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 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
27.8KNew |
$2.08M - $2.23M
|
27.8K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
27.6K+ 147.24% |
$2.06M - $2.21M
|
46.3K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27.2K+ 421.09% |
$2.03M - $2.19M
|
33.7K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
26.9K+ 47.09% |
$2.01M - $2.16M
|
84K
$6.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
26.7KNew |
$2M - $2.15M
|
26.7K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
26.7KNew |
$1.99M - $2.14M
|
26.7K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
26.3K+ 34.87% |
$1.96M - $2.11M
|
102K
$8.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
25.1K+ 178.86% |
$1.88M - $2.02M
|
39.2K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
25KNew |
$1.87M - $2.01M
|
25K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.9K+ 0.4% |
$1.79M - $1.92M
|
6.06M
$496M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.6K+ 91.8% |
$1.69M - $1.82M
|
47.3K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
22.1K+ 19.09% |
$1.65M - $1.77M
|
138K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
21KNew |
$1.57M - $1.68M
|
21K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20.7K+ 52.71% |
$1.55M - $1.66M
|
60.1K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
20KNew |
$1.49M - $1.61M
|
20K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
19.5K+ 361.12% |
$1.46M - $1.57M
|
24.9K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
19.1K+ 83.37% |
$1.43M - $1.53M
|
42.1K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.8K+ 10.02% |
$1.4M - $1.51M
|
206K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
18.4K+ 11.42% |
$1.37M - $1.48M
|
179K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.2K+ 76.8% |
$1.36M - $1.46M
|
41.8K
$3.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
18.1K+ 53.08% |
$1.35M - $1.45M
|
52.2K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17.2K+ 523.5% |
$1.28M - $1.38M
|
20.5K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
16.8K+ 11030.26% |
$1.25M - $1.35M
|
16.9K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.5K+ 5.94% |
$1.23M - $1.33M
|
295K
$24.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
16.5KNew |
$1.23M - $1.32M
|
16.5K
$1.35M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
16KNew |
$1.2M - $1.29M
|
16K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
15.3KNew |
$1.14M - $1.23M
|
15.3K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.6KNew |
$1.09M - $1.17M
|
14.6K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.5K+ 218.26% |
$1.09M - $1.17M
|
21.2K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 40.36% |
$1.08M - $1.16M
|
50.1K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
13.9K+ 22.16% |
$1.04M - $1.12M
|
76.7K
$6.29M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.7K+ 21.86% |
$1.03M - $1.1M
|
76.6K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.7K+ 33.55% |
$1.02M - $1.1M
|
54.4K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.4K+ 25.81% |
$1M - $1.08M
|
65.4K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.3KNew |
$996K - $1.07M
|
13.3K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
13.2K+ 24.07% |
$988K - $1.06M
|
68.2K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
12.8KNew |
$953K - $1.02M
|
12.8K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
12.7KNew |
$951K - $1.02M
|
12.7K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.7K+ 20.03% |
$949K - $1.02M
|
76.1K
$6.23M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.7K+ 98.54% |
$946K - $1.02M
|
25.5K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12.5K+ 59.7% |
$937K - $1.01M
|
33.6K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
12.5KNew |
$934K - $1M
|
12.5K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 8.51% |
$906K - $973K
|
155K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
12.1KNew |
$903K - $971K
|
12.1K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12KNew |
$895K - $962K
|
12K
$981K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
11.1K+ 125.41% |
$831K - $893K
|
20K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10.9K+ 4.7% |
$812K - $873K
|
242K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 73.68% |
$806K - $866K
|
25.4K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.7K+ 33568.75% |
$802K - $862K
|
10.8K
$883K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.7K+ 159.8% |
$801K - $861K
|
17.4K
$1.43M
|