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 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.25KNew |
$600K - $712K
|
9.25K
$734K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.21KNew |
$597K - $709K
|
9.21K
$730K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.91K+ 59.18% |
$578K - $685K
|
24K
$1.9M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.77K+ 1.89% |
$569K - $675K
|
473K
$37.5M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.53K+ 17.84% |
$553K - $657K
|
56.4K
$4.47M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.52K+ 24.15% |
$553K - $656K
|
43.8K
$3.47M
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
8.49KNew |
$551K - $653K
|
8.49K
$673K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.95K+ 60.78% |
$515K - $612K
|
21K
$1.67M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
7.92K+ 7.05% |
$514K - $609K
|
120K
$9.53M
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
7.9KNew |
$512K - $608K
|
7.9K
$626K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.76KNew |
$503K - $597K
|
7.76K
$615K
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
7.69K+ 17.91% |
$499K - $592K
|
50.6K
$4.01M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.49KNew |
$486K - $576K
|
7.49K
$593K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.47K+ 52.31% |
$485K - $575K
|
21.8K
$1.72M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.38K+ 33.79% |
$479K - $568K
|
29.2K
$2.32M
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.18K+ 245.34% |
$466K - $553K
|
10.1K
$801K
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
7.16K+ 5.1% |
$464K - $551K
|
147K
$11.7M
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
7.05K+ 71.05% |
$457K - $542K
|
17K
$1.35M
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
6.99K+ 20.4% |
$453K - $538K
|
41.3K
$3.27M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.67K+ 9.59% |
$433K - $514K
|
76.2K
$6.04M
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.45K+ 18.82% |
$418K - $496K
|
40.7K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.41K+ 150.58% |
$416K - $493K
|
10.7K
$845K
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.29K+ 102.83% |
$408K - $484K
|
12.4K
$984K
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$396K - $469K
|
6.1K
$484K
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.88K+ 173.9% |
$382K - $453K
|
9.27K
$735K
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
5.86K+ 73.17% |
$380K - $451K
|
13.9K
$1.1M
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.79K+ 11.8% |
$376K - $446K
|
54.8K
$4.35M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
5.6K+ 10.26% |
$363K - $431K
|
60.2K
$4.77M
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.6KNew |
$363K - $431K
|
5.6K
$444K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.41K+ 107.72% |
$351K - $417K
|
10.4K
$828K
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.39KNew |
$350K - $415K
|
5.39K
$427K
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.28KNew |
$342K - $406K
|
5.28K
$418K
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.26KNew |
$341K - $405K
|
5.26K
$417K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.22K+ 45.3% |
$338K - $402K
|
16.7K
$1.33M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
5.2K+ 146.76% |
$338K - $400K
|
8.75K
$694K
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5.16K+ 20.74% |
$335K - $397K
|
30K
$2.38M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.16K+ 36.36% |
$334K - $397K
|
19.3K
$1.53M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.09K+ 65.48% |
$330K - $392K
|
12.9K
$1.02M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5.06KNew |
$328K - $389K
|
5.06K
$401K
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$326K - $387K
|
5.03K
$399K
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.02KNew |
$326K - $386K
|
5.02K
$398K
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
5.01K+ 13.3% |
$325K - $386K
|
42.7K
$3.38M
|
|
Jul 26, 2022
Q2 2022
|
Symmetry Investments LP
|
BUY
|
- |
5KNew |
$324K - $385K
|
5K
$396K
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.98K+ 680.98% |
$323K - $383K
|
5.71K
$453K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4.97K+ 28.22% |
$322K - $382K
|
22.6K
$1.79M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.87K+ 175.92% |
$316K - $375K
|
7.64K
$606K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.87KNew |
$316K - $375K
|
4.87K
$386K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
4.87K+ 5.06% |
$316K - $374K
|
101K
$8M
|
|
Jul 21, 2022
Q2 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
4.86KNew |
$315K - $374K
|
4.86K
$385K
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
4.83K+ 20.57% |
$313K - $371K
|
28.3K
$2.24M
|