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 12, 2022
Q2 2022
|
Bay Rivers Group
|
BUY
|
- |
39.1KNew |
$2.54M - $3.01M
|
39.1K
$2.99M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.2K+ 244.14% |
$2.48M - $2.94M
|
53.8K
$4.12M
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
36.5KNew |
$2.37M - $2.81M
|
36.5K
$2.79M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.8K+ 96.43% |
$2.32M - $2.76M
|
73K
$5.58M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
35.8K+ 21.84% |
$2.32M - $2.75M
|
200K
$15.3M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34.6K+ 28.04% |
$2.25M - $2.66M
|
158K
$12.1M
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
34.4KNew |
$2.23M - $2.65M
|
34.4K
$2.63M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
32.7KNew |
$2.12M - $2.52M
|
32.7K
$2.5M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
31.9K+ 87.26% |
$2.07M - $2.46M
|
68.6K
$5.24M
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
31.7KNew |
$2.05M - $2.44M
|
31.7K
$2.42M
|
|
Aug 08, 2022
Q2 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
31.5KNew |
$2.04M - $2.42M
|
31.5K
$2.41M
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
31KNew |
$2.01M - $2.39M
|
31K
$2.37M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30.9K+ 14.18% |
$2M - $2.38M
|
249K
$19M
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
30KNew |
$1.95M - $2.31M
|
30K
$2.29M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
28.5KNew |
$1.85M - $2.2M
|
28.5K
$2.18M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.4K+ 14.71% |
$1.78M - $2.11M
|
214K
$16.4M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26.5K+ 81.55% |
$1.72M - $2.04M
|
59K
$4.51M
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
26.3KNew |
$1.71M - $2.02M
|
26.3K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
25.3K+ 42.34% |
$1.64M - $1.95M
|
85K
$6.5M
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
BUY
|
- |
25K+ 13.89% |
$1.62M - $1.92M
|
205K
$15.7M
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
24.7KNew |
$1.6M - $1.9M
|
24.7K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.4K+ 205.24% |
$1.58M - $1.88M
|
36.3K
$2.78M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.4K+ 205.24% |
$1.58M - $1.88M
|
36.3K
$2.78M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
23.7KNew |
$1.54M - $1.82M
|
23.7K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$1.52M - $1.81M
|
23.5K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
23.3K+ 86.28% |
$1.51M - $1.79M
|
50.3K
$3.85M
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23.2KNew |
$1.51M - $1.79M
|
23.2K
$1.78M
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
22.4KNew |
$1.45M - $1.72M
|
22.4K
$1.71M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.2K+ 19.86% |
$1.44M - $1.71M
|
134K
$10.3M
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
22.2K+ 25.78% |
$1.44M - $1.71M
|
108K
$8.28M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
22.2K+ 18.81% |
$1.44M - $1.71M
|
140K
$10.7M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22K+ 119.88% |
$1.42M - $1.69M
|
40.3K
$3.08M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.7K+ 265.44% |
$1.41M - $1.67M
|
29.9K
$2.28M
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
21.7KNew |
$1.41M - $1.67M
|
21.7K
$1.66M
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
21.4KNew |
$1.39M - $1.65M
|
21.4K
$1.64M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.3K+ 38.53% |
$1.38M - $1.64M
|
76.6K
$5.86M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.2K+ 89.88% |
$1.37M - $1.63M
|
44.8K
$3.42M
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
20.6KNew |
$1.34M - $1.59M
|
20.6K
$1.58M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.6K+ 41.29% |
$1.33M - $1.58M
|
70.4K
$5.38M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19.9K+ 419.87% |
$1.29M - $1.53M
|
24.7K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19.5KNew |
$1.27M - $1.5M
|
19.5K
$1.5M
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
19.3K+ 122.02% |
$1.25M - $1.49M
|
35.2K
$2.69M
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
19.3KNew |
$1.25M - $1.49M
|
19.3K
$1.48M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.1K+ 58.85% |
$1.24M - $1.47M
|
51.4K
$3.93M
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
18.9KNew |
$1.23M - $1.46M
|
18.9K
$1.45M
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
18.3KNew |
$1.19M - $1.41M
|
18.3K
$1.4M
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18.2KNew |
$1.18M - $1.4M
|
18.2K
$1.4M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
18.2KNew |
$1.18M - $1.4M
|
18.2K
$1.39M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
17.8K+ 41.07% |
$1.15M - $1.37M
|
61.1K
$4.67M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
17.7K+ 79.67% |
$1.15M - $1.36M
|
39.9K
$3.05M
|