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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.28K- 6.31% |
$170K - $183K
|
33.8K
$2.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.34K- 28.98% |
$175K - $188K
|
5.74K
$471K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-2.36K- 3.43% |
$176K - $190K
|
66.6K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-2.37K- 63.56% |
$177K - $190K
|
1.36K
$111K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.42K- 7.99% |
$181K - $194K
|
27.9K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 8.3% |
$197K - $212K
|
29.1K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.66K- 2.83% |
$199K - $213K
|
91.2K
$7.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.68K- 26.36% |
$200K - $215K
|
7.48K
$613K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.71K- 9.18% |
$203K - $218K
|
26.8K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.81K- 2.29% |
$210K - $226K
|
120K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-2.84K- 29.68% |
$212K - $228K
|
6.74K
$552K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-2.86K- 32.3% |
$214K - $230K
|
6K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.88K- 7.64% |
$215K - $231K
|
34.9K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.98K- 4.72% |
$223K - $239K
|
60.1K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-3.07K- 19.15% |
$230K - $247K
|
13K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.15K- 12.51% |
$235K - $253K
|
22K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.26K- 24.2% |
$244K - $262K
|
10.2K
$836K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.27K- 9.83% |
$244K - $262K
|
30K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.29K- 24.3% |
$246K - $264K
|
10.2K
$839K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.41K- 4.35% |
$255K - $274K
|
74.9K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.43K- 11.25% |
$256K - $275K
|
27.1K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-3.52K- 0.36% |
$263K - $282K
|
976K
$80M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.64K- 40.87% |
$272K - $292K
|
5.27K
$432K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-3.67K- 45.7% |
$274K - $295K
|
4.36K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.73K- 10.97% |
$279K - $299K
|
30.3K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.01K- 6.57% |
$300K - $322K
|
57K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-4.3K- 17.34% |
$321K - $345K
|
20.5K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.34K- 6.25% |
$324K - $349K
|
65.2K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.37KClosed |
$326K - $351K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 20.73% |
$332K - $356K
|
17K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.5K- 31.6% |
$336K - $361K
|
9.74K
$798K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.52K- 18.16% |
$338K - $363K
|
20.4K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.53K- 9.08% |
$338K - $363K
|
45.3K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.53K- 12.35% |
$338K - $364K
|
32.1K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.63K- 15.99% |
$346K - $372K
|
24.3K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.63K- 13.54% |
$346K - $372K
|
29.6K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 52.96% |
$354K - $380K
|
4.2K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.82K- 6.19% |
$360K - $387K
|
73K
$5.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.93K- 9.21% |
$368K - $396K
|
48.6K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.02K- 9.51% |
$375K - $403K
|
47.7K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.08K- 52.32% |
$380K - $408K
|
4.63K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.41K- 55.18% |
$404K - $435K
|
4.4K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.55K- 4.5% |
$414K - $445K
|
118K
$9.65M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-6.04K- 86.62% |
$451K - $485K
|
932
$76.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.06K- 24.96% |
$453K - $487K
|
18.2K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.2K- 30.78% |
$463K - $498K
|
13.9K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.2K- 60.7% |
$463K - $498K
|
4.02K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.32K- 6.24% |
$472K - $507K
|
94.9K
$7.77M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.36K- 51.25% |
$475K - $510K
|
6.05K
$496K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.78K- 3.6% |
$506K - $544K
|
182K
$14.9M
|