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 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-209- 5.78% |
$13.6K - $16.1K
|
3.41K
$270K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-224- 1.22% |
$14.5K - $17.2K
|
18.2K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-232- 1.89% |
$15K - $17.9K
|
12.1K
$956K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-233- 2.46% |
$15.1K - $17.9K
|
9.25K
$734K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-249- 4.05% |
$16.2K - $19.2K
|
5.9K
$467K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-250- 2.41% |
$16.2K - $19.2K
|
10.1K
$802K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-270- 0.65% |
$17.5K - $20.8K
|
41.3K
$3.27M
|
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-270- 3.92% |
$17.5K - $20.8K
|
6.62K
$525K
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-277- 5.34% |
$18K - $21.3K
|
4.91K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-279- 0.1% |
$18.1K - $21.5K
|
288K
$22.9M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-291- 5.63% |
$18.9K - $22.4K
|
4.88K
$387K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-293- 2.47% |
$19K - $22.5K
|
11.6K
$916K
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-298- 0.46% |
$19.3K - $22.9K
|
64K
$5.07M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-300- 34.68% |
$19.5K - $23.1K
|
565
$44.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-305- 43.26% |
$19.8K - $23.5K
|
400
$31.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-314- 3.58% |
$20.4K - $24.2K
|
8.46K
$670K
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-315- 2.55% |
$20.4K - $24.2K
|
12K
$954K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-317- 0.15% |
$20.6K - $24.4K
|
216K
$17.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-335- 2.88% |
$21.7K - $25.8K
|
11.3K
$895K
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-340- 1.5% |
$22.1K - $26.2K
|
22.3K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-357- 1.66% |
$23.2K - $27.5K
|
21.1K
$1.67M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-363Closed |
$23.5K - $27.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-371- 36.59% |
$24.1K - $28.6K
|
643
$51K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-375- 5.62% |
$24.3K - $28.9K
|
6.3K
$500K
|
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-375- 8.91% |
$24.3K - $28.9K
|
3.83K
$304K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-400- 4.66% |
$25.9K - $30.8K
|
8.18K
$648K
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-405- 3.34% |
$26.3K - $31.2K
|
11.7K
$929K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-419- 3.7% |
$27.2K - $32.2K
|
10.9K
$865K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-440- 0.59% |
$28.5K - $33.9K
|
74.3K
$5.89M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 6.3% |
$29.2K - $34.6K
|
6.7K
$531K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-475- 47.5% |
$30.8K - $36.6K
|
525
$41.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-476Closed |
$30.9K - $36.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-487- 1.37% |
$31.6K - $37.5K
|
35K
$2.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-491- 8.3% |
$31.9K - $37.8K
|
5.42K
$430K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-500- 4.66% |
$32.4K - $38.5K
|
10.2K
$811K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-501- 5.32% |
$32.5K - $38.6K
|
8.92K
$707K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-511- 11.08% |
$33.1K - $39.3K
|
4.1K
$325K
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-512- 2.74% |
$33.2K - $39.4K
|
18.2K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-518- 3.51% |
$33.6K - $39.9K
|
14.3K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-523- 42.04% |
$33.9K - $40.3K
|
721
$57.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-541- 0.95% |
$35.1K - $41.6K
|
56.3K
$4.47M
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-569Closed |
$36.9K - $43.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-579- 10.1% |
$37.6K - $44.6K
|
5.15K
$409K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-583- 12.27% |
$37.8K - $44.9K
|
4.17K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-622- 1.16% |
$40.3K - $47.9K
|
52.9K
$4.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-651- 6.82% |
$42.2K - $50.1K
|
8.9K
$705K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-660- 0.97% |
$42.8K - $50.8K
|
67.6K
$5.36M
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-665- 8.3% |
$43.1K - $51.2K
|
7.35K
$583K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-678- 28.16% |
$44K - $52.2K
|
1.73K
$137K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-691- 1.38% |
$44.8K - $53.2K
|
49.5K
$3.92M
|