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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-350- 10.26% |
$22.9K - $27.3K
|
3.06K
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-374- 0.76% |
$24.5K - $29.2K
|
48.7K
$3.83M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-390- 3.33% |
$25.5K - $30.5K
|
11.3K
$891K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-397- 6.97% |
$26K - $31K
|
5.3K
$417K
|
|
|
Oct 19, 2022
Q3 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-400- 5.97% |
$26.2K - $31.2K
|
6.3K
$496K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-414- 1.35% |
$27.1K - $32.3K
|
30.3K
$2.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-420- 2.31% |
$27.5K - $32.8K
|
17.8K
$1.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-423- 0.9% |
$27.7K - $33K
|
46.5K
$3.66M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-445- 3.8% |
$29.2K - $34.8K
|
11.3K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-450- 64.29% |
$29.5K - $35.2K
|
250
$19.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-450- 79.79% |
$29.5K - $35.2K
|
114
$8.97K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-468- 5.37% |
$30.7K - $36.6K
|
8.25K
$649K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-476- 13.24% |
$31.2K - $37.2K
|
3.12K
$246K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-483- 11.58% |
$31.6K - $37.7K
|
3.69K
$290K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-484- 0.38% |
$31.7K - $37.8K
|
126K
$9.93M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-488- 33.7% |
$32K - $38.1K
|
960
$75.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-490- 1.93% |
$32.1K - $38.3K
|
25K
$1.96M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-492- 1.06% |
$32.2K - $38.4K
|
45.8K
$3.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-497- 3.21% |
$32.6K - $38.8K
|
15K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-505- 5.46% |
$33.1K - $39.5K
|
8.75K
$688K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-538- 2.95% |
$35.2K - $42K
|
17.7K
$1.39M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-542- 2.73% |
$35.5K - $42.3K
|
19.3K
$1.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-550- 1.4% |
$36K - $43K
|
38.6K
$3.04M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-557- 3.88% |
$36.5K - $43.5K
|
13.8K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-563- 12.15% |
$36.9K - $44K
|
4.07K
$320K
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
SELL
|
- |
-577- 3.07% |
$37.8K - $45.1K
|
18.2K
$1.43M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-593- 7.08% |
$38.8K - $46.3K
|
7.78K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-617- 51.98% |
$40.4K - $48.2K
|
570
$44.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-625- 3.5% |
$40.9K - $48.8K
|
17.3K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-637- 13.39% |
$41.7K - $49.8K
|
4.12K
$324K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-640- 9.63% |
$41.9K - $50K
|
6.01K
$473K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-652- 2.06% |
$42.7K - $50.9K
|
31K
$2.44M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-668- 1.45% |
$43.8K - $52.2K
|
45.4K
$3.58M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-677- 14.12% |
$44.4K - $52.9K
|
4.12K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-681- 6.24% |
$44.6K - $53.2K
|
10.2K
$805K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-688- 18.05% |
$45.1K - $53.7K
|
3.12K
$246K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-692- 12.76% |
$45.3K - $54.1K
|
4.73K
$372K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-696- 0.24% |
$45.6K - $54.4K
|
288K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-712- 2.3% |
$46.6K - $55.6K
|
30.3K
$2.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-720- 3.72% |
$47.2K - $56.2K
|
18.6K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-731- 6.96% |
$47.9K - $57.1K
|
9.77K
$769K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-750- 8.96% |
$49.1K - $58.6K
|
7.62K
$600K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-766- 3.44% |
$50.2K - $59.8K
|
21.5K
$1.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-766- 9.12% |
$50.2K - $59.8K
|
7.63K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-798- 13.11% |
$52.3K - $62.3K
|
5.29K
$416K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-814- 11.93% |
$53.3K - $63.6K
|
6.01K
$473K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-863- 13.91% |
$56.5K - $67.4K
|
5.34K
$420K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-880- 3.56% |
$57.6K - $68.7K
|
23.8K
$1.87M
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-983- 5.37% |
$64.4K - $76.8K
|
17.3K
$1.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-991- 3.12% |
$64.9K - $77.4K
|
30.8K
$2.42M
|