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 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.21K- 3.19% |
$90.3K - $97K
|
36.7K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.21K- 1.07% |
$90.6K - $97.4K
|
112K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.22K- 3.93% |
$91.2K - $98K
|
29.8K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 7.4% |
$92K - $98.8K
|
15.4K
$1.26M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 63.4% |
$94.7K - $102K
|
732
$60K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.29K- 24.64% |
$96.4K - $104K
|
3.95K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.3K- 2.52% |
$97K - $104K
|
50.2K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.3K- 5.71% |
$97.3K - $105K
|
21.5K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.37K- 21.26% |
$102K - $110K
|
5.06K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.37K- 50.0% |
$102K - $110K
|
1.37K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.37K- 3.79% |
$102K - $110K
|
34.6K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-1.38K- 12.15% |
$103K - $111K
|
9.98K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 18.22% |
$104K - $112K
|
6.25K
$512K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.41K- 24.51% |
$105K - $113K
|
4.35K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.43K- 2.01% |
$107K - $115K
|
69.6K
$5.7M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.46K- 22.71% |
$109K - $117K
|
4.96K
$406K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.46K- 52.76% |
$109K - $117K
|
1.31K
$107K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 9.53% |
$110K - $118K
|
14K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.49K- 1.9% |
$111K - $119K
|
77K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.49K- 7.31% |
$111K - $120K
|
18.9K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.53K- 1.03% |
$114K - $123K
|
147K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.55K- 9.98% |
$116K - $124K
|
14K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.56K- 63.65% |
$117K - $125K
|
891
$73K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 94.64% |
$117K - $126K
|
89
$7.29K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.58K- 13.75% |
$118K - $127K
|
9.9K
$811K
|
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-1.58K- 7.4% |
$118K - $127K
|
19.8K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.61K- 13.05% |
$120K - $129K
|
10.7K
$876K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-1.64K- 95.39% |
$122K - $131K
|
79
$6.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.65K- 12.69% |
$123K - $132K
|
11.3K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.68K- 22.1% |
$125K - $135K
|
5.91K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.73K- 22.79% |
$129K - $139K
|
5.87K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.74K- 36.15% |
$130K - $140K
|
3.08K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.76K- 74.37% |
$132K - $141K
|
607
$49.7K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.78K- 5.05% |
$133K - $143K
|
33.4K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.78K- 32.32% |
$133K - $143K
|
3.72K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.79K- 1.74% |
$134K - $144K
|
101K
$8.28M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.81K- 5.38% |
$135K - $146K
|
31.9K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.86K- 0.86% |
$139K - $149K
|
213K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.86K- 38.94% |
$139K - $150K
|
2.92K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.89K- 4.81% |
$141K - $151K
|
37.3K
$3.06M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.92K- 5.21% |
$143K - $154K
|
35K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.03K- 34.94% |
$152K - $163K
|
3.78K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.07K- 41.42% |
$155K - $166K
|
2.93K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.09K- 2.17% |
$156K - $168K
|
94.1K
$7.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.15K- 35.9% |
$160K - $172K
|
3.83K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.16K- 29.02% |
$161K - $173K
|
5.28K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.16K- 4.66% |
$161K - $173K
|
44.1K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.18K- 38.51% |
$162K - $175K
|
3.47K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.21K- 11.17% |
$165K - $178K
|
17.6K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.25K- 5.78% |
$168K - $181K
|
36.7K
$3M
|