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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.68M+ 149.81% |
$201M - $215M
|
4.48M
$367M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
901K+ 51.79% |
$67.3M - $72.3M
|
2.64M
$216M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
844K+ 360.65% |
$63.1M - $67.8M
|
1.08M
$88.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
751K+ 7769.42% |
$56.1M - $60.3M
|
761K
$62.3M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
748K+ 44.41% |
$55.9M - $60M
|
2.43M
$199M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
662KNew |
$49.4M - $53.1M
|
662K
$54.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
480K+ 20.13% |
$35.9M - $38.5M
|
2.87M
$235M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
461K+ 118.53% |
$34.4M - $37M
|
849K
$69.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
426K+ 11.29% |
$31.8M - $34.2M
|
4.2M
$344M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
340K+ 765.03% |
$25.4M - $27.3M
|
385K
$31.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
304K+ 1450.78% |
$22.7M - $24.4M
|
325K
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
290K+ 10.81% |
$21.6M - $23.3M
|
2.97M
$243M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
281K+ 379.73% |
$21M - $22.6M
|
355K
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
278K+ 9967.31% |
$20.8M - $22.3M
|
281K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
274K+ 85.57% |
$20.5M - $22M
|
594K
$48.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
256KNew |
$19.1M - $20.6M
|
256K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
254K+ 4.54% |
$19M - $20.4M
|
5.84M
$479M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
233K+ 96.3% |
$17.4M - $18.7M
|
475K
$38.9M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
203KNew |
$15.1M - $16.3M
|
203K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
198K+ 41.19% |
$14.8M - $15.9M
|
678K
$55.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
188K+ 69.97% |
$14M - $15.1M
|
456K
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
168KNew |
$12.5M - $13.5M
|
168K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158K+ 17.49% |
$11.8M - $12.7M
|
1.06M
$87.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
137K+ 286.91% |
$10.3M - $11M
|
185K
$15.2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
129K+ 337.94% |
$9.63M - $10.3M
|
167K
$13.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
128K+ 139.27% |
$9.6M - $10.3M
|
221K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
128KNew |
$9.53M - $10.2M
|
128K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
128K+ 22.59% |
$9.52M - $10.2M
|
692K
$56.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
126K+ 18991.27% |
$9.42M - $10.1M
|
127K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
120K+ 208.49% |
$8.96M - $9.63M
|
177K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
116K+ 1131.2% |
$8.68M - $9.33M
|
126K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
115K+ 15.91% |
$8.59M - $9.23M
|
838K
$68.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
111KNew |
$8.33M - $8.95M
|
111K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
111KNew |
$8.29M - $8.91M
|
111K
$9.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
111K+ 2185.02% |
$8.26M - $8.88M
|
116K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
110KNew |
$8.2M - $8.81M
|
110K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
106K+ 522.99% |
$7.95M - $8.54M
|
127K
$10.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106K+ 7784.99% |
$7.9M - $8.49M
|
107K
$8.78M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
102K+ 807.35% |
$7.62M - $8.19M
|
115K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
101K+ 37.32% |
$7.57M - $8.14M
|
373K
$30.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
96.1KNew |
$7.18M - $7.71M
|
96.1K
$7.87M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
95.4K+ 11.11% |
$7.12M - $7.65M
|
954K
$78.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95K+ 1.29% |
$7.1M - $7.63M
|
7.45M
$610M
|
|
|
May 15, 2025
Q1 2025
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
93.8K+ 12.32% |
$7.01M - $7.53M
|
855K
$70.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.3K+ 12.24% |
$6.97M - $7.49M
|
855K
$70M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
90.3K+ 18.8% |
$6.75M - $7.25M
|
571K
$46.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
85.8K+ 106.37% |
$6.41M - $6.88M
|
166K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
84.8K+ 2878.68% |
$6.34M - $6.81M
|
87.8K
$7.19M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
81.6KNew |
$6.09M - $6.55M
|
81.6K
$6.68M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
81.4KNew |
$6.08M - $6.53M
|
81.4K
$6.67M
|