Purchases and Sales Made in Q3 2022 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
56+ 0.17% |
$3.67K - $4.37K
|
33.2K
$2.86M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$3.54K - $4.22K
|
54
$4.65K
|
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
54+ 0.16% |
$3.54K - $4.22K
|
33.9K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
52+ 0.44% |
$3.41K - $4.06K
|
12K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 3.03% |
$3.34K - $3.98K
|
1.74K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 40.0% |
$3.28K - $3.91K
|
175
$15.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 4.1% |
$2.49K - $2.97K
|
964
$83.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
33+ 1.04% |
$2.16K - $2.58K
|
3.2K
$276K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33+ 4.82% |
$2.16K - $2.58K
|
717
$61.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
33+ 0.95% |
$2.16K - $2.58K
|
3.51K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
33+ 0.6% |
$2.16K - $2.58K
|
5.55K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29+ 0.46% |
$1.9K - $2.27K
|
6.39K
$550K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
27+ 0.37% |
$1.77K - $2.11K
|
7.41K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
27+ 0.18% |
$1.77K - $2.11K
|
14.7K
$1.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.19% |
$1.7K - $2.03K
|
13.4K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
23+ 0.73% |
$1.51K - $1.8K
|
3.19K
$275K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
22+ 0.61% |
$1.44K - $1.72K
|
3.65K
$315K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
20+ 0.31% |
$1.31K - $1.56K
|
6.39K
$551K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
19+ 146.15% |
$1.24K - $1.48K
|
32
$2.76K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$1.18K - $1.41K
|
18
$1.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
18+ 0.13% |
$1.18K - $1.41K
|
13.7K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
18+ 0.61% |
$1.18K - $1.41K
|
2.97K
$256K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16+ 0.47% |
$1.05K - $1.25K
|
3.42K
$295K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.05K - $1.25K
|
16
$1.38K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16+ 0.12% |
$1.05K - $1.25K
|
13.2K
$1.14M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 4.29% |
$983 - $1.17K
|
365
$31.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15+ 0.23% |
$983 - $1.17K
|
6.64K
$572K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
12+ 0.08% |
$786 - $937
|
15.2K
$1.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11+ 0.14% |
$721 - $859
|
8.05K
$694K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 2.33% |
$655 - $781
|
440
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
10+ 0.13% |
$655 - $781
|
7.63K
$658K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.15% |
$590 - $703
|
5.96K
$514K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9+ 0.22% |
$590 - $703
|
4.15K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.52% |
$590 - $703
|
1.74K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.2% |
$590 - $703
|
4.43K
$382K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 6.2% |
$524 - $625
|
137
$11.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.32% |
$328 - $391
|
1.55K
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.51% |
$328 - $391
|
978
$84.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$262 - $312
|
1.12K
$96.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
4+ 0.1% |
$262 - $312
|
3.84K
$331K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.27% |
$262 - $312
|
320
$27.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.75% |
$131 - $156
|
268
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.0% |
$131 - $156
|
41.3K
$3.56M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.63% |
$131 - $156
|
318
$27.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
1+ 0.26% |
$65.5 - $78.1
|
390
$33.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.44% |
$65.5 - $78.1
|
226
$19.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.64% |
$65.5 - $78.1
|
157
$13.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$65.5 - $78.1
|
6.22K
$536K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.81% |
$65.5 - $78.1
|
124
$10.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.03% |
$65.5 - $78.1
|
98
$8.45K
|