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
Aug 11, 2022 Q2 2022
Clearbridge Investments, LLC

New York, NY
SELL
 -
-2K
- 7.09%
$130K - $154K
26.2K $2.08M
Jul 29, 2022 Q2 2022
Beck Bode, LLC

SELL
 -
-2.03K
- 35.81%
$132K - $156K
3.64K $288K
Aug 01, 2022 Q2 2022
4 J Wealth Management LLC

SELL
 -
-2.04K
- 3.12%
$132K - $157K
63.3K $5.02M
Aug 15, 2022 Q2 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-2.09K
- 4.34%
$136K - $161K
46.1K $3.65M
Jul 28, 2022 Q2 2022
Cranbrook Wealth Management, LLC

SELL
 -
-2.1K
- 4.51%
$136K - $161K
44.4K $3.52M
Aug 15, 2022 Q2 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-2.2K
- 14.34%
$143K - $170K
13.2K $1.04M
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.31K
- 22.99%
$150K - $177K
7.72K $612K
Jul 19, 2022 Q2 2022
Diversified, LLC

SELL
 -
-2.33K
- 15.01%
$151K - $179K
13.2K $1.05M
Aug 04, 2022 Q2 2022
360 Financial, Inc.

SELL
 -
-2.34K
- 38.72%
$152K - $180K
3.7K $294K
Aug 03, 2022 Q2 2022
Wolverine Asset Management LLC

SELL
 -
-2.35K
- 88.67%
$152K - $181K
300 $23.8K
Aug 08, 2022 Q2 2022
Hamel Associates, Inc.

SELL
 -
-2.45K
- 2.6%
$159K - $189K
91.6K $7.26M
Aug 12, 2022 Q2 2022
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-2.52K
- 28.36%
$163K - $194K
6.36K $504K
Jul 22, 2022 Q2 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-2.54K
- 1.5%
$165K - $196K
167K $13.3M
Jul 18, 2022 Q2 2022
Empirical Asset Management, LLC

SELL
 -
-2.6K
- 8.77%
$168K - $200K
27K $2.14M
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-2.69K
- 23.02%
$175K - $207K
9K $713K
Jul 27, 2022 Q2 2022
Bellecapital International Ltd.

SELL
 -
-2.7K
Closed
$175K - $208K
0 $0
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
SELL
 -
-2.71K
Closed
$175K - $208K
0 $0
Aug 15, 2022 Q2 2022
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-2.73K
Closed
$177K - $210K
0 $0
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

SELL
 -
-2.73K
Closed
$177K - $210K
0 $0
Aug 08, 2022 Q2 2022
Apriem Advisors

Irvine, CA
SELL
 -
-2.73K
- 5.71%
$177K - $210K
45.1K $3.57M
Aug 04, 2022 Q2 2022
Capital Square, LLC

SELL
 -
-2.74K
Closed
$177K - $211K
0 $0
Aug 01, 2022 Q2 2022
Goelzer Investment Management, Inc.

SELL
 -
-2.74K
Closed
$178K - $211K
0 $0
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

SELL
 -
-2.8K
Closed
$181K - $215K
0 $0
Aug 12, 2022 Q2 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-2.83K
- 96.55%
$183K - $217K
101 $8.01K
Aug 04, 2022 Q2 2022
Financial Advisors Network, Inc.

SELL
 -
-2.85K
Closed
$185K - $219K
0 $0
Jul 15, 2022 Q2 2022
Newfound Research LLC

SELL
 -
-2.85K
- 29.49%
$185K - $220K
6.82K $541K
Aug 15, 2022 Q2 2022
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-2.88K
- 18.35%
$187K - $222K
12.8K $1.02M
Jul 18, 2022 Q2 2022
Symphony Financial, Ltd. Co.

SELL
 -
-2.88K
Closed
$187K - $222K
0 $0
Jul 20, 2022 Q2 2022
Grant

SELL
 -
-2.92K
- 2.29%
$189K - $225K
125K $9.9M
Sep 22, 2022 Q2 2022
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
SELL
 -
-2.97K
- 40.59%
$192K - $228K
4.34K $344K
Aug 10, 2022 Q2 2022
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-2.97K
- 26.11%
$193K - $229K
8.42K $667K
Jul 28, 2022 Q2 2022
Schnieders Capital Management LLC

SELL
 -
-2.99K
Closed
$194K - $230K
0 $0
Aug 04, 2022 Q2 2022
Nvwm, LLC

SELL
 -
-3.04K
Closed
$197K - $234K
0 $0
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-3.15K
- 27.14%
$204K - $242K
8.46K $670K
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

SELL
 -
-3.16K
- 49.8%
$205K - $243K
3.19K $253K
Jul 19, 2022 Q2 2022
Gfs Advisors, LLC

SELL
 -
-3.2K
- 43.89%
$207K - $246K
4.09K $324K
Aug 11, 2022 Q2 2022
Eagle Global Advisors LLC

Houston, TX
SELL
 -
-3.2K
Closed
$208K - $246K
0 $0
Aug 12, 2022 Q2 2022
Lgl Partners, LLC

West Conshohocken, PA
SELL
 -
-3.2K
Closed
$208K - $246K
0 $0
Aug 15, 2022 Q2 2022
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-3.27K
- 19.79%
$212K - $252K
13.3K $1.05M
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-3.28K
Closed
$213K - $253K
0 $0
Aug 04, 2022 Q2 2022
Tru Independence LLC

SELL
 -
-3.29K
Closed
$213K - $253K
0 $0
Aug 10, 2022 Q2 2022
Mfa Wealth Advisors, LLC

Pittsburgh, PA
SELL
 -
-3.32K
Closed
$215K - $255K
0 $0
Jul 15, 2022 Q2 2022
Plimoth Trust CO LLC

SELL
 -
-3.32K
Closed
$215K - $256K
0 $0
Aug 04, 2022 Q2 2022
Cypress Capital, LLC

SELL
 -
-3.41K
Closed
$221K - $263K
0 $0
Aug 11, 2022 Q2 2022
Bar Harbor Trust Services

Ellsworth, ME
SELL
 -
-3.55K
Closed
$230K - $273K
0 $0
Oct 09, 2024 Q2 2022
Cladis Investment Advisory, LLC

Billings, MT
SELL
 -
-3.58K
- 33.2%
$232K - $276K
7.2K $571K
Aug 09, 2022 Q2 2022
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-3.62K
- 13.43%
$235K - $278K
23.3K $1.85M
Jul 27, 2022 Q2 2022
Appleton Group, LLC

SELL
 -
-3.72K
Closed
$242K - $287K
0 $0
Jul 13, 2022 Q2 2022
Hamilton Wealth, LLC

SELL
 -
-3.73K
- 16.2%
$242K - $287K
19.3K $1.53M

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