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 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.75KClosed |
$503K - $596K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.87K- 30.99% |
$510K - $605K
|
17.5K
$1.39M
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-7.95KClosed |
$515K - $612K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.05K- 8.69% |
$522K - $619K
|
84.6K
$6.71M
|
|
Aug 15, 2022
Q2 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.13KClosed |
$593K - $703K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-9.18K- 58.5% |
$595K - $706K
|
6.51K
$516K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.29K- 20.69% |
$603K - $715K
|
35.6K
$2.82M
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-9.33K- 19.1% |
$605K - $718K
|
39.5K
$3.13M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.34KClosed |
$606K - $719K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-9.9K- 72.79% |
$642K - $762K
|
3.7K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.95K- 21.73% |
$645K - $766K
|
35.8K
$2.84M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10.1K- 9.04% |
$654K - $775K
|
101K
$8.03M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10.1K- 54.62% |
$655K - $777K
|
8.39K
$665K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.2K- 14.46% |
$660K - $783K
|
60.2K
$4.77M
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10.4K- 50.93% |
$673K - $799K
|
10K
$793K
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-10.5KClosed |
$679K - $805K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-10.5K- 11.8% |
$682K - $810K
|
78.6K
$6.23M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.6K- 2.67% |
$690K - $818K
|
388K
$30.8M
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-10.9K- 36.9% |
$709K - $841K
|
18.7K
$1.48M
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-11.2K- 16.87% |
$727K - $863K
|
55.2K
$4.38M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.3K- 12.22% |
$735K - $872K
|
81.4K
$6.46M
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.8KClosed |
$763K - $906K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.9K- 30.05% |
$770K - $914K
|
27.6K
$2.19M
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-12.2KClosed |
$792K - $939K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.3K- 3.73% |
$795K - $943K
|
317K
$25.1M
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.3K- 27.2% |
$798K - $946K
|
32.9K
$2.61M
|
|
Aug 09, 2022
Q2 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-12.4K- 3.08% |
$807K - $957K
|
391K
$31M
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.7K- 9.88% |
$825K - $978K
|
116K
$9.19M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12.8KClosed |
$828K - $982K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.8K- 19.56% |
$832K - $986K
|
52.7K
$4.18M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4K- 25.71% |
$866K - $1.03M
|
38.6K
$3.06M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.9K- 9.89% |
$902K - $1.07M
|
127K
$10M
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-14.6K- 29.52% |
$947K - $1.12M
|
34.8K
$2.76M
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-14.7K- 79.39% |
$956K - $1.13M
|
3.83K
$303K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.8K- 34.37% |
$962K - $1.14M
|
28.3K
$2.25M
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15KClosed |
$973K - $1.15M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-15.1K- 19.5% |
$982K - $1.17M
|
62.5K
$4.96M
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-15.3K- 44.48% |
$993K - $1.18M
|
19.1K
$1.51M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.8K- 40.21% |
$1.02M - $1.21M
|
23.5K
$1.86M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-16K- 16.96% |
$1.04M - $1.23M
|
78.4K
$6.22M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-16.4KClosed |
$1.06M - $1.26M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-18.6K- 34.31% |
$1.21M - $1.43M
|
35.6K
$2.82M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-19K- 16.62% |
$1.23M - $1.46M
|
95.1K
$7.54M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 24.96% |
$1.24M - $1.47M
|
57.5K
$4.56M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-19.3K- 54.96% |
$1.25M - $1.49M
|
15.8K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.7K- 74.58% |
$1.28M - $1.52M
|
6.71K
$532K
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-19.8K- 83.52% |
$1.28M - $1.52M
|
3.91K
$310K
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-19.8K- 86.84% |
$1.28M - $1.52M
|
3K
$238K
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21.4KClosed |
$1.39M - $1.64M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-22K- 34.87% |
$1.43M - $1.7M
|
41.1K
$3.26M
|