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 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.02K+ 5.44% |
$66K - $78.3K
|
19.7K
$1.56M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 4.74% |
$65.4K - $77.6K
|
22.3K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1K+ 7.31% |
$64.9K - $77K
|
14.7K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
984+ 26.09% |
$63.8K - $75.7K
|
4.76K
$377K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
976+ 3.54% |
$63.3K - $75.1K
|
28.5K
$2.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
954+ 2.48% |
$61.9K - $73.4K
|
39.3K
$3.12M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
937+ 5.62% |
$60.8K - $72.1K
|
17.6K
$1.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
929+ 2.68% |
$60.3K - $71.5K
|
35.6K
$2.82M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
915+ 6.81% |
$59.4K - $70.4K
|
14.4K
$1.14M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
894+ 4.21% |
$58K - $68.8K
|
22.1K
$1.75M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
888+ 38.86% |
$57.6K - $68.3K
|
3.17K
$252K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
883+ 604.79% |
$57.3K - $68K
|
1.03K
$81.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
882+ 30.52% |
$57.2K - $67.9K
|
3.77K
$299K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
879+ 24.87% |
$57K - $67.6K
|
4.41K
$350K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
876+ 25.97% |
$56.8K - $67.4K
|
4.25K
$337K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
875+ 3.92% |
$56.8K - $67.3K
|
23.2K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
870+ 6.03% |
$56.4K - $67K
|
15.3K
$1.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
845+ 6.47% |
$54.8K - $65K
|
13.9K
$1.1M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
840+ 7.73% |
$54.5K - $64.6K
|
11.7K
$928K
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
839+ 2.03% |
$54.4K - $64.6K
|
42.2K
$3.35M
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
838+ 2.6% |
$54.4K - $64.5K
|
33.1K
$2.63M
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
835+ 3.88% |
$54.2K - $64.3K
|
22.4K
$1.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
830+ 7.34% |
$53.8K - $63.9K
|
12.1K
$962K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
805+ 8.3% |
$52.2K - $62K
|
10.5K
$833K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
800+ 8.38% |
$51.9K - $61.6K
|
10.4K
$821K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
796+ 14.39% |
$51.6K - $61.3K
|
6.33K
$502K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
795+ 58.46% |
$51.6K - $61.2K
|
2.16K
$171K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
784New |
$50.9K - $60.3K
|
784
$62.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
768+ 9.97% |
$49.8K - $59.1K
|
8.47K
$672K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
760+ 9.25% |
$49.3K - $58.5K
|
8.98K
$712K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
757+ 5.2% |
$49.1K - $58.3K
|
15.3K
$1.22M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
751+ 25.81% |
$48.7K - $57.8K
|
3.66K
$290K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
745+ 39.4% |
$48.3K - $57.3K
|
2.64K
$209K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
735+ 16.16% |
$47.7K - $56.6K
|
5.28K
$419K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
734+ 5.65% |
$47.6K - $56.5K
|
13.7K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
732+ 3.6% |
$47.5K - $56.3K
|
21.1K
$1.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
720+ 32.2% |
$46.7K - $55.4K
|
2.96K
$234K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
715New |
$46.4K - $55K
|
715
$56.7K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
655+ 10.93% |
$42.5K - $50.4K
|
6.65K
$527K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
647+ 7.64% |
$42K - $49.8K
|
9.12K
$723K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
636+ 115.43% |
$41.3K - $48.9K
|
1.19K
$94.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
613+ 254.36% |
$39.8K - $47.2K
|
854
$67.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
606+ 9.07% |
$39.3K - $46.6K
|
7.29K
$578K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
604+ 10.62% |
$39.2K - $46.5K
|
6.29K
$499K
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
602+ 4.72% |
$39.1K - $46.3K
|
13.4K
$1.06M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
600+ 5.29% |
$38.9K - $46.2K
|
11.9K
$947K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
597+ 7.64% |
$38.7K - $45.9K
|
8.42K
$667K
|
|
|
Jul 29, 2022
Q2 2022
|
Client First Capital LLC
|
BUY
|
- |
580+ 0.51% |
$37.6K - $44.6K
|
115K
$9.14M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
577+ 5.86% |
$37.4K - $44.4K
|
10.4K
$826K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
560+ 2.42% |
$36.3K - $43.1K
|
23.7K
$1.88M
|