Purchases and Sales Made in Q1 2025 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 2025. 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 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
426K+ 11.29% |
$31.8M - $34.2M
|
4.2M
$327M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
111KNew |
$8.33M - $8.95M
|
111K
$8.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106K+ 7784.99% |
$7.9M - $8.49M
|
107K
$8.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74KNew |
$5.53M - $5.94M
|
74K
$5.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
54.5K+ 195.47% |
$4.07M - $4.37M
|
82.3K
$6.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
46K+ 25.2% |
$3.43M - $3.69M
|
228K
$17.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
36.3KNew |
$2.71M - $2.91M
|
36.3K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
33.6K+ 56.25% |
$2.51M - $2.7M
|
93.4K
$7.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32KNew |
$2.39M - $2.57M
|
32K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
28.9KNew |
$2.16M - $2.32M
|
28.9K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
26.7KNew |
$2M - $2.15M
|
26.7K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
18.4K+ 11.42% |
$1.37M - $1.48M
|
179K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
16.8K+ 11030.26% |
$1.25M - $1.35M
|
16.9K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
13.9K+ 22.16% |
$1.04M - $1.12M
|
76.7K
$5.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
13.2K+ 24.07% |
$988K - $1.06M
|
68.2K
$5.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.7K+ 159.8% |
$801K - $861K
|
17.4K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$788K - $847K
|
10.6K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.4K+ 94863.64% |
$779K - $838K
|
10.4K
$812K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
9.15K+ 12.84% |
$684K - $734K
|
80.4K
$6.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.6K+ 9.71% |
$643K - $691K
|
97.2K
$7.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
7.8K+ 50.36% |
$582K - $626K
|
23.3K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
7.08K+ 19.52% |
$529K - $568K
|
43.3K
$3.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6.62K+ 8.57% |
$495K - $531K
|
83.9K
$6.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
6.6K+ 20.73% |
$493K - $530K
|
38.5K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
6.58K+ 54.27% |
$491K - $528K
|
18.7K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 78.19% |
$471K - $506K
|
14.4K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.55K+ 11.53% |
$415K - $446K
|
53.7K
$4.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.14K+ 12.0% |
$384K - $413K
|
48K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.05K+ 14.38% |
$377K - $405K
|
40.1K
$3.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.02KNew |
$375K - $403K
|
5.02K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 96.57% |
$372K - $400K
|
10.1K
$789K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
4.9KNew |
$366K - $393K
|
4.9K
$381K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.72K+ 11.44% |
$352K - $379K
|
46K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.62K+ 71.55% |
$345K - $370K
|
11.1K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
4.39K+ 1.47% |
$328K - $352K
|
303K
$23.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.22K+ 17.11% |
$315K - $338K
|
28.9K
$2.24M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.72KNew |
$278K - $299K
|
3.72K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.71KNew |
$277K - $297K
|
3.71K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.54K+ 1.72% |
$264K - $284K
|
210K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.13KNew |
$234K - $251K
|
3.13K
$243K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.08KNew |
$230K - $247K
|
3.08K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.07K+ 16.52% |
$229K - $246K
|
21.6K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.06K+ 8.38% |
$229K - $246K
|
39.6K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.86K+ 15.41% |
$214K - $230K
|
21.5K
$1.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.78K+ 10.88% |
$208K - $223K
|
28.4K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.76KNew |
$206K - $222K
|
2.76K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.06K+ 29.35% |
$154K - $165K
|
9.08K
$706K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.02K+ 7.32% |
$151K - $162K
|
29.7K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.77K+ 20.25% |
$132K - $142K
|
10.5K
$818K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.76K+ 1.73% |
$132K - $142K
|
104K
$8.08M
|