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 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-166- 3.51% |
$12.4K - $13.3K
|
4.56K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-168- 0.71% |
$12.5K - $13.5K
|
23.6K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-175- 3.03% |
$13.1K - $14K
|
5.6K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-175- 1.5% |
$13.1K - $14K
|
11.5K
$939K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-175- 11.26% |
$13.1K - $14K
|
1.38K
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-176- 6.22% |
$13.1K - $14.1K
|
2.66K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-187- 4.94% |
$14K - $15K
|
3.6K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-189- 7.31% |
$14.1K - $15.2K
|
2.4K
$196K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-191- 2.91% |
$14.3K - $15.3K
|
6.38K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-197- 1.79% |
$14.7K - $15.8K
|
10.8K
$884K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-197- 0.84% |
$14.7K - $15.8K
|
23.4K
$1.91M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-199- 28.39% |
$14.9K - $16K
|
502
$41.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 6.82% |
$14.9K - $16.1K
|
2.73K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-200- 0.73% |
$14.9K - $16.1K
|
27.2K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-201- 1.18% |
$15K - $16.1K
|
16.9K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-204- 1.17% |
$15.2K - $16.4K
|
17.2K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-212- 3.79% |
$15.8K - $17K
|
5.38K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-214- 1.89% |
$16K - $17.2K
|
11.1K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-222- 7.66% |
$16.6K - $17.8K
|
2.68K
$219K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-223- 6.0% |
$16.7K - $17.9K
|
3.49K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-224- 5.33% |
$16.7K - $18K
|
3.98K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-225- 2.35% |
$16.8K - $18.1K
|
9.37K
$767K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-227- 6.75% |
$17K - $18.2K
|
3.14K
$257K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-237- 1.73% |
$17.7K - $19K
|
13.5K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-238- 6.38% |
$17.8K - $19.1K
|
3.49K
$286K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-240- 52.52% |
$17.9K - $19.3K
|
217
$17.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-244- 1.96% |
$18.2K - $19.6K
|
12.2K
$998K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-248- 7.82% |
$18.5K - $19.9K
|
2.92K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-250- 12.37% |
$18.7K - $20.1K
|
1.77K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-256- 2.05% |
$19.1K - $20.5K
|
12.2K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-258- 2.57% |
$19.3K - $20.7K
|
9.78K
$801K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-258- 60.56% |
$19.3K - $20.7K
|
168
$13.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-260- 1.76% |
$19.4K - $20.9K
|
14.5K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-269- 5.17% |
$20.1K - $21.6K
|
4.93K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-280- 36.89% |
$20.9K - $22.5K
|
479
$39.2K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-280- 3.22% |
$20.9K - $22.5K
|
8.42K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-281- 4.47% |
$21K - $22.6K
|
6.01K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-285- 2.77% |
$21.3K - $22.9K
|
10K
$821K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-291- 2.15% |
$21.7K - $23.4K
|
13.2K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-291- 43.5% |
$21.7K - $23.4K
|
378
$31K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 2.15% |
$22.3K - $24K
|
13.6K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-300- 4.3% |
$22.4K - $24.1K
|
6.68K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-300- 5.49% |
$22.4K - $24.1K
|
5.16K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 3.34% |
$22.4K - $24.1K
|
8.67K
$710K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-306- 4.46% |
$22.9K - $24.6K
|
6.56K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-316- 1.04% |
$23.6K - $25.4K
|
30K
$2.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-320- 7.82% |
$23.9K - $25.7K
|
3.77K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-320- 1.26% |
$23.9K - $25.7K
|
25.2K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-321- 7.3% |
$24K - $25.8K
|
4.08K
$334K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-324- 5.59% |
$24.2K - $26K
|
5.47K
$448K
|