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
Aug 10, 2022 Q2 2022	Nwam LLC Mercer Island, WA	BUY	-	4.81K + 45.2%	$312K - $370K	15.4K $1.22M
Aug 04, 2022 Q2 2022	9258 Wealth Management, LLC	BUY	-	4.77K New	$309K - $367K	4.77K $378K
Jul 28, 2022 Q2 2022	Alta Wealth Advisors LLC	BUY	-	4.75K New	$308K - $366K	4.75K $377K
Aug 02, 2022 Q2 2022	Augustine Asset Management Inc	BUY	-	4.75K + 109.2%	$308K - $366K	9.1K $721K
Aug 11, 2022 Q2 2022	Denver Wealth Management, Inc. Greenwood Village, CO	BUY	-	4.73K + 5.02%	$307K - $364K	99.1K $7.85M
Aug 15, 2022 Q2 2022	Kinloch Capital, LLC Glen Allen, VA	BUY	-	4.7K New	$305K - $362K	4.7K $373K
Aug 03, 2022 Q2 2022	Tuttle Capital Management, LLC	BUY	-	4.63K New	$300K - $356K	4.63K $367K
Jul 25, 2022 Q2 2022	Bnc Wealth Management, LLC	BUY	-	4.63K New	$300K - $356K	4.63K $367K
Aug 16, 2022 Q2 2022	Mid West One Financial Group, Inc. Iowa City, IA	BUY	-	4.54K + 27.78%	$294K - $349K	20.9K $1.65M
Jul 14, 2022 Q2 2022	Precision Wealth Strategies, LLC	BUY	-	4.51K + 15.67%	$292K - $347K	33.3K $2.64M
Aug 05, 2022 Q2 2022	Cadent Capital Advisors, LLC	BUY	-	4.47K New	$290K - $344K	4.47K $354K
Aug 12, 2022 Q2 2022	Edgestream Partners, L.P. Princeton, NJ	BUY	-	4.34K + 111.42%	$282K - $334K	8.24K $653K
Aug 04, 2022 Q2 2022	Bfsg, LLC	BUY	-	4.3K New	$279K - $331K	4.3K $341K
Aug 12, 2022 Q2 2022	Venturi Wealth Management, LLC Austin, TX	BUY	-	4.29K + 16.08%	$278K - $330K	31K $2.46M
Aug 11, 2022 Q2 2022	Core Cap Advisors, LLC Southfield, MI	BUY	-	4.26K + 50.1%	$276K - $328K	12.8K $1.01M
Jul 21, 2022 Q2 2022	Ziegler Capital Management, LLC	BUY	-	4.23K New	$274K - $325K	4.23K $335K
Aug 22, 2022 Q2 2022	Legal & General Group PLC London, X0	BUY	-	4.21K New	$273K - $324K	4.21K $334K
Aug 15, 2022 Q2 2022	Resurgent Financial Advisors LLC Atlanta, GA	BUY	-	4.2K New	$272K - $323K	4.2K $333K
Aug 01, 2022 Q2 2022	American Financial Advisors, LLC	BUY	-	4.19K New	$272K - $323K	4.19K $332K
Jul 27, 2022 Q2 2022	Fortune 45 LLC	BUY	-	4.19K New	$271K - $322K	4.19K $332K
Jul 20, 2022 Q2 2022	Center For Asset Management LLC	BUY	-	4.14K New	$268K - $318K	4.14K $328K
Aug 04, 2022 Q2 2022	Patron Partners, LLC	BUY	-	4.13K New	$268K - $318K	4.13K $327K
Aug 12, 2022 Q2 2022	Mirabella Financial Services LLP London, X0	BUY	-	4.06K New	$263K - $312K	4.06K $322K
Aug 15, 2022 Q2 2022	Mutual Advisors, LLC Casper, WY	BUY	-	4.05K + 8.85%	$263K - $311K	49.8K $3.95M
Jul 18, 2022 Q2 2022	Fulcrum Equity Management	BUY	-	4.03K New	$262K - $310K	4.03K $320K
Jul 15, 2022 Q2 2022	Mc Kinley Carter Wealth Services, Inc.	BUY	-	4.01K New	$260K - $309K	4.01K $318K
Jul 19, 2022 Q2 2022	Harel Insurance Investments & Financial Services Ltd.	BUY	-	3.95K + 53.45%	$256K - $304K	11.4K $900K
Jul 19, 2022 Q2 2022	J2 Capital Management Inc	BUY	-	3.94K + 105.47%	$255K - $303K	7.67K $608K
Aug 08, 2022 Q2 2022	Flputnam Investment Management CO Portland, ME	BUY	-	3.92K New	$254K - $302K	3.92K $311K
Aug 01, 2022 Q2 2022	Gyl Financial Synergies, LLC	BUY	-	3.88K New	$252K - $298K	3.88K $307K
Jul 26, 2022 Q2 2022	Patriot Investment Management Inc.	BUY	-	3.86K New	$251K - $297K	3.86K $306K
Jul 25, 2022 Q2 2022	Kessler Investment Group, LLC	BUY	-	3.85K + 60.2%	$249K - $296K	10.2K $811K
Aug 04, 2022 Q2 2022	Sawgrass Asset Management LLC	BUY	-	3.84K New	$249K - $295K	3.84K $304K
Jul 22, 2022 Q2 2022	Rovin Capital	BUY	-	3.81K New	$247K - $293K	3.81K $302K
Jul 06, 2022 Q2 2022	E&G Advisors, LP	BUY	-	3.8K + 128.73%	$247K - $292K	6.75K $535K
Aug 11, 2022 Q2 2022	Apollon Wealth Management, LLC Mount Pleasant, SC	BUY	-	3.79K + 18.75%	$246K - $292K	24K $1.9M
Aug 10, 2022 Q2 2022	Tbh Global Asset Management, LLC Brentwood, TN	BUY	-	3.69K + 38.81%	$239K - $284K	13.2K $1.05M
Aug 08, 2022 Q2 2022	Merit Financial Group, LLC	BUY	-	3.62K + 51.59%	$235K - $279K	10.6K $844K
Aug 11, 2022 Q2 2022	Insight Advisors, LLC Newtown, PA	BUY	-	3.6K New	$233K - $277K	3.6K $285K
Aug 03, 2022 Q2 2022	Planning Directions Inc	BUY	-	3.58K New	$232K - $275K	3.58K $284K
Jul 15, 2022 Q2 2022	Transform Wealth, LLC	BUY	-	3.55K New	$230K - $273K	3.55K $281K
Jul 27, 2022 Q2 2022	West Wealth Group, LLC	BUY	-	3.49K New	$227K - $269K	3.49K $277K
Aug 15, 2022 Q2 2022	Manufacturers Life Insurance Company, The Toronto, A6	BUY	-	3.47K + 1.86%	$225K - $267K	191K $15.1M
Aug 11, 2023 Q2 2022	Manufacturers Life Insurance Company, The Toronto, A6	BUY	-	3.47K + 1.86%	$225K - $267K	191K $15.1M
Aug 05, 2022 Q2 2022	Concorde Asset Management, LLC	BUY	-	3.46K + 84.65%	$224K - $266K	7.54K $598K
Aug 02, 2022 Q2 2022	Treynor Bancshares, Inc.	BUY	-	3.37K + 83.2%	$219K - $260K	7.43K $589K
Aug 11, 2022 Q2 2022	Capital Asset Advisory Services LLC Haslett, MI	BUY	-	3.37K + 28.0%	$219K - $259K	15.4K $1.22M
Jul 26, 2022 Q2 2022	Legacy Wealth Planning, LLC	BUY	-	3.32K New	$215K - $255K	3.32K $263K
Aug 15, 2022 Q2 2022	Keebeck Wealth Management, LLC Chicago, IL	BUY	-	3.31K + 31.42%	$214K - $254K	13.8K $1.1M
Jul 19, 2022 Q2 2022	Millburn Ridgefield Corp	BUY	-	3.26K + 10.95%	$211K - $251K	33K $2.62M

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Account

Purchases and Sales Made in Q2 2022 in Utilities Sector Spdr (XLU)

4.81K

4.77K

4.75K

4.75K

4.73K

4.7K

4.63K

4.63K

4.54K

4.51K

4.47K

4.34K

4.3K

4.29K

4.26K

4.23K

4.21K

4.2K

4.19K

4.19K

4.14K

4.13K

4.06K

4.05K

4.03K

4.01K

3.95K

3.94K

3.92K

3.88K

3.86K

3.85K

3.84K

3.81K

3.8K

3.79K

3.69K

3.62K

3.6K

3.58K

3.55K

3.49K

3.47K

3.47K

3.46K

3.37K

3.37K

3.32K

3.31K

3.26K

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