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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 5.96% |
$68.6K - $76.9K
|
19.1K
$1.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
1.07K+ 2.15% |
$68.1K - $76.3K
|
50.6K
$4.01M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.05K+ 2.19% |
$67K - $75.1K
|
48.8K
$3.87M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.03K+ 2.86% |
$66K - $73.9K
|
37.1K
$2.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03KNew |
$65.6K - $73.5K
|
1.03K
$81.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.03K+ 5.9% |
$65.5K - $73.4K
|
18.4K
$1.46M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.01KNew |
$64.5K - $72.3K
|
1.01K
$80.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
1K+ 16.16% |
$63.9K - $71.6K
|
7.19K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
999+ 12.14% |
$63.8K - $71.5K
|
9.23K
$732K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
970+ 4.62% |
$62K - $69.4K
|
22K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
964+ 17.86% |
$61.6K - $69K
|
6.36K
$504K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
963+ 12.66% |
$61.5K - $68.9K
|
8.57K
$679K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
940+ 1.04% |
$60K - $67.3K
|
91.7K
$7.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
925+ 3.03% |
$59.1K - $66.2K
|
31.5K
$2.49M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
922+ 3.39% |
$58.9K - $66K
|
28.1K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
910+ 1.59% |
$58.1K - $65.1K
|
58.3K
$4.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
891+ 1.87% |
$56.9K - $63.8K
|
48.4K
$3.84M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
888+ 2.84% |
$56.7K - $63.6K
|
32.1K
$2.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
882+ 18.91% |
$56.3K - $63.1K
|
5.55K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
871+ 4.35% |
$55.6K - $62.3K
|
20.9K
$1.65M
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
842+ 20.81% |
$53.8K - $60.3K
|
4.89K
$388K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
819New |
$52.3K - $58.6K
|
819
$64.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
805+ 6.48% |
$51.4K - $57.6K
|
13.2K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
800+ 106.67% |
$51.1K - $57.3K
|
1.55K
$123K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
797+ 11.62% |
$50.9K - $57K
|
7.65K
$607K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
781New |
$49.9K - $55.9K
|
781
$61.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
777+ 46.78% |
$49.6K - $55.6K
|
2.44K
$193K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
771+ 12.7% |
$49.3K - $55.2K
|
6.84K
$543K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
751+ 13.31% |
$48K - $53.8K
|
6.39K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
744+ 4.94% |
$47.5K - $53.3K
|
15.8K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
734+ 10.96% |
$46.9K - $52.5K
|
7.43K
$589K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
731+ 1.88% |
$46.7K - $52.3K
|
39.7K
$3.15M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
730+ 7.38% |
$46.6K - $52.3K
|
10.6K
$842K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
724New |
$46.2K - $51.8K
|
724
$57.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
694+ 11.33% |
$44.3K - $49.7K
|
6.82K
$541K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
693+ 7.45% |
$44.3K - $49.6K
|
9.99K
$792K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
670+ 1.87% |
$42.8K - $48K
|
36.5K
$2.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
665+ 20.46% |
$42.5K - $47.6K
|
3.92K
$310K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
654+ 436.0% |
$41.8K - $46.8K
|
804
$63.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
648+ 11.76% |
$41.4K - $46.4K
|
6.16K
$488K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
640+ 1.7% |
$40.9K - $45.8K
|
38.3K
$3.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
624+ 40.68% |
$39.9K - $44.7K
|
2.16K
$171K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
620+ 10.97% |
$39.6K - $44.4K
|
6.27K
$497K
|
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
620+ 13.3% |
$39.6K - $44.4K
|
5.28K
$419K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
607+ 26.05% |
$38.8K - $43.4K
|
2.94K
$233K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
605+ 14.78% |
$38.6K - $43.3K
|
4.7K
$372K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
603+ 16.67% |
$38.5K - $43.2K
|
4.22K
$335K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
600+ 6.6% |
$38.3K - $42.9K
|
9.69K
$768K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
597+ 0.93% |
$38.1K - $42.7K
|
64.7K
$5.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
585+ 4.66% |
$37.4K - $41.9K
|
13.1K
$1.04M
|