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 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.33K+ 14.52% |
$149K - $167K
|
18.4K
$1.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.33K+ 24.74% |
$149K - $167K
|
11.7K
$931K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.23K+ 7.75% |
$142K - $160K
|
31K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.22K+ 6.11% |
$142K - $159K
|
38.6K
$3.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.21K+ 5.63% |
$141K - $158K
|
41.6K
$3.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.2K+ 45.53% |
$141K - $157K
|
7.03K
$557K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.14K+ 1.45% |
$137K - $153K
|
149K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.11K+ 19.98% |
$135K - $151K
|
12.7K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2K+ 52.11% |
$128K - $143K
|
5.84K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2K+ 4.44% |
$128K - $143K
|
47K
$3.73M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.89K+ 17.17% |
$121K - $135K
|
12.9K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.84K+ 6.18% |
$118K - $132K
|
31.6K
$2.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
1.8K+ 4.52% |
$115K - $129K
|
41.6K
$3.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.75K+ 2.16% |
$112K - $125K
|
82.7K
$6.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1.73K+ 49.6% |
$110K - $123K
|
5.2K
$412K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 12.29% |
$109K - $122K
|
15.6K
$1.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.7KNew |
$109K - $122K
|
1.7K
$135K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.69K+ 3.05% |
$108K - $121K
|
57.1K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.65KNew |
$105K - $118K
|
1.65K
$130K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.63KNew |
$104K - $116K
|
1.63K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.55K+ 35.71% |
$99K - $111K
|
5.89K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.53K+ 15.18% |
$97.7K - $109K
|
11.6K
$920K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.48KNew |
$94.4K - $106K
|
1.48K
$117K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 32.25% |
$93.4K - $105K
|
6K
$475K
|
|
|
Feb 09, 2022
Q4 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.42K+ 5.16% |
$90.8K - $102K
|
28.9K
$2.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.41K+ 29.94% |
$90.3K - $101K
|
6.13K
$486K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.41K+ 30.76% |
$89.8K - $101K
|
5.97K
$473K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.39K+ 9.84% |
$88.9K - $99.6K
|
15.5K
$1.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
1.39K+ 4.3% |
$88.5K - $99.2K
|
33.7K
$2.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.38K+ 49.18% |
$88.1K - $98.7K
|
4.18K
$332K
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.36K+ 1.92% |
$87.1K - $97.6K
|
72.3K
$5.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.34K+ 17.18% |
$85.5K - $95.8K
|
9.13K
$724K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.34K+ 17.18% |
$85.5K - $95.8K
|
9.13K
$724K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.33KNew |
$85.1K - $95.3K
|
1.33K
$106K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.31K+ 8.25% |
$83.9K - $94K
|
17.2K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.31K+ 41.87% |
$83.7K - $93.8K
|
4.44K
$352K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.31K+ 2.65% |
$83.6K - $93.6K
|
50.7K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.23K+ 175.0% |
$78.3K - $87.7K
|
1.93K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.22K+ 11.53% |
$78.1K - $87.5K
|
11.8K
$937K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 11.35% |
$77.7K - $87.1K
|
11.9K
$947K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.21K+ 1208.0% |
$77.2K - $86.5K
|
1.31K
$104K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.19K+ 17.02% |
$75.8K - $85K
|
8.16K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.19K+ 17.01% |
$75.8K - $84.9K
|
8.16K
$647K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
1.15K+ 3.16% |
$73.5K - $82.3K
|
37.5K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 183.2% |
$72.4K - $81.2K
|
1.75K
$139K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 5.38% |
$71.7K - $80.3K
|
22K
$1.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.11K+ 0.4% |
$71K - $79.5K
|
280K
$22.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.11K+ 16.08% |
$70.9K - $79.5K
|
8.01K
$635K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$70.3K - $78.7K
|
1.1K
$87.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.1K+ 24.35% |
$69.9K - $78.4K
|
5.59K
$443K
|