2K $1.08M
Aug 11, 2022 Q2 2022
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-105
Closed
$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 $276K
Aug 02, 2022 Q2 2022
Mechanics Financial Corp

SELL
 -
-114
- 80.85%
$7.4K - $8.77K
27 $2.06K
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

SELL
 -
-117
- 1.37%
$7.59K - $9K
8.4K $641K
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-130
Closed
$8.43K - $10K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-132
Closed
$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 $382K
Jul 05, 2022 Q2 2022
Future Financial Wealth Managment LLC

SELL
 -
-134
Closed
$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 $733K
Jul 13, 2022 Q2 2022
Parkside Financial Bank & Trust

SELL
 -
-140
- 9.01%
$9.08K - $10.8K
1.41K $108K
Jul 18, 2022 Q2 2022
Patten Group, Inc.

SELL
 -
-146
- 2.65%
$9.47K - $11.2K
5.37K $410K
Jul 25, 2022 Q2 2022
Jmac Enterprises LLC

SELL
 -
-148
- 0.97%
$9.6K - $11.4K
15.2K $1.16M
Aug 15, 2022 Q2 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-152
- 1.63%
$9.86K - $11.7K
9.19K $701K
Jul 25, 2022 Q2 2022
Aspiriant, LLC

SELL
 -
-153
- 4.77%
$9.93K - $11.8K
3.06K $233K
Aug 05, 2022 Q2 2022
Cmg Global Holdings, LLC

SELL
 -
-163
- 1.88%
$10.6K - $12.5K
8.5K $648K
Aug 05, 2022 Q2 2022
Capital Advisors, Ltd. LLC

SELL
 -
-163
- 0.81%
$10.6K - $12.5K
19.9K $1.52M
Aug 15, 2022 Q2 2022
Kore Private Wealth LLC

New York, NY
SELL
 -
-164
- 0.85%
$10.6K - $12.6K
19.2K $1.46M
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-170
- 0.59%
$11K - $13.1K
28.8K $2.2M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-174
- 0.54%
$11.3K - $13.4K
32K $2.44M
Jul 12, 2022 Q2 2022
Danda Trouve Investment Management, Inc.

SELL
 -
-176
- 0.43%
$11.4K - $13.5K
40.6K $3.1M
Aug 12, 2022 Q2 2022
Fiduciary Group LLC

Savannah, GA
SELL
 -
-176
- 0.48%
$11.4K - $13.5K
36.2K $2.77M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-177
- 0.99%
$11.5K - $13.6K
17.7K $1.35M
Aug 12, 2022 Q2 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-183
- 2.94%
$11.9K - $14.1K
6.05K $462K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-188
- 0.21%
$12.2K - $14.5K
88.2K $6.73M
Aug 08, 2022 Q2 2022
Hancock Whitney Corp

SELL
 -
-200
- 4.37%
$13K - $15.4K
4.38K $334K
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-200
Closed
$13K - $15.4K
0 $0

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