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 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.0% |
$74.7 - $80.3
|
21.5K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.03% |
$74.7 - $80.3
|
2.86K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 1.64% |
$74.7 - $80.3
|
62
$5.08K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 100.0% |
$74.7 - $80.3
|
2
$164
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$74.7 - $80.3
|
7.36K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.75% |
$74.7 - $80.3
|
58
$4.75K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.01% |
$74.7 - $80.3
|
17.2K
$1.41M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.55% |
$74.7 - $80.3
|
184
$15.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1- 0.13% |
$74.7 - $80.3
|
799
$65.5K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.01% |
$74.7 - $80.3
|
8.52K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1- -0.0% |
$74.7 - $80.3
|
21K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$74.7 - $80.3
|
4.39K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5- 0.31% |
$374 - $401
|
1.61K
$132K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-6Closed |
$448 - $482
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-6- 0.06% |
$448 - $482
|
9.55K
$782K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8- 0.3% |
$598 - $642
|
2.64K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.04% |
$598 - $642
|
20.3K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9- 0.21% |
$672 - $722
|
4.19K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-15- 0.39% |
$1.12K - $1.2K
|
3.81K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-16- 3.29% |
$1.2K - $1.28K
|
471
$38.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-17- 0.08% |
$1.27K - $1.36K
|
21.2K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19- 0.98% |
$1.42K - $1.53K
|
1.93K
$158K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.14% |
$1.49K - $1.61K
|
915
$75K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-21- 0.25% |
$1.57K - $1.69K
|
8.54K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-22- 0.14% |
$1.64K - $1.77K
|
15.6K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-25- 4.0% |
$1.87K - $2.01K
|
600
$49.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 14.29% |
$1.87K - $2.01K
|
150
$12.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29- 0.85% |
$2.17K - $2.33K
|
3.37K
$276K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-30- 0.08% |
$2.24K - $2.41K
|
36K
$2.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-31- 0.37% |
$2.32K - $2.49K
|
8.4K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-34- 1.15% |
$2.54K - $2.73K
|
2.93K
$240K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-36- 0.23% |
$2.69K - $2.89K
|
15.4K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-37- 34.91% |
$2.76K - $2.97K
|
69
$5.65K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-41- 1.29% |
$3.06K - $3.29K
|
3.13K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-42- 8.06% |
$3.14K - $3.37K
|
479
$39.2K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-45- 1.26% |
$3.36K - $3.61K
|
3.52K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-46- 1.3% |
$3.44K - $3.69K
|
3.5K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-47- 3.97% |
$3.51K - $3.77K
|
1.14K
$93.1K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-47- 1.53% |
$3.51K - $3.77K
|
3.02K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-47- 1.62% |
$3.51K - $3.77K
|
2.85K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-49- 0.3% |
$3.66K - $3.93K
|
16.5K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-49- 0.29% |
$3.66K - $3.93K
|
16.9K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-49- 4.57% |
$3.66K - $3.93K
|
1.02K
$83.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-50- 28.57% |
$3.74K - $4.01K
|
125
$10.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-57- 0.62% |
$4.26K - $4.58K
|
9.17K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-60- 1.89% |
$4.48K - $4.82K
|
3.12K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-62- 46.97% |
$4.63K - $4.98K
|
70
$5.73K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-62- 0.29% |
$4.63K - $4.98K
|
21.6K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-64- 3.42% |
$4.78K - $5.14K
|
1.81K
$148K
|