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 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
204+ 4.3% |
$15.2K - $16.4K
|
4.95K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
201+ 1.26% |
$15K - $16.1K
|
16.1K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
200+ 5.2% |
$14.9K - $16.1K
|
4.04K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$14.9K - $16.1K
|
200
$16.4K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
199+ 5.56% |
$14.9K - $16K
|
3.78K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
194+ 0.69% |
$14.5K - $15.6K
|
28.4K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
193+ 4.2% |
$14.4K - $15.5K
|
4.79K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
191New |
$14.3K - $15.3K
|
191
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
188New |
$14K - $15.1K
|
188
$15.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
187+ 1.24% |
$14K - $15K
|
15.3K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
187New |
$14K - $15K
|
187
$15.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
185New |
$13.8K - $14.8K
|
185
$15.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
173+ 13.84% |
$12.9K - $13.9K
|
1.42K
$117K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
167+ 0.32% |
$12.5K - $13.4K
|
52.3K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
166+ 2.34% |
$12.4K - $13.3K
|
7.26K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
163New |
$12.2K - $13.1K
|
163
$13.4K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
161+ 2.29% |
$12K - $12.9K
|
7.19K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
160+ 0.29% |
$12K - $12.8K
|
56.1K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
159+ 5.17% |
$11.9K - $12.8K
|
3.24K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
159New |
$11.9K - $12.8K
|
159
$13K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
152+ 4.64% |
$11.4K - $12.2K
|
3.43K
$281K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
150+ 3.25% |
$11.2K - $12K
|
4.76K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
150+ 1.87% |
$11.2K - $12K
|
8.15K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
149+ 0.3% |
$11.1K - $12K
|
50.3K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
143+ 1.78% |
$10.7K - $11.5K
|
8.17K
$670K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
143+ 4.37% |
$10.7K - $11.5K
|
3.42K
$280K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
142+ 1.74% |
$10.6K - $11.4K
|
8.29K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
139+ 0.52% |
$10.4K - $11.2K
|
26.7K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
133New |
$9.94K - $10.7K
|
133
$10.9K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
133+ 0.72% |
$9.94K - $10.7K
|
18.6K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
131+ 1.63% |
$9.79K - $10.5K
|
8.15K
$667K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
130+ 0.27% |
$9.71K - $10.4K
|
49K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
129+ 0.68% |
$9.64K - $10.4K
|
19.1K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
128+ 2.71% |
$9.56K - $10.3K
|
4.85K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
125New |
$9.34K - $10K
|
125
$10.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
124+ 3.53% |
$9.26K - $9.95K
|
3.63K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
124+ 885.71% |
$9.26K - $9.95K
|
138
$11.3K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
122+ 3.73% |
$9.11K - $9.79K
|
3.39K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
118+ 0.26% |
$8.81K - $9.47K
|
45.3K
$3.71M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
118+ 0.81% |
$8.81K - $9.47K
|
14.7K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
117+ 3.63% |
$8.74K - $9.39K
|
3.34K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
113+ 2.45% |
$8.44K - $9.07K
|
4.72K
$387K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
104+ 2.05% |
$7.77K - $8.35K
|
5.17K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
101New |
$7.54K - $8.11K
|
101
$8.27K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 0.35% |
$7.47K - $8.03K
|
28.7K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
100+ 0.49% |
$7.47K - $8.03K
|
20.6K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 0.5% |
$7.47K - $8.03K
|
20.3K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
96+ 0.25% |
$7.17K - $7.71K
|
37.8K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
96+ 1.64% |
$7.17K - $7.71K
|
5.97K
$489K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
91+ 0.45% |
$6.8K - $7.3K
|
20.4K
$1.67M
|