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
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.04K- 40.11% |
$526K - $565K
|
10.5K
$861K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.12K- 99.71% |
$532K - $572K
|
21
$1.72K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-7.18K- 37.34% |
$537K - $577K
|
12.1K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.22K- 8.15% |
$539K - $579K
|
81.4K
$6.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.33K- 59.91% |
$547K - $588K
|
4.9K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.33K- 5.23% |
$548K - $588K
|
133K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-7.34K- 21.08% |
$548K - $589K
|
27.5K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.22K- 22.22% |
$614K - $660K
|
28.8K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.58K- 15.75% |
$641K - $689K
|
45.9K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-8.81K- 3.61% |
$658K - $707K
|
236K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-8.98K- 4.36% |
$671K - $721K
|
197K
$16.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-9.11K- 99.08% |
$681K - $732K
|
85
$6.96K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.17K- 22.33% |
$685K - $736K
|
31.9K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.32K- 76.97% |
$696K - $748K
|
2.79K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.51K- 38.05% |
$710K - $763K
|
15.5K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-9.89K- 5.6% |
$738K - $793K
|
167K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.1K- 10.9% |
$756K - $812K
|
82.7K
$6.78M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-10.2K- 7.34% |
$765K - $822K
|
129K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-10.5K- 81.64% |
$784K - $843K
|
2.36K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.5K- 25.16% |
$787K - $845K
|
31.3K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.7K- 2.63% |
$799K - $859K
|
397K
$32.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11K- 72.08% |
$820K - $882K
|
4.25K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-11K- 14.29% |
$823K - $884K
|
66.1K
$5.41M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-11.1K- 59.82% |
$826K - $888K
|
7.43K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.8K- 19.18% |
$880K - $946K
|
49.6K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12K- 10.3% |
$900K - $967K
|
105K
$8.6M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-12.4K- 15.04% |
$930K - $999K
|
70.3K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-12.5K- 48.36% |
$937K - $1.01M
|
13.4K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-12.6K- 71.23% |
$938K - $1.01M
|
5.07K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-12.6K- 35.6% |
$939K - $1.01M
|
22.7K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13.1K- 67.94% |
$978K - $1.05M
|
6.18K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-13.3K- 53.22% |
$996K - $1.07M
|
11.7K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-13.3K- 64.53% |
$996K - $1.07M
|
7.33K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.6K- 19.28% |
$1.02M - $1.09M
|
57K
$4.67M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14K- 26.43% |
$1.04M - $1.12M
|
38.9K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.4K- 14.29% |
$1.08M - $1.16M
|
86.4K
$7.08M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.9K- 79.59% |
$1.12M - $1.2M
|
3.83K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-15K- 26.24% |
$1.12M - $1.2M
|
42.2K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.1K- 15.19% |
$1.13M - $1.21M
|
84.4K
$6.91M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-15.3K- 48.65% |
$1.14M - $1.23M
|
16.1K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-15.6K- 80.55% |
$1.17M - $1.25M
|
3.77K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.6K- 36.07% |
$1.17M - $1.25M
|
27.7K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.5K- 42.55% |
$1.23M - $1.32M
|
22.3K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-16.6K- 57.17% |
$1.24M - $1.33M
|
12.4K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-16.7K- 1.35% |
$1.25M - $1.34M
|
1.22M
$100M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-18.2K- 52.79% |
$1.36M - $1.46M
|
16.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-18.4K- 53.03% |
$1.37M - $1.48M
|
16.3K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.4K- 11.91% |
$1.38M - $1.48M
|
136K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-18.6K- 99.99% |
$1.39M - $1.49M
|
1
$81.9
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-19.6K- 44.74% |
$1.46M - $1.57M
|
24.2K
$1.98M
|