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 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.55KNew |
$227K - $254K
|
3.55K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.5KNew |
$224K - $251K
|
3.5K
$277K
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.42KNew |
$218K - $245K
|
3.42K
$271K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.37K+ 23.44% |
$216K - $242K
|
17.8K
$1.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.37K+ 12.35% |
$215K - $241K
|
30.7K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.37KNew |
$215K - $241K
|
3.37K
$267K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
3.35K+ 4.18% |
$214K - $240K
|
83.5K
$6.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.35K+ 64.32% |
$214K - $240K
|
8.56K
$678K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
3.35KNew |
$214K - $240K
|
3.35K
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.31K+ 8.14% |
$212K - $237K
|
44K
$3.49M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.26KNew |
$208K - $233K
|
3.26K
$258K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.26KNew |
$208K - $233K
|
3.26K
$258K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.25KNew |
$208K - $233K
|
3.25K
$258K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.23KNew |
$206K - $231K
|
3.23K
$256K
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.22K+ 43.24% |
$206K - $230K
|
10.7K
$845K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
3.1KNew |
$198K - $222K
|
3.1K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09KNew |
$198K - $221K
|
3.09K
$245K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.08KNew |
$197K - $220K
|
3.08K
$244K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.08KNew |
$197K - $220K
|
3.08K
$244K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.08K+ 0.42% |
$196K - $220K
|
737K
$58.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.06KNew |
$195K - $219K
|
3.06K
$243K
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
3KNew |
$192K - $215K
|
3K
$238K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$192K - $215K
|
3K
$238K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.96KNew |
$189K - $212K
|
2.96K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.95KNew |
$189K - $211K
|
2.95K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.95K+ 17.74% |
$188K - $211K
|
19.6K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.94KNew |
$187K - $210K
|
2.94K
$233K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.93KNew |
$187K - $210K
|
2.93K
$232K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.91KNew |
$186K - $208K
|
2.91K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.89KNew |
$185K - $207K
|
2.89K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.89KNew |
$185K - $207K
|
2.89K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.88KNew |
$184K - $206K
|
2.88K
$228K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.87KNew |
$183K - $205K
|
2.87K
$227K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.85KNew |
$182K - $204K
|
2.85K
$226K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.82K+ 7057.5% |
$180K - $202K
|
2.86K
$227K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
2.79K+ 3.32% |
$178K - $200K
|
86.9K
$6.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.79KNew |
$178K - $200K
|
2.79K
$221K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 41.74% |
$176K - $197K
|
9.37K
$742K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.72K+ 11.34% |
$174K - $195K
|
26.7K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.65KNew |
$169K - $189K
|
2.65K
$210K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.56K+ 3.59% |
$164K - $184K
|
74K
$5.86M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.51K+ 1.43% |
$160K - $179K
|
178K
$14.1M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.5K+ 8.76% |
$160K - $179K
|
31K
$2.46M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.48K+ 23.48% |
$159K - $178K
|
13.1K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.46K+ 1.32% |
$157K - $176K
|
189K
$15M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.45K+ 16.73% |
$157K - $175K
|
17.1K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.38K+ 16.08% |
$152K - $171K
|
17.2K
$1.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
2.38K+ 7.22% |
$152K - $171K
|
35.4K
$2.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 47.12% |
$151K - $169K
|
7.39K
$586K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.34K+ 6.11% |
$149K - $167K
|
40.6K
$3.22M
|