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
|
Veracity Capital LLC
|
BUY
|
- |
3.24KNew |
$210K - $249K
|
3.24K
$257K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.23K+ 1408.3% |
$209K - $248K
|
3.45K
$274K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.2K+ 3196.0% |
$207K - $246K
|
3.3K
$261K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.15KNew |
$204K - $243K
|
3.15K
$250K
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.13KNew |
$203K - $241K
|
3.13K
$248K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.11KNew |
$202K - $239K
|
3.11K
$247K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.09KNew |
$200K - $238K
|
3.09K
$245K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.09K+ 105.5% |
$200K - $237K
|
6.01K
$477K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.98K+ 31.71% |
$193K - $229K
|
12.4K
$982K
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.96KNew |
$192K - $228K
|
2.96K
$235K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.93K+ 93.7% |
$190K - $225K
|
6.06K
$480K
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.9KNew |
$188K - $223K
|
2.9K
$230K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.89KNew |
$188K - $223K
|
2.89K
$229K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.88KNew |
$187K - $221K
|
2.88K
$228K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87KNew |
$186K - $221K
|
2.87K
$228K
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.84K+ 12.26% |
$184K - $219K
|
26K
$2.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.8K+ 5.33% |
$182K - $215K
|
55.3K
$4.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.79KNew |
$181K - $215K
|
2.79K
$222K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.79K+ 24.58% |
$181K - $215K
|
14.1K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.75K+ 10.88% |
$179K - $212K
|
28.1K
$2.22M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.75K+ 61.74% |
$179K - $212K
|
7.21K
$572K
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.74K+ 3.35% |
$178K - $211K
|
84.4K
$6.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.73K+ 1.82% |
$177K - $210K
|
152K
$12.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2.72K+ 8245.45% |
$177K - $209K
|
2.75K
$218K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.59K+ 8.04% |
$168K - $199K
|
34.8K
$2.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.55K+ 15.32% |
$166K - $196K
|
19.2K
$1.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.54KNew |
$165K - $195K
|
2.54K
$201K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.52K+ 17.27% |
$163K - $194K
|
17.1K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.49K+ 6.79% |
$162K - $192K
|
39.2K
$3.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.49K+ 6.04% |
$161K - $192K
|
43.7K
$3.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.4KNew |
$156K - $185K
|
2.4K
$190K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.38K+ 53.78% |
$155K - $183K
|
6.82K
$540K
|
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.38K+ 2.63% |
$154K - $183K
|
92.7K
$7.35M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 25.15% |
$153K - $181K
|
11.7K
$929K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35K+ 5.84% |
$152K - $180K
|
42.5K
$3.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.31K+ 8.96% |
$150K - $178K
|
28.1K
$2.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.28K+ 80.44% |
$148K - $175K
|
5.11K
$405K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.25K+ 8.31% |
$146K - $173K
|
29.3K
$2.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.2K+ 20.6% |
$143K - $169K
|
12.9K
$1.02M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.2K+ 57.76% |
$143K - $169K
|
6.01K
$476K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.2K+ 5.85% |
$143K - $169K
|
39.8K
$3.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
2.19K+ 9.86% |
$142K - $168K
|
24.4K
$1.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.19K+ 52.2% |
$142K - $168K
|
6.37K
$505K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.12K+ 3.61% |
$138K - $163K
|
60.8K
$4.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.09K+ 17.44% |
$136K - $161K
|
14.1K
$1.12M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.08K+ 11.82% |
$135K - $160K
|
19.7K
$1.56M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.03K+ 4.02% |
$132K - $156K
|
52.5K
$4.16M
|
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.01K+ 29.3% |
$130K - $154K
|
8.85K
$702K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.99K+ 74.09% |
$129K - $153K
|
4.68K
$371K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.92K+ 1.51% |
$125K - $148K
|
129K
$10.2M
|