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 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.4K+ 20.8% |
$1.13M - $1.34M
|
101K
$8.02M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.3K+ 65.47% |
$1.12M - $1.33M
|
43.8K
$3.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17KNew |
$1.1M - $1.31M
|
17K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
17K+ 39.05% |
$1.1M - $1.31M
|
60.4K
$4.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17K+ 217.21% |
$1.1M - $1.3M
|
24.8K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.9K+ 50.17% |
$1.1M - $1.3M
|
50.7K
$4.02M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.7K+ 22.14% |
$1.08M - $1.28M
|
92.1K
$7.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.6K+ 40.65% |
$1.08M - $1.28M
|
57.4K
$4.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.3KNew |
$1.06M - $1.25M
|
16.3K
$1.29M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
16.1K+ 434.38% |
$1.05M - $1.24M
|
19.8K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 13.26% |
$1.03M - $1.22M
|
135K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
15.8K+ 13.25% |
$1.03M - $1.22M
|
135K
$10.7M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.8K+ 56.57% |
$1.02M - $1.21M
|
43.7K
$3.46M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
15.3K+ 18.4% |
$994K - $1.18M
|
98.5K
$7.81M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
14.9KNew |
$968K - $1.15M
|
14.9K
$1.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
14.7KNew |
$957K - $1.14M
|
14.7K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.7KNew |
$955K - $1.13M
|
14.7K
$1.17M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
14.6K+ 142.11% |
$949K - $1.13M
|
24.9K
$1.98M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.5K+ 16.96% |
$942K - $1.12M
|
100K
$7.94M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
14.2K+ 13.76% |
$919K - $1.09M
|
117K
$9.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14K+ 26.27% |
$911K - $1.08M
|
67.5K
$5.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 141.29% |
$895K - $1.06M
|
23.6K
$1.87M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
13.5K+ 202.57% |
$874K - $1.04M
|
20.1K
$1.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
13.3K+ 9.27% |
$865K - $1.03M
|
157K
$12.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
13.1K+ 4.22% |
$849K - $1.01M
|
323K
$25.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
13K+ 76.67% |
$842K - $999K
|
29.9K
$2.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
12.8KNew |
$832K - $987K
|
12.8K
$1.02M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.4K+ 6.24% |
$806K - $956K
|
211K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3K+ 61.95% |
$800K - $950K
|
32.3K
$2.56M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
12.2K+ 21.53% |
$789K - $936K
|
68.7K
$5.44M
|
|
|
Jul 26, 2022
Q2 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
11.9K+ 221.86% |
$772K - $916K
|
17.3K
$1.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 93.91% |
$771K - $914K
|
24.5K
$1.94M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 59.52% |
$770K - $914K
|
31.8K
$2.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 357.28% |
$763K - $905K
|
15K
$1.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.7K+ 46.67% |
$761K - $902K
|
36.9K
$2.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.7K+ 54.46% |
$757K - $898K
|
33.1K
$2.62M
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.5K+ 319.44% |
$746K - $885K
|
15.1K
$1.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.4K+ 388.38% |
$741K - $880K
|
14.4K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11.3KNew |
$731K - $867K
|
11.3K
$893K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
11.1KNew |
$720K - $854K
|
11.1K
$880K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 15.21% |
$686K - $813K
|
80.1K
$6.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
10.5KNew |
$684K - $812K
|
10.5K
$836K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 25.06% |
$669K - $794K
|
51.5K
$4.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10.2K+ 43.54% |
$663K - $787K
|
33.7K
$2.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
10.2KNew |
$658K - $781K
|
10.2K
$805K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
9.82K+ 92.9% |
$637K - $755K
|
20.4K
$1.62M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.54K+ 19.72% |
$619K - $734K
|
57.9K
$4.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.46KNew |
$614K - $728K
|
9.46K
$750K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.43KNew |
$611K - $725K
|
9.43K
$747K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.29K+ 39.62% |
$603K - $715K
|
32.8K
$2.6M
|