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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
665+ 3.87% |
$43.2K - $49.6K
|
17.8K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
660+ 6.02% |
$42.9K - $49.2K
|
11.6K
$889K
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
650+ 6.64% |
$42.3K - $48.5K
|
10.4K
$798K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
635+ 2.01% |
$41.3K - $47.3K
|
32.3K
$2.47M
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
633+ 1.75% |
$41.2K - $47.2K
|
36.7K
$2.81M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
615New |
$40K - $45.8K
|
615
$47K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
600+ 7.34% |
$39K - $44.7K
|
8.77K
$671K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
596+ 3.08% |
$38.8K - $44.4K
|
19.9K
$1.53M
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
567+ 3.52% |
$36.9K - $42.3K
|
16.7K
$1.28M
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
555New |
$36.1K - $41.4K
|
555
$42.4K
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
550+ 6.11% |
$35.8K - $41K
|
9.55K
$730K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
524+ 2.02% |
$34.1K - $39.1K
|
26.5K
$2.03M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
522+ 1.43% |
$33.9K - $38.9K
|
37.1K
$2.83M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
515+ 7.77% |
$33.5K - $38.4K
|
7.15K
$546K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
509+ 6.96% |
$33.1K - $37.9K
|
7.82K
$598K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$32.5K - $37.3K
|
500
$38.2K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
500New |
$32.5K - $37.3K
|
500
$38.2K
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
500+ 2.22% |
$32.5K - $37.3K
|
23K
$1.76M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
499+ 1.42% |
$32.4K - $37.2K
|
35.7K
$2.73M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
490+ 5.24% |
$31.9K - $36.5K
|
9.84K
$753K
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
476New |
$31K - $35.5K
|
476
$36.4K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
458+ 4.63% |
$29.8K - $34.1K
|
10.4K
$792K
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
456+ 5.66% |
$29.7K - $34K
|
8.52K
$651K
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
435+ 8.24% |
$28.3K - $32.4K
|
5.72K
$437K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
429+ 9.93% |
$27.9K - $32K
|
4.75K
$363K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
421+ 0.84% |
$27.4K - $31.4K
|
50.4K
$3.85M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
420+ 14.67% |
$27.3K - $31.3K
|
3.28K
$251K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
419+ 4.66% |
$27.2K - $31.2K
|
9.42K
$720K
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
394+ 0.68% |
$25.6K - $29.4K
|
58.7K
$4.49M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
388+ 4.8% |
$25.2K - $28.9K
|
8.47K
$648K
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
375+ 10.45% |
$24.4K - $28K
|
3.97K
$303K
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
369+ 1.15% |
$24K - $27.5K
|
32.5K
$2.48M
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
355+ 18.87% |
$23.1K - $26.5K
|
2.24K
$171K
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
352+ 10.3% |
$22.9K - $26.2K
|
3.77K
$288K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
350New |
$22.8K - $26.1K
|
350
$26.8K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
342New |
$22.2K - $25.5K
|
342
$26.2K
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
342+ 2.16% |
$22.2K - $25.5K
|
16.1K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
340+ 8.07% |
$22.1K - $25.3K
|
4.56K
$348K
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
338+ 0.25% |
$22K - $25.2K
|
134K
$10.3M
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
338+ 6.92% |
$22K - $25.2K
|
5.22K
$399K
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
328+ 0.45% |
$21.3K - $24.4K
|
72.6K
$5.55M
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
313+ 8.37% |
$20.4K - $23.3K
|
4.05K
$310K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
311+ 1.06% |
$20.2K - $23.2K
|
29.6K
$2.27M
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
306+ 1.69% |
$19.9K - $22.8K
|
18.4K
$1.41M
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
299+ 9.9% |
$19.4K - $22.3K
|
3.32K
$254K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
286New |
$18.6K - $21.3K
|
286
$21.9K
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
285+ 5.39% |
$18.5K - $21.2K
|
5.58K
$427K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
275+ 9.37% |
$17.9K - $20.5K
|
3.21K
$246K
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
274+ 1.93% |
$17.8K - $20.4K
|
14.4K
$1.1M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
266+ 15.17% |
$17.3K - $19.8K
|
2.02K
$154K
|