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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.14K+ 5.72% |
$392K - $440K
|
113K
$8.99M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.1K+ 18.16% |
$389K - $436K
|
39.7K
$3.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.85K+ 1.57% |
$374K - $419K
|
378K
$29.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
5.81KNew |
$371K - $416K
|
5.81K
$460K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.72K+ 26.5% |
$366K - $410K
|
27.3K
$2.17M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.35KNew |
$342K - $383K
|
5.35K
$424K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.29KNew |
$338K - $379K
|
5.29K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
5.21K+ 10.54% |
$333K - $373K
|
54.6K
$4.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$332K - $372K
|
5.2K
$412K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
5.1K+ 6.48% |
$326K - $365K
|
83.9K
$6.65M
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
5.08K+ 8.67% |
$325K - $364K
|
63.6K
$5.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.02K+ 5.57% |
$321K - $359K
|
95.2K
$7.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.97K+ 5.4% |
$317K - $356K
|
97K
$7.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.93K+ 288.86% |
$315K - $353K
|
6.63K
$526K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
4.91K+ 149.66% |
$314K - $351K
|
8.19K
$649K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.88KNew |
$312K - $349K
|
4.88K
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4.88K+ 31.48% |
$312K - $349K
|
20.4K
$1.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.82KNew |
$308K - $345K
|
4.82K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.59K+ 8.63% |
$293K - $328K
|
57.8K
$4.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.58K+ 26.9% |
$293K - $328K
|
21.6K
$1.71M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
4.48K+ 8.25% |
$286K - $320K
|
58.7K
$4.66M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.36KNew |
$279K - $312K
|
4.36K
$346K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.33KNew |
$277K - $310K
|
4.33K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 42.14% |
$273K - $306K
|
14.4K
$1.14M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.24KNew |
$271K - $303K
|
4.24K
$336K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.23KNew |
$270K - $303K
|
4.23K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.23K+ 5.51% |
$270K - $303K
|
81K
$6.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.22KNew |
$269K - $302K
|
4.22K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.21K+ 16.5% |
$269K - $301K
|
29.7K
$2.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
4.13KNew |
$264K - $296K
|
4.13K
$328K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
4.01K+ 15.83% |
$256K - $287K
|
29.3K
$2.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.99KNew |
$255K - $285K
|
3.99K
$316K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.93KNew |
$251K - $282K
|
3.93K
$312K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
3.91K+ 8.78% |
$250K - $280K
|
48.4K
$3.84M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.89KNew |
$249K - $279K
|
3.89K
$309K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.89KNew |
$248K - $278K
|
3.89K
$308K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.86K+ 0.3% |
$246K - $276K
|
1.28M
$101M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
3.83KNew |
$245K - $274K
|
3.83K
$304K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.83K+ 12.46% |
$244K - $274K
|
34.5K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
3.77KNew |
$241K - $270K
|
3.77K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.76KNew |
$240K - $269K
|
3.76K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.74KNew |
$239K - $268K
|
3.74K
$297K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
3.73KNew |
$238K - $267K
|
3.73K
$296K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.72KNew |
$238K - $266K
|
3.72K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.71KNew |
$237K - $266K
|
3.71K
$294K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.7KNew |
$236K - $265K
|
3.7K
$293K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.7KNew |
$236K - $265K
|
3.7K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.63KNew |
$232K - $260K
|
3.63K
$288K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$231K - $258K
|
3.61K
$286K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.59KNew |
$229K - $257K
|
3.59K
$285K
|