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 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-66- 0.19% |
$4.93K - $5.3K
|
34.1K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-67- 2.12% |
$5K - $5.38K
|
3.09K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-68- 4.75% |
$5.08K - $5.46K
|
1.37K
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-69- 0.2% |
$5.15K - $5.54K
|
33.7K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-73- 3.43% |
$5.45K - $5.86K
|
2.05K
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-74- 10.74% |
$5.53K - $5.94K
|
615
$50.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-75- 0.5% |
$5.6K - $6.02K
|
15K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-80- 0.92% |
$5.98K - $6.42K
|
8.64K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-82- 2.09% |
$6.13K - $6.58K
|
3.84K
$314K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-84- 3.46% |
$6.27K - $6.74K
|
2.34K
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-86- 2.8% |
$6.42K - $6.9K
|
2.98K
$244K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-86- 30.07% |
$6.42K - $6.9K
|
200
$16.4K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-88- 2.3% |
$6.57K - $7.06K
|
3.73K
$306K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-90- 1.08% |
$6.72K - $7.22K
|
8.21K
$673K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-90- 0.43% |
$6.72K - $7.22K
|
21K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90- 1.05% |
$6.72K - $7.22K
|
8.47K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-90- 2.47% |
$6.72K - $7.22K
|
3.56K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-95- 2.83% |
$7.1K - $7.63K
|
3.26K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-96- 0.18% |
$7.17K - $7.71K
|
52.1K
$4.27M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-97- 3.46% |
$7.25K - $7.79K
|
2.71K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 2.35% |
$7.47K - $8.03K
|
4.15K
$340K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-100- 1.01% |
$7.47K - $8.03K
|
9.81K
$803K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-113- 3.44% |
$8.44K - $9.07K
|
3.17K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-114- 0.87% |
$8.52K - $9.15K
|
13K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-115- 36.51% |
$8.59K - $9.23K
|
200
$16.4K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-116- 16.13% |
$8.67K - $9.31K
|
603
$49.4K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-118- 6.08% |
$8.81K - $9.47K
|
1.82K
$149K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-120- 16.0% |
$8.96K - $9.63K
|
630
$51.6K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-121- 1.74% |
$9.04K - $9.71K
|
6.82K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-124- 41.75% |
$9.26K - $9.95K
|
173
$14.2K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-125- 4.95% |
$9.34K - $10K
|
2.4K
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-127- 1.01% |
$9.49K - $10.2K
|
12.4K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 1.02% |
$9.71K - $10.4K
|
12.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-130- 1.45% |
$9.71K - $10.4K
|
8.83K
$723K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-133- 1.25% |
$9.94K - $10.7K
|
10.5K
$863K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-136- 1.31% |
$10.2K - $10.9K
|
10.3K
$840K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-138- 36.03% |
$10.3K - $11.1K
|
245
$20.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-141- 4.1% |
$10.5K - $11.3K
|
3.3K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-143- 1.79% |
$10.7K - $11.5K
|
7.85K
$643K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-145- 1.23% |
$10.8K - $11.6K
|
11.7K
$955K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-149- 6.38% |
$11.1K - $12K
|
2.19K
$179K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-150- 1.75% |
$11.2K - $12K
|
8.4K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-150- 0.7% |
$11.2K - $12K
|
21.1K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-150- 7.8% |
$11.2K - $12K
|
1.77K
$145K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-151- 1.95% |
$11.3K - $12.1K
|
7.61K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-153- 3.73% |
$11.4K - $12.3K
|
3.94K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-156- 1.66% |
$11.7K - $12.5K
|
9.23K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-157- 1.03% |
$11.7K - $12.6K
|
15.1K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-159- 0.4% |
$11.9K - $12.8K
|
39.5K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-160- 2.93% |
$12K - $12.8K
|
5.3K
$434K
|