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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-691- 1.38% |
$44.8K - $53.2K
|
49.5K
$3.78M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-717- 16.04% |
$46.5K - $55.2K
|
3.75K
$286K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-731- 2.32% |
$47.4K - $56.3K
|
30.8K
$2.35M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-742- 6.4% |
$48.1K - $57.1K
|
10.8K
$828K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-767- 1.93% |
$49.8K - $59K
|
39K
$2.97M
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-777- 2.86% |
$50.4K - $59.8K
|
26.4K
$2.02M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-790- 16.33% |
$51.2K - $60.8K
|
4.05K
$309K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-797- 1.16% |
$51.7K - $61.3K
|
67.8K
$5.17M
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-800- 20.08% |
$51.9K - $61.6K
|
3.19K
$243K
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-800- 4.28% |
$51.9K - $61.6K
|
17.9K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 0.94% |
$51.9K - $61.6K
|
84.4K
$6.44M
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-829- 2.54% |
$53.8K - $63.8K
|
31.8K
$2.43M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-835- 16.67% |
$54.2K - $64.3K
|
4.18K
$319K
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-843- 1.8% |
$54.7K - $64.9K
|
46.1K
$3.52M
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-868- 25.96% |
$56.3K - $66.8K
|
2.48K
$189K
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-868- 0.72% |
$56.3K - $66.8K
|
120K
$9.15M
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
SELL
|
- |
-898- 2.35% |
$58.3K - $69.1K
|
37.4K
$2.85M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-926Closed |
$60.1K - $71.3K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-959- 3.4% |
$62.2K - $73.8K
|
27.3K
$2.08M
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-979- 3.33% |
$63.5K - $75.3K
|
28.5K
$2.17M
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.01K- 0.72% |
$65.4K - $77.6K
|
140K
$10.7M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.01KClosed |
$65.5K - $77.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.04K- 1.44% |
$67.2K - $79.7K
|
70.8K
$5.4M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 0.82% |
$68K - $80.7K
|
127K
$9.66M
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.1K- 14.1% |
$71.4K - $84.7K
|
6.7K
$511K
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.1K- 13.1% |
$71.4K - $84.7K
|
7.3K
$557K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.23K- 63.64% |
$79.5K - $94.3K
|
700
$53.4K
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.23K- 27.9% |
$79.5K - $94.4K
|
3.17K
$242K
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.25KClosed |
$81.1K - $96.2K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 3.16% |
$81.3K - $96.5K
|
38.4K
$2.93M
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.28K- 22.36% |
$82.9K - $98.4K
|
4.44K
$339K
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.3K- 4.25% |
$84.1K - $99.8K
|
29.2K
$2.23M
|
|
Aug 12, 2022
Q2 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.3K- 4.59% |
$84.3K - $100K
|
27K
$2.06M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.34K- 4.17% |
$86.7K - $103K
|
30.7K
$2.34M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.38K- 3.77% |
$89.4K - $106K
|
35.2K
$2.69M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.45KClosed |
$94.1K - $112K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.47K- 24.71% |
$95.2K - $113K
|
4.47K
$341K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.5K- 8.76% |
$97.4K - $116K
|
15.7K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.58K- 34.58% |
$102K - $121K
|
2.98K
$227K
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.62K- 7.36% |
$105K - $125K
|
20.4K
$1.56M
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.7K- 2.78% |
$110K - $131K
|
59.4K
$4.53M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.7K- 2.81% |
$110K - $131K
|
58.9K
$4.5M
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.75K- 28.26% |
$114K - $135K
|
4.45K
$340K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.76K- 7.17% |
$114K - $135K
|
22.7K
$1.73M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.76K- 3.68% |
$114K - $135K
|
46K
$3.51M
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.83K- 2.52% |
$118K - $141K
|
70.8K
$5.4M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.86K- 12.16% |
$121K - $143K
|
13.5K
$1.03M
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.92K- 2.14% |
$125K - $148K
|
87.7K
$6.69M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.95K- 9.92% |
$126K - $150K
|
17.7K
$1.35M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.96K- 8.21% |
$127K - $151K
|
21.9K
$1.67M
|