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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6K+ 33.22% |
$448K - $481K
|
24.1K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.95K+ 4.57% |
$444K - $477K
|
136K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.94K+ 56.32% |
$444K - $477K
|
16.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
5.94K+ 0.66% |
$443K - $476K
|
906K
$74.2M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.88KNew |
$439K - $472K
|
5.88K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
5.78K+ 10.88% |
$432K - $464K
|
58.9K
$4.83M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.67KNew |
$424K - $455K
|
5.67K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.63K+ 121.11% |
$420K - $452K
|
10.3K
$842K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.62K+ 5.91% |
$420K - $451K
|
101K
$8.25M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.6K+ 4.38% |
$418K - $450K
|
134K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.55K+ 11.53% |
$415K - $446K
|
53.7K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.54K+ 3.15% |
$413K - $444K
|
181K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.41K+ 36.65% |
$404K - $434K
|
20.2K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.25K+ 146.35% |
$392K - $422K
|
8.84K
$725K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.14K+ 12.0% |
$384K - $413K
|
48K
$3.93M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.13K+ 21.35% |
$384K - $412K
|
29.2K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.07K+ 30.12% |
$379K - $407K
|
21.9K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.06KNew |
$378K - $406K
|
5.06K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.05K+ 14.38% |
$377K - $405K
|
40.1K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.02KNew |
$375K - $403K
|
5.02K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5KNew |
$374K - $401K
|
5K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 96.57% |
$372K - $400K
|
10.1K
$831K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
4.95K+ 30.79% |
$370K - $397K
|
21K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.92K+ 92.74% |
$368K - $395K
|
10.2K
$838K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
4.9KNew |
$366K - $393K
|
4.9K
$402K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.72K+ 11.44% |
$352K - $379K
|
46K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.62K+ 71.55% |
$345K - $370K
|
11.1K
$906K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.61K+ 45.4% |
$345K - $370K
|
14.8K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
4.56KNew |
$341K - $366K
|
4.56K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.47KNew |
$334K - $359K
|
4.47K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.39K+ 25.75% |
$328K - $352K
|
21.4K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
4.39K+ 1.47% |
$328K - $352K
|
303K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.35K+ 5.29% |
$325K - $349K
|
86.7K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.26K+ 14.83% |
$319K - $342K
|
33K
$2.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.22K+ 17.11% |
$315K - $338K
|
28.9K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.18K+ 82.28% |
$312K - $336K
|
9.26K
$759K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.14K+ 17.94% |
$309K - $332K
|
27.2K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.13KNew |
$308K - $331K
|
4.13K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.99K+ 10.49% |
$298K - $320K
|
42K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.98KNew |
$297K - $320K
|
3.98K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.96K+ 362.88% |
$296K - $318K
|
5.05K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.96KNew |
$295K - $317K
|
3.96K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.94K+ 31.07% |
$294K - $316K
|
16.6K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3.93KNew |
$293K - $315K
|
3.93K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.92KNew |
$293K - $315K
|
3.92K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.89K+ 3.55% |
$291K - $312K
|
113K
$9.29M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.83K+ 76.63% |
$286K - $307K
|
8.82K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.83K+ 10.8% |
$286K - $307K
|
39.2K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
3.8K+ 32.79% |
$284K - $305K
|
15.4K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.8KNew |
$283K - $305K
|
3.8K
$311K
|