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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-154- 2.79% |
$9.84K - $11K
|
5.36K
$425K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-159- 2.26% |
$10.2K - $11.4K
|
6.88K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-163- 0.44% |
$10.4K - $11.7K
|
36.6K
$2.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-178- 64.03% |
$11.4K - $12.7K
|
100
$7.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-184- 1.33% |
$11.8K - $13.2K
|
13.7K
$1.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-184- 4.18% |
$11.8K - $13.2K
|
4.22K
$334K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-184- 2.4% |
$11.8K - $13.2K
|
7.47K
$593K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-188- 1.9% |
$12K - $13.5K
|
9.72K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 50.0% |
$12.8K - $14.3K
|
200
$15.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-202- 40.16% |
$12.9K - $14.5K
|
301
$23.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-215- 1.32% |
$13.7K - $15.4K
|
16.1K
$1.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-225- 1.94% |
$14.4K - $16.1K
|
11.4K
$903K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-227Closed |
$14.5K - $16.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-234- 0.5% |
$14.9K - $16.7K
|
46.3K
$3.67M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-240Closed |
$15.3K - $17.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-250- 8.45% |
$16K - $17.9K
|
2.71K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-250- 3.3% |
$16K - $17.9K
|
7.33K
$581K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-250- 2.76% |
$16K - $17.9K
|
8.81K
$698K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-256- 10.2% |
$16.4K - $18.3K
|
2.26K
$179K
|
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-260- 0.3% |
$16.6K - $18.6K
|
87.8K
$6.96M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-260- 6.42% |
$16.6K - $18.6K
|
3.79K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-265- 2.36% |
$16.9K - $19K
|
11K
$869K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-266- 14.56% |
$17K - $19K
|
1.56K
$124K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-273- 3.42% |
$17.4K - $19.5K
|
7.71K
$611K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-279- 8.39% |
$17.8K - $20K
|
3.05K
$242K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-299Closed |
$19.1K - $21.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-300- 25.02% |
$19.2K - $21.5K
|
899
$71.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300- 6.07% |
$19.2K - $21.5K
|
4.64K
$368K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-308- 4.04% |
$19.7K - $22K
|
7.31K
$580K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-311- 1.6% |
$19.9K - $22.3K
|
19.1K
$1.51M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-316- 25.4% |
$20.2K - $22.6K
|
928
$73.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-320- 24.24% |
$20.4K - $22.9K
|
1K
$79.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-325- 2.46% |
$20.8K - $23.3K
|
12.9K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-334- 10.0% |
$21.3K - $23.9K
|
3.01K
$238K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-336- 13.15% |
$21.5K - $24.1K
|
2.22K
$176K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-343- 99.71% |
$21.9K - $24.6K
|
1
$79.3
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-354- 2.15% |
$22.6K - $25.3K
|
16.1K
$1.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-355- 3.49% |
$22.7K - $25.4K
|
9.81K
$778K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-364- 2.43% |
$23.3K - $26.1K
|
14.6K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-385Closed |
$24.6K - $27.6K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-388- 6.18% |
$24.8K - $27.8K
|
5.89K
$467K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-390- 4.62% |
$24.9K - $27.9K
|
8.06K
$639K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-393- 1.05% |
$25.1K - $28.1K
|
37.2K
$2.95M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 3.72% |
$25.6K - $28.6K
|
10.4K
$822K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-400- 24.08% |
$25.6K - $28.6K
|
1.26K
$100K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-408- 3.83% |
$26.1K - $29.2K
|
10.3K
$813K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-413Closed |
$26.4K - $29.6K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-415- 7.15% |
$26.5K - $29.7K
|
5.39K
$427K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-427- 1.01% |
$27.3K - $30.6K
|
42.1K
$3.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-430- 10.5% |
$27.5K - $30.8K
|
3.67K
$291K
|