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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
374+ 3.09% |
$27.9K - $30K
|
12.5K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
369+ 7.83% |
$27.6K - $29.6K
|
5.08K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
361+ 9.03% |
$27K - $29K
|
4.36K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
360+ 10.24% |
$26.9K - $28.9K
|
3.88K
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
355+ 3.38% |
$26.5K - $28.5K
|
10.9K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
355+ 55.47% |
$26.5K - $28.5K
|
995
$81.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
353+ 8.75% |
$26.4K - $28.3K
|
4.39K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
350+ 1.1% |
$26.1K - $28.1K
|
32.2K
$2.63M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
349+ 0.37% |
$26.1K - $28K
|
95.5K
$7.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
343+ 35.54% |
$25.6K - $27.5K
|
1.31K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
340+ 0.01% |
$25.4K - $27.3K
|
2.33M
$191M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
334+ 2.38% |
$24.9K - $26.8K
|
14.4K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
331+ 5.35% |
$24.7K - $26.6K
|
6.52K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
326+ 7.58% |
$24.4K - $26.2K
|
4.63K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
324+ 5.04% |
$24.2K - $26K
|
6.76K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
321+ 6.0% |
$24K - $25.8K
|
5.67K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
320+ 2.37% |
$23.9K - $25.7K
|
13.8K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
315+ 5.5% |
$23.5K - $25.3K
|
6.05K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
315+ 101.94% |
$23.5K - $25.3K
|
624
$51.1K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
310New |
$23.2K - $24.9K
|
310
$25.4K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
307+ 1.4% |
$22.9K - $24.6K
|
22.3K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
305+ 26.45% |
$22.8K - $24.5K
|
1.46K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
302+ 2.24% |
$22.6K - $24.2K
|
13.8K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
300+ 14.05% |
$22.4K - $24.1K
|
2.44K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
298+ 5.06% |
$22.3K - $23.9K
|
6.19K
$507K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
296New |
$22.1K - $23.8K
|
296
$24.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
288+ 4.17% |
$21.5K - $23.1K
|
7.19K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
286+ 19.96% |
$21.4K - $23K
|
1.72K
$141K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
283+ 0.55% |
$21.1K - $22.7K
|
52.2K
$4.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
281+ 9.69% |
$21K - $22.6K
|
3.18K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
278+ 9.4% |
$20.8K - $22.3K
|
3.24K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
275+ 5.37% |
$20.5K - $22.1K
|
5.39K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
267+ 0.51% |
$19.9K - $21.4K
|
52.5K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
257+ 2.03% |
$19.2K - $20.6K
|
12.9K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
254+ 2.09% |
$19K - $20.4K
|
12.4K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
254+ 2.02% |
$19K - $20.4K
|
12.8K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
250New |
$18.7K - $20.1K
|
250
$20.5K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
250+ 1.97% |
$18.7K - $20.1K
|
13K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
250+ 3.69% |
$18.7K - $20.1K
|
7.02K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
250+ 3.1% |
$18.7K - $20.1K
|
8.33K
$682K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
247+ 61.75% |
$18.5K - $19.8K
|
647
$53K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
246+ 5.58% |
$18.4K - $19.7K
|
4.65K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
244+ 0.59% |
$18.2K - $19.6K
|
41.6K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
241+ 1.54% |
$18K - $19.3K
|
15.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
231+ 1.05% |
$17.3K - $18.5K
|
22.3K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
222+ 2.68% |
$16.6K - $17.8K
|
8.52K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
221+ 10.75% |
$16.5K - $17.7K
|
2.28K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
214+ 19.23% |
$16K - $17.2K
|
1.33K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
212+ 0.57% |
$15.8K - $17K
|
37.4K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
211+ 4.98% |
$15.8K - $16.9K
|
4.45K
$364K
|