Purchases and Sales Made in Q4 2021 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.32% |
$192 - $215
|
943
$74.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.77% |
$128 - $143
|
262
$20.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.91% |
$128 - $143
|
222
$17.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.81% |
$128 - $143
|
250
$19.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 3.13% |
$63.9 - $71.6
|
33
$2.62K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.91% |
$63.9 - $71.6
|
111
$8.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.94% |
$63.9 - $71.6
|
107
$8.48K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1+ 0.3% |
$63.9 - $71.6
|
334
$26.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.32% |
$63.9 - $71.6
|
318
$25.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 10.0% |
$63.9 - $71.6
|
11
$872
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1- 0.14% |
$63.9 - $71.6
|
711
$56.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1- 0.02% |
$63.9 - $71.6
|
4.14K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$63.9 - $71.6
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4- 0.03% |
$256 - $286
|
14.1K
$1.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-5- 0.05% |
$319 - $358
|
9.69K
$768K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-9- 0.27% |
$575 - $644
|
3.3K
$262K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-10- 0.23% |
$639 - $716
|
4.27K
$339K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-14- 0.46% |
$894 - $1K
|
3.06K
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-14- 0.08% |
$894 - $1K
|
18.1K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15- 0.94% |
$958 - $1.07K
|
1.57K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-18Closed |
$1.15K - $1.29K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-25Closed |
$1.6K - $1.79K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-30- 0.49% |
$1.92K - $2.15K
|
6.13K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-33- 0.74% |
$2.11K - $2.36K
|
4.42K
$350K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33- 0.22% |
$2.11K - $2.36K
|
14.9K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-34- 1.01% |
$2.17K - $2.43K
|
3.34K
$264K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-43- 28.1% |
$2.75K - $3.08K
|
110
$8.72K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-47- 0.23% |
$3K - $3.36K
|
20.7K
$1.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 7.46% |
$3.19K - $3.58K
|
620
$49.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54Closed |
$3.45K - $3.87K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-59- 1.48% |
$3.77K - $4.22K
|
3.92K
$311K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-60- 0.78% |
$3.83K - $4.29K
|
7.65K
$607K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-60- 1.63% |
$3.83K - $4.29K
|
3.61K
$286K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-66- 1.71% |
$4.22K - $4.72K
|
3.79K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-70- 0.3% |
$4.47K - $5.01K
|
23.5K
$1.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-72- 31.03% |
$4.6K - $5.15K
|
160
$12.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-73- 1.43% |
$4.66K - $5.23K
|
5.04K
$400K
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-80- 1.72% |
$5.11K - $5.73K
|
4.57K
$362K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-99- 0.2% |
$6.32K - $7.09K
|
48.3K
$3.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-100- 2.76% |
$6.39K - $7.16K
|
3.53K
$280K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-104- 0.45% |
$6.64K - $7.44K
|
22.8K
$1.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-105- 0.2% |
$6.71K - $7.52K
|
51.4K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-106- 1.03% |
$6.77K - $7.59K
|
10.2K
$807K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-141- 1.86% |
$9.01K - $10.1K
|
7.43K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-147- 0.46% |
$9.39K - $10.5K
|
32.1K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-148- 1.23% |
$9.45K - $10.6K
|
11.8K
$939K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-150- 2.38% |
$9.58K - $10.7K
|
6.14K
$487K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-150Closed |
$9.58K - $10.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 4.78% |
$9.58K - $10.7K
|
2.99K
$237K
|