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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20.2K- 43.45% |
$1.51M - $1.62M
|
26.3K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-20.5K- 54.5% |
$1.53M - $1.64M
|
17.1K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.8K- 23.96% |
$1.63M - $1.75M
|
69.2K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22.5K- 85.94% |
$1.68M - $1.81M
|
3.69K
$302K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-22.8K- 11.71% |
$1.7M - $1.83M
|
172K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-24.8K- 46.82% |
$1.85M - $1.99M
|
28.1K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-25.4K- 73.45% |
$1.9M - $2.04M
|
9.17K
$752K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26.4K- 29.81% |
$1.97M - $2.12M
|
62.2K
$5.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-26.5K- 82.98% |
$1.98M - $2.12M
|
5.43K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28.2K- 28.41% |
$2.1M - $2.26M
|
71K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.5K- 86.8% |
$2.21M - $2.37M
|
4.49K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-30.3K- 99.75% |
$2.26M - $2.43M
|
76
$6.23K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-30.4K- 49.38% |
$2.27M - $2.44M
|
31.2K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-30.7K- 68.29% |
$2.29M - $2.47M
|
14.3K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-32.7K- 67.33% |
$2.44M - $2.62M
|
15.9K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-32.7K- 49.12% |
$2.44M - $2.62M
|
33.9K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-32.7K- 56.56% |
$2.44M - $2.63M
|
25.1K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.7K- 3.32% |
$2.44M - $2.63M
|
952K
$78M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-33K- 23.51% |
$2.47M - $2.65M
|
107K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-33.1K- 15.12% |
$2.47M - $2.66M
|
186K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-33.2K- 51.3% |
$2.48M - $2.67M
|
31.5K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-33.7K- 67.8% |
$2.52M - $2.7M
|
16K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-34.1K- 16.55% |
$2.55M - $2.74M
|
172K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-34.9K- 66.74% |
$2.6M - $2.8M
|
17.4K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-35K- 54.81% |
$2.61M - $2.81M
|
28.8K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-37.1K- 34.58% |
$2.77M - $2.98M
|
70.2K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.9K- 18.98% |
$2.9M - $3.12M
|
166K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.7K- 8.85% |
$2.96M - $3.19M
|
409K
$33.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.1K- 11.27% |
$3.3M - $3.54M
|
347K
$28.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-44.5K- 43.05% |
$3.33M - $3.58M
|
58.9K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-45.2K- 59.62% |
$3.38M - $3.63M
|
30.6K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-47.8K- 40.35% |
$3.57M - $3.84M
|
70.6K
$5.79M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-52.9K- 43.61% |
$3.95M - $4.25M
|
68.4K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-53.1K- 36.78% |
$3.96M - $4.26M
|
91.2K
$7.47M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-54.1K- 43.13% |
$4.04M - $4.35M
|
71.4K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54.2K- 29.81% |
$4.05M - $4.35M
|
128K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55.4K- 34.18% |
$4.14M - $4.44M
|
107K
$8.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.5K- 21.68% |
$4.15M - $4.45M
|
200K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55.8K- 94.67% |
$4.17M - $4.48M
|
3.14K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-56.7K- 26.58% |
$4.24M - $4.55M
|
157K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-57.8K- 92.08% |
$4.32M - $4.64M
|
4.97K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.9K- 7.54% |
$4.32M - $4.65M
|
709K
$58.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-58K- 21.05% |
$4.33M - $4.65M
|
218K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-58.9K- 61.8% |
$4.4M - $4.73M
|
36.4K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 49.59% |
$4.48M - $4.82M
|
61K
$5M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-61.1K- 38.81% |
$4.56M - $4.9M
|
96.3K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-62.1K- 95.57% |
$4.64M - $4.98M
|
2.88K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-66.8K- 64.32% |
$4.99M - $5.37M
|
37.1K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-69.4K- 31.09% |
$5.18M - $5.57M
|
154K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-69.9K- 71.31% |
$5.22M - $5.61M
|
28.1K
$2.3M
|