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 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.41K- 10.85% |
$154K - $173K
|
19.8K
$1.57M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.41K- 26.17% |
$154K - $173K
|
6.81K
$540K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
SELL
|
- |
-2.42K- 33.06% |
$154K - $173K
|
4.89K
$388K
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.43K- 9.43% |
$155K - $174K
|
23.4K
$1.85M
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.64K- 27.72% |
$168K - $189K
|
6.87K
$545K
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.69K- 10.83% |
$172K - $193K
|
22.2K
$1.76M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.7K- 6.05% |
$173K - $194K
|
42K
$3.33M
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.72K- 2.47% |
$174K - $194K
|
107K
$8.5M
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-2.72K- 17.58% |
$174K - $195K
|
12.8K
$1.01M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.78K- 2.35% |
$178K - $199K
|
116K
$9.18M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.85K- 14.4% |
$182K - $204K
|
16.9K
$1.34M
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.92K- 13.76% |
$187K - $209K
|
18.3K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 5.04% |
$187K - $210K
|
55.3K
$4.38M
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.95K- 58.75% |
$188K - $211K
|
2.07K
$164K
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.97K- 4.73% |
$190K - $213K
|
59.9K
$4.75M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.1K- 35.12% |
$198K - $222K
|
5.73K
$454K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.12K- 50.37% |
$199K - $223K
|
3.07K
$244K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.13K- 38.55% |
$200K - $224K
|
4.98K
$395K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.13K- 41.32% |
$200K - $224K
|
4.44K
$352K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.18K- 12.73% |
$203K - $228K
|
21.8K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.2KClosed |
$204K - $229K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.2KClosed |
$204K - $229K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.21K- 8.15% |
$205K - $229K
|
36.1K
$2.86M
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.22KClosed |
$205K - $230K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.25KClosed |
$207K - $232K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.26K- 16.27% |
$208K - $234K
|
16.8K
$1.33M
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.28K- 90.0% |
$209K - $234K
|
364
$28.9K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-3.29K- 6.17% |
$210K - $235K
|
50K
$3.96M
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.29KClosed |
$210K - $235K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-3.3KClosed |
$211K - $236K
|
0
$0
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.31K- 12.56% |
$211K - $237K
|
23K
$1.82M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.33KClosed |
$213K - $239K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.34K- 1.16% |
$213K - $239K
|
284K
$22.5M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.38K- 14.5% |
$216K - $242K
|
19.9K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 11.63% |
$217K - $243K
|
25.8K
$2.05M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-3.52K- 10.96% |
$225K - $252K
|
28.6K
$2.26M
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.57KClosed |
$228K - $255K
|
0
$0
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-3.58K- 33.22% |
$229K - $256K
|
7.2K
$571K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.63K- 20.13% |
$232K - $260K
|
14.4K
$1.14M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.68K- 9.62% |
$235K - $263K
|
34.6K
$2.74M
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.8K- 30.07% |
$243K - $272K
|
8.83K
$700K
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.82KClosed |
$244K - $274K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4.11K- 49.12% |
$263K - $294K
|
4.26K
$338K
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.21K- 4.27% |
$269K - $301K
|
94.3K
$7.48M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-4.37K- 3.16% |
$279K - $313K
|
134K
$10.6M
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.4K- 16.21% |
$281K - $315K
|
22.8K
$1.8M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.46K- 40.47% |
$285K - $319K
|
6.55K
$520K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-4.5K- 32.49% |
$287K - $322K
|
9.35K
$741K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.51K- 11.45% |
$288K - $323K
|
34.9K
$2.77M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.57K- 37.18% |
$292K - $327K
|
7.72K
$612K
|