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 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
90+ 9.63% |
$6.72K - $7.22K
|
1.03K
$84K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
89+ 0.71% |
$6.65K - $7.14K
|
12.6K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
89New |
$6.65K - $7.14K
|
89
$7.29K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
88+ 34.78% |
$6.57K - $7.06K
|
341
$27.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
85+ 0.49% |
$6.35K - $6.82K
|
17.3K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
83+ 2.25% |
$6.2K - $6.66K
|
3.77K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
80+ 37.56% |
$5.98K - $6.42K
|
293
$24K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
78+ 0.88% |
$5.83K - $6.26K
|
8.97K
$735K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
77+ 1.79% |
$5.75K - $6.18K
|
4.39K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
76+ 18.18% |
$5.68K - $6.1K
|
494
$40.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 1.82% |
$5.68K - $6.1K
|
4.25K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
75+ 0.35% |
$5.6K - $6.02K
|
21.4K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.34% |
$5.6K - $6.02K
|
22.4K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
75+ 0.55% |
$5.6K - $6.02K
|
13.8K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
73New |
$5.45K - $5.86K
|
73
$5.98K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
73+ 0.6% |
$5.45K - $5.86K
|
12.2K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
72+ 0.61% |
$5.38K - $5.78K
|
11.9K
$972K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
69+ 0.81% |
$5.15K - $5.54K
|
8.58K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
66+ 0.65% |
$4.93K - $5.3K
|
10.3K
$842K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
66+ 0.23% |
$4.93K - $5.3K
|
28.9K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
64+ 1.67% |
$4.78K - $5.14K
|
3.89K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
64+ 3.05% |
$4.78K - $5.14K
|
2.16K
$177K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
63+ 2.36% |
$4.71K - $5.06K
|
2.73K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
63+ 0.74% |
$4.71K - $5.06K
|
8.55K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59+ 131.11% |
$4.41K - $4.74K
|
104
$8.52K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
54New |
$4.03K - $4.33K
|
54
$4.42K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 0.05% |
$3.96K - $4.25K
|
110K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
49+ 0.08% |
$3.66K - $3.93K
|
62.4K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 0.4% |
$3.44K - $3.69K
|
11.5K
$943K
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
44+ 0.16% |
$3.29K - $3.53K
|
27.1K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
43+ 1.32% |
$3.21K - $3.45K
|
3.3K
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 75.0% |
$3.14K - $3.37K
|
98
$8.03K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
41+ 10.05% |
$3.06K - $3.29K
|
449
$36.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
39+ 0.72% |
$2.91K - $3.13K
|
5.49K
$450K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
39+ 0.96% |
$2.91K - $3.13K
|
4.12K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$2.91K - $3.13K
|
39
$3.19K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
39+ 0.19% |
$2.91K - $3.13K
|
20.9K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
38New |
$2.84K - $3.05K
|
38
$3.11K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
36+ 0.67% |
$2.69K - $2.89K
|
5.44K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.19% |
$2.54K - $2.73K
|
18.1K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33+ 6.06% |
$2.47K - $2.65K
|
578
$47.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.08% |
$2.39K - $2.57K
|
38.8K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
31+ 2.99% |
$2.32K - $2.49K
|
1.07K
$87.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
30+ 0.45% |
$2.24K - $2.41K
|
6.64K
$544K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
30+ 0.4% |
$2.24K - $2.41K
|
7.55K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
30+ 0.31% |
$2.24K - $2.41K
|
9.78K
$802K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
30+ 0.91% |
$2.24K - $2.41K
|
3.32K
$272K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
30+ 18.75% |
$2.24K - $2.41K
|
190
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 0.75% |
$1.64K - $1.77K
|
2.94K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
21+ 0.64% |
$1.57K - $1.69K
|
3.31K
$271K
|