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 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-431- 7.9% |
$27.5K - $30.9K
|
5.02K
$398K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-432Closed |
$27.6K - $30.9K
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-436- 16.48% |
$27.9K - $31.2K
|
2.21K
$175K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-438- 11.05% |
$28K - $31.4K
|
3.53K
$279K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-478- 2.72% |
$30.5K - $34.2K
|
17.1K
$1.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-487- 1.8% |
$31.1K - $34.9K
|
26.6K
$2.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-491- 1.71% |
$31.4K - $35.1K
|
28.2K
$2.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-493- 1.7% |
$31.5K - $35.3K
|
28.5K
$2.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-496- 6.05% |
$31.7K - $35.5K
|
7.7K
$610K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-500Closed |
$31.9K - $35.8K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-501- 15.2% |
$32K - $35.9K
|
2.8K
$222K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-505- 4.18% |
$32.3K - $36.1K
|
11.6K
$919K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-508- 1.39% |
$32.5K - $36.4K
|
36K
$2.86M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-529- 43.72% |
$33.8K - $37.9K
|
681
$54K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-575- 3.46% |
$36.7K - $41.2K
|
16.1K
$1.27M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-584- 12.64% |
$37.3K - $41.8K
|
4.04K
$320K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-584- 12.64% |
$37.3K - $41.8K
|
4.04K
$320K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-585- 9.71% |
$37.4K - $41.9K
|
5.44K
$431K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-600- 17.65% |
$38.3K - $42.9K
|
2.8K
$222K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-604- 11.01% |
$38.6K - $43.2K
|
4.88K
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-608- 6.14% |
$38.8K - $43.5K
|
9.29K
$737K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-642- 8.69% |
$41K - $46K
|
6.75K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-650- 36.76% |
$41.5K - $46.5K
|
1.12K
$88.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-667- 75.62% |
$42.6K - $47.7K
|
215
$17K
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-677Closed |
$43.2K - $48.5K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-687- 3.8% |
$43.9K - $49.2K
|
17.4K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-700- 51.55% |
$44.7K - $50.1K
|
658
$52.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-740- 0.52% |
$47.3K - $53K
|
142K
$11.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-745- 14.17% |
$47.6K - $53.3K
|
4.51K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-750Closed |
$47.9K - $53.7K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-753- 3.25% |
$48.1K - $53.9K
|
22.4K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-766- 1.78% |
$48.9K - $54.8K
|
42.2K
$3.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-770- 11.47% |
$49.2K - $55.1K
|
5.95K
$471K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-777Closed |
$49.6K - $55.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-784- 2.16% |
$50.1K - $56.1K
|
35.5K
$2.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-788- 11.16% |
$50.3K - $56.4K
|
6.27K
$497K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-798- 53.81% |
$51K - $57.1K
|
685
$54.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-800- 13.77% |
$51.1K - $57.3K
|
5.01K
$397K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-800- 5.56% |
$51.1K - $57.3K
|
13.6K
$1.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-811- 17.02% |
$51.8K - $58.1K
|
3.95K
$313K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-833- 5.43% |
$53.2K - $59.6K
|
14.5K
$1.15M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-833- 5.43% |
$53.2K - $59.6K
|
14.5K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-862- 13.47% |
$55.1K - $61.7K
|
5.54K
$439K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-880- 1.81% |
$56.2K - $63K
|
47.8K
$3.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-886- 1.15% |
$56.6K - $63.4K
|
76.3K
$6.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-900- 10.86% |
$57.5K - $64.4K
|
7.39K
$585K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-914- 0.83% |
$58.4K - $65.4K
|
109K
$8.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-988- 9.27% |
$63.1K - $70.7K
|
9.67K
$767K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-988- 4.34% |
$63.1K - $70.7K
|
21.8K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-992- 6.32% |
$63.4K - $71K
|
14.7K
$1.17M
|