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 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.89K+ 277.97% |
$123K - $146K
|
2.57K
$197K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1.88K+ 770.08% |
$122K - $145K
|
2.12K
$162K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.83K+ 5.18% |
$119K - $141K
|
37.2K
$2.84M
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
1.78K+ 7.27% |
$115K - $137K
|
26.2K
$2M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.76K+ 16.44% |
$114K - $136K
|
12.5K
$955K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.76K+ 7.72% |
$114K - $135K
|
24.5K
$1.87M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.75KNew |
$114K - $135K
|
1.75K
$134K
|
|
Aug 02, 2022
Q2 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
1.74K+ 2.38% |
$113K - $134K
|
75.1K
$5.75M
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
1.73K+ 3.02% |
$112K - $133K
|
58.9K
$4.51M
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.68K+ 11.04% |
$109K - $130K
|
16.9K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.68K+ 14.75% |
$109K - $129K
|
13K
$997K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.67K+ 56.35% |
$108K - $128K
|
4.63K
$354K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.62K+ 0.85% |
$105K - $125K
|
191K
$14.6M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.62K+ 7.65% |
$105K - $124K
|
22.7K
$1.74M
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.6K+ 10.74% |
$104K - $123K
|
16.5K
$1.26M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.6K+ 6.88% |
$104K - $123K
|
24.8K
$1.9M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.58K+ 3.13% |
$102K - $121K
|
52K
$3.98M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.52KNew |
$98.7K - $117K
|
1.52K
$116K
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.52K+ 18.17% |
$98.4K - $117K
|
9.87K
$755K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.52K+ 19.38% |
$98.3K - $117K
|
9.34K
$714K
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
1.51K+ 38.24% |
$98K - $116K
|
5.46K
$418K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 8.43% |
$97.5K - $116K
|
19.3K
$1.48M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.49K+ 2.16% |
$96.9K - $115K
|
70.6K
$5.4M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.48KNew |
$96K - $114K
|
1.48K
$113K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.45K+ 7.7% |
$93.9K - $111K
|
20.2K
$1.55M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.39K+ 117.09% |
$90.2K - $107K
|
2.58K
$197K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.39KNew |
$90.2K - $107K
|
1.39K
$106K
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.36K+ 3.28% |
$88K - $104K
|
42.7K
$3.27M
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
1.33K+ 45.75% |
$86.5K - $103K
|
4.25K
$325K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.32K+ 39.63% |
$85.4K - $101K
|
4.64K
$355K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.31K+ 35.63% |
$84.9K - $101K
|
4.98K
$381K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.31K+ 3.0% |
$84.8K - $101K
|
44.8K
$3.43M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 12.51% |
$84.7K - $101K
|
11.7K
$898K
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.26K+ 2.8% |
$81.8K - $97K
|
46.3K
$3.54M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.26K+ 5.75% |
$81.8K - $97K
|
23.2K
$1.77M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.26K+ 45.1% |
$81.7K - $97K
|
4.05K
$310K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.25K+ 562.16% |
$81K - $96K
|
1.47K
$112K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$80.4K - $95.4K
|
1.24K
$94.8K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22KNew |
$79.4K - $94.2K
|
1.22K
$93.6K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.21K+ 24.12% |
$78.2K - $92.8K
|
6.21K
$475K
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
BUY
|
- |
1.17K+ 2.57% |
$75.6K - $89.7K
|
46.5K
$3.56M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.15KNew |
$74.8K - $88.7K
|
1.15K
$88.2K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.13K+ 7.25% |
$73.2K - $86.9K
|
16.7K
$1.28M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.13K+ 20.15% |
$73.2K - $86.9K
|
6.73K
$515K
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.12K+ 0.81% |
$72.8K - $86.4K
|
140K
$10.7M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.08K+ 15.53% |
$70K - $83K
|
8.03K
$614K
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.07K+ 4.95% |
$69.7K - $82.7K
|
22.8K
$1.74M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.06K+ 6.55% |
$68.4K - $81.2K
|
17.2K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.05K+ 13.01% |
$67.9K - $80.5K
|
9.09K
$695K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 43.89% |
$66.9K - $79.3K
|
3.38K
$259K
|