Purchases and Sales Made in Q1 2022 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.44KClosed |
$289K - $331K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.67K- 16.35% |
$304K - $348K
|
23.9K
$1.83M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.74K- 72.59% |
$308K - $354K
|
1.79K
$137K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.8KClosed |
$312K - $357K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
SELL
|
- |
-4.81K- 4.71% |
$313K - $359K
|
97.5K
$7.45M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-4.95KClosed |
$322K - $369K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-5.3K- 17.23% |
$345K - $395K
|
25.5K
$1.95M
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.59K- 21.99% |
$363K - $416K
|
19.8K
$1.52M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.66KClosed |
$368K - $422K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.7K- 6.22% |
$371K - $425K
|
85.9K
$6.57M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 16.67% |
$375K - $429K
|
28.8K
$2.2M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.81KClosed |
$378K - $433K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6KClosed |
$390K - $447K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.09K- 7.81% |
$396K - $454K
|
71.8K
$5.49M
|
|
May 04, 2022
Q1 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-6.09K- 6.94% |
$396K - $454K
|
81.7K
$6.25M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.24KClosed |
$406K - $465K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.27K- 51.65% |
$408K - $467K
|
5.87K
$449K
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-6.49K- 7.78% |
$422K - $484K
|
77K
$5.89M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.51KClosed |
$423K - $485K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.57K- 14.35% |
$427K - $490K
|
39.2K
$3M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-6.83K- 18.73% |
$444K - $509K
|
29.6K
$2.27M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-6.84KClosed |
$445K - $510K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.87K- 16.02% |
$447K - $512K
|
36K
$2.75M
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-7K- 77.78% |
$455K - $522K
|
2K
$153K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.26K- 57.22% |
$472K - $541K
|
5.43K
$415K
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.5K- 49.12% |
$488K - $559K
|
7.77K
$595K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.89K- 42.54% |
$513K - $588K
|
10.7K
$815K
|
|
May 10, 2022
Q1 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-8.08K- 1.96% |
$525K - $602K
|
403K
$30.8M
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-8.11KClosed |
$527K - $605K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.47K- 29.38% |
$550K - $631K
|
20.3K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-8.8KClosed |
$572K - $656K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.97K- 14.35% |
$583K - $669K
|
53.5K
$4.09M
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9K- 87.6% |
$585K - $671K
|
1.27K
$97.4K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.16K- 26.53% |
$596K - $683K
|
25.4K
$1.94M
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.23K- 52.45% |
$600K - $688K
|
8.37K
$640K
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.4KClosed |
$611K - $700K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-10.6K- 19.66% |
$692K - $793K
|
43.5K
$3.32M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$707K - $810K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 22.1% |
$753K - $863K
|
40.8K
$3.12M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.6K- 23.21% |
$755K - $865K
|
38.4K
$2.94M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.8K- 19.57% |
$765K - $877K
|
48.4K
$3.7M
|
|
May 13, 2022
Q1 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-11.8K- 66.67% |
$767K - $880K
|
5.9K
$451K
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-12.3K- 35.94% |
$803K - $920K
|
22K
$1.68M
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-13.1K- 46.07% |
$854K - $979K
|
15.4K
$1.18M
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-13.8K- 38.98% |
$897K - $1.03M
|
21.6K
$1.65M
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-13.9K- 76.7% |
$903K - $1.03M
|
4.22K
$323K
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$904K - $1.04M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-14K- 83.35% |
$910K - $1.04M
|
2.8K
$214K
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-14.1KClosed |
$914K - $1.05M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 25.54% |
$918K - $1.05M
|
41.2K
$3.15M
|