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 02, 2022
Q4 2021
|
Florin Court Capital LLP
|
BUY
|
- |
36KNew |
$2.3M - $2.58M
|
36K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.6K+ 18.97% |
$2.21M - $2.47M
|
217K
$17.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$2.17M - $2.43M
|
33.9K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
30.8K+ 12.27% |
$1.97M - $2.21M
|
282K
$22.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
30.6K+ 250.08% |
$1.96M - $2.19M
|
42.9K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
29.1KNew |
$1.86M - $2.08M
|
29.1K
$2.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
29.1KNew |
$1.86M - $2.08M
|
29.1K
$2.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
28.8KNew |
$1.84M - $2.06M
|
28.8K
$2.28M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
28.2KNew |
$1.8M - $2.02M
|
28.2K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
27.7KNew |
$1.77M - $1.98M
|
27.7K
$2.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
26.9KNew |
$1.72M - $1.93M
|
26.9K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
26.7KNew |
$1.71M - $1.91M
|
26.7K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
26K+ 92.54% |
$1.66M - $1.86M
|
54.1K
$4.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.2K+ 6.98% |
$1.61M - $1.8M
|
386K
$30.6M
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24.9K+ 59.92% |
$1.59M - $1.78M
|
66.5K
$5.27M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
24.8K+ 619.98% |
$1.59M - $1.78M
|
28.8K
$2.29M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
24.8KNew |
$1.58M - $1.77M
|
24.8K
$1.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
23.9K+ 44.56% |
$1.53M - $1.71M
|
77.7K
$6.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
23.2KNew |
$1.48M - $1.66M
|
23.2K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
22.9KNew |
$1.47M - $1.64M
|
22.9K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
22.5KNew |
$1.44M - $1.61M
|
22.5K
$1.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
22.5KNew |
$1.44M - $1.61M
|
22.5K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
22.1K+ 8.66% |
$1.41M - $1.58M
|
277K
$22M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
21.9KNew |
$1.4M - $1.57M
|
21.9K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
21K+ 228.01% |
$1.34M - $1.5M
|
30.2K
$2.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
20.9K+ 6.94% |
$1.33M - $1.5M
|
322K
$25.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20.7KNew |
$1.32M - $1.48M
|
20.7K
$1.64M
|
|
|
Feb 24, 2022
Q4 2021
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$1.29M - $1.44M
|
20.2K
$1.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$1.28M - $1.44M
|
20.1K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20K+ 12.22% |
$1.28M - $1.43M
|
184K
$14.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
19.9K+ 66.2% |
$1.27M - $1.42M
|
49.9K
$3.96M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
19.5KNew |
$1.25M - $1.4M
|
19.5K
$1.55M
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
19.2K+ 182.38% |
$1.22M - $1.37M
|
29.7K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17.9KNew |
$1.15M - $1.28M
|
17.9K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.6KNew |
$1.12M - $1.26M
|
17.6K
$1.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
17.3K+ 95.01% |
$1.11M - $1.24M
|
35.5K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
16.8K+ 1249.74% |
$1.07M - $1.2M
|
18.1K
$1.43M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
16.8K+ 23.34% |
$1.07M - $1.2M
|
88.5K
$7.02M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
16.7KNew |
$1.07M - $1.2M
|
16.7K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
16.6K+ 139.01% |
$1.06M - $1.19M
|
28.5K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.1K+ 10.02% |
$1.03M - $1.15M
|
177K
$14M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
15.8KNew |
$1.01M - $1.13M
|
15.8K
$1.25M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.3KNew |
$976K - $1.09M
|
15.3K
$1.21M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
15.3KNew |
$975K - $1.09M
|
15.3K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
15.2KNew |
$973K - $1.09M
|
15.2K
$1.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
15.1K+ 86.43% |
$966K - $1.08M
|
32.6K
$2.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.9KNew |
$950K - $1.06M
|
14.9K
$1.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 18.51% |
$950K - $1.06M
|
95.1K
$7.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
14.6KNew |
$936K - $1.05M
|
14.6K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
14.2KNew |
$906K - $1.02M
|
14.2K
$1.12M
|