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 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-628- 5.2% |
$46.9K - $50.4K
|
11.5K
$938K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-648- 2.23% |
$48.4K - $52K
|
28.4K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-652- 3.9% |
$48.7K - $52.3K
|
16.1K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-654- 19.77% |
$48.9K - $52.5K
|
2.65K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-663- 2.55% |
$49.5K - $53.2K
|
25.4K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-666- 9.73% |
$49.8K - $53.5K
|
6.18K
$506K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-671- 5.13% |
$50.1K - $53.9K
|
12.4K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-676- 6.98% |
$50.5K - $54.3K
|
9.01K
$738K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-681- 1.81% |
$50.9K - $54.7K
|
36.9K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-697- 12.15% |
$52.1K - $55.9K
|
5.04K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-710- 4.33% |
$53K - $57K
|
15.7K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-710- 19.66% |
$53K - $57K
|
2.9K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-720- 17.63% |
$53.8K - $57.8K
|
3.36K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-723- 9.15% |
$54K - $58K
|
7.18K
$588K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-733- 14.6% |
$54.8K - $58.8K
|
4.29K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-741- 4.64% |
$55.4K - $59.5K
|
15.2K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-752- 18.84% |
$56.2K - $60.4K
|
3.24K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-752- 14.38% |
$56.2K - $60.4K
|
4.48K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-775- 1.08% |
$57.9K - $62.2K
|
71.2K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-789- 2.98% |
$58.9K - $63.3K
|
25.7K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-800- 66.67% |
$59.8K - $64.2K
|
400
$32.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-805- 2.33% |
$60.1K - $64.6K
|
33.7K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-835- 5.08% |
$62.4K - $67K
|
15.6K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-852- 1.03% |
$63.6K - $68.4K
|
81.6K
$6.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-855- 3.81% |
$63.9K - $68.6K
|
21.6K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-869- 5.7% |
$64.9K - $69.8K
|
14.4K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-876- 39.39% |
$65.4K - $70.3K
|
1.35K
$110K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-905- 6.9% |
$67.6K - $72.6K
|
12.2K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-933- 1.33% |
$69.7K - $74.9K
|
69.2K
$5.67M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-950- 61.29% |
$71K - $76.3K
|
600
$49.2K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-975- 0.68% |
$72.8K - $78.3K
|
143K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-994- 3.67% |
$74.3K - $79.8K
|
26.1K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-996- 2.02% |
$74.4K - $79.9K
|
48.3K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-999- 48.03% |
$74.6K - $80.2K
|
1.08K
$88.6K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-999- 5.29% |
$74.6K - $80.2K
|
17.9K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1K- 5.56% |
$74.7K - $80.3K
|
17K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 1.54% |
$75.2K - $80.8K
|
64.3K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.01K- 17.03% |
$75.7K - $81.3K
|
4.94K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.01K- 1.1% |
$75.7K - $81.3K
|
91.1K
$7.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.04K- 2.33% |
$77.6K - $83.4K
|
43.6K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 0.32% |
$78.3K - $84.1K
|
325K
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.08K- 19.28% |
$80.6K - $86.6K
|
4.52K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.09K- 3.25% |
$81.5K - $87.6K
|
32.5K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.09K- 1.58% |
$81.5K - $87.6K
|
67.9K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.1K- 14.19% |
$81.9K - $88.1K
|
6.63K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 5.17% |
$83.2K - $89.4K
|
20.4K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 22.94% |
$84.3K - $90.5K
|
3.79K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-1.13K- 4.52% |
$84.4K - $90.7K
|
23.9K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.13K- 1.67% |
$84.5K - $90.8K
|
66.8K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.18K- 14.84% |
$88.1K - $94.6K
|
6.77K
$554K
|