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
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.1KNew |
$898K - $1.01M
|
14.1K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$888K - $995K
|
13.9K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
13.9K+ 21.32% |
$887K - $994K
|
79K
$6.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
13.7K+ 282.77% |
$875K - $981K
|
18.5K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 4.58% |
$860K - $964K
|
308K
$24.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12.5K+ 246.03% |
$797K - $893K
|
17.5K
$1.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.1KNew |
$776K - $869K
|
12.1K
$962K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.8K+ 26.61% |
$756K - $847K
|
56.3K
$4.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$745K - $834K
|
11.7K
$924K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
11.3KNew |
$719K - $806K
|
11.3K
$893K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.7KNew |
$683K - $765K
|
10.7K
$847K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
10.5KNew |
$672K - $753K
|
10.5K
$834K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.3KNew |
$656K - $735K
|
10.3K
$815K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.92K+ 22.06% |
$634K - $710K
|
54.9K
$4.35M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.89KNew |
$632K - $708K
|
9.89K
$784K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.86K+ 7.28% |
$630K - $705K
|
145K
$11.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
9.72KNew |
$621K - $696K
|
9.72K
$771K
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
9.7KNew |
$620K - $694K
|
9.7K
$769K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
9.56K+ 25.25% |
$611K - $684K
|
47.4K
$3.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.32K+ 7.46% |
$595K - $667K
|
134K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.32K+ 7.43% |
$595K - $667K
|
135K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.2K+ 19.63% |
$588K - $659K
|
56.1K
$4.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.18KNew |
$586K - $657K
|
9.18K
$728K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
9K+ 139.04% |
$575K - $645K
|
15.5K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$575K - $644K
|
9K
$713K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.92K+ 17.51% |
$570K - $638K
|
59.8K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.86KNew |
$566K - $634K
|
8.86K
$703K
|
|
|
Feb 14, 2022
Q4 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
8.8KNew |
$562K - $630K
|
8.8K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
8.75KNew |
$559K - $626K
|
8.75K
$693K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.61K+ 15.19% |
$550K - $617K
|
65.3K
$5.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.27K+ 135.62% |
$528K - $592K
|
14.4K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.25KNew |
$527K - $590K
|
8.25K
$654K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.21KNew |
$524K - $588K
|
8.21K
$651K
|
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.11KNew |
$518K - $581K
|
8.11K
$643K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.97K+ 2657.0% |
$509K - $571K
|
8.27K
$656K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7.95K+ 90.49% |
$508K - $569K
|
16.7K
$1.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
7.82K+ 16.23% |
$499K - $559K
|
56K
$4.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
7.72KNew |
$493K - $553K
|
7.72K
$612K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.67K+ 28.76% |
$490K - $549K
|
34.3K
$2.72M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
7.6KNew |
$485K - $544K
|
7.6K
$603K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.11K+ 4.97% |
$454K - $509K
|
150K
$11.9M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.97K+ 15.05% |
$445K - $499K
|
53.3K
$4.22M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
6.72K+ 2050.0% |
$430K - $481K
|
7.05K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.51KNew |
$416K - $466K
|
6.51K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
6.48KNew |
$414K - $464K
|
6.48K
$514K
|
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
6.42KNew |
$410K - $459K
|
6.42K
$509K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
6.23K+ 47.49% |
$398K - $446K
|
19.3K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.22KNew |
$397K - $445K
|
6.22K
$493K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.2KNew |
$396K - $444K
|
6.2K
$492K
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.16KNew |
$394K - $441K
|
6.16K
$489K
|