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 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.57KNew |
$192K - $206K
|
2.57K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.54K+ 3.29% |
$190K - $204K
|
79.8K
$6.53M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$187K - $201K
|
2.5K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.44K+ 28.78% |
$182K - $196K
|
10.9K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.44K+ 43.69% |
$182K - $196K
|
8.03K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.36KNew |
$176K - $189K
|
2.36K
$193K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.32K+ 17.65% |
$173K - $186K
|
15.5K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.26K+ 43.36% |
$169K - $181K
|
7.46K
$611K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2.21K+ 3.02% |
$165K - $177K
|
75.2K
$6.16M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.18K+ 9.58% |
$163K - $175K
|
24.9K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
2.17K+ 114.11% |
$162K - $174K
|
4.07K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.13K+ 7.9% |
$159K - $171K
|
29.1K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
2.13K+ 40.55% |
$159K - $171K
|
7.37K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.12K+ 6.75% |
$158K - $170K
|
33.5K
$2.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.06K+ 29.35% |
$154K - $165K
|
9.08K
$744K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.05K+ 44.71% |
$153K - $164K
|
6.62K
$542K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.02K+ 7.32% |
$151K - $162K
|
29.7K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 8.16% |
$143K - $153K
|
25.3K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.88K+ 5.91% |
$140K - $151K
|
33.6K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.87K+ 2.54% |
$140K - $150K
|
75.4K
$6.18M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.84K+ 17.62% |
$137K - $147K
|
12.3K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.83K+ 52.94% |
$137K - $147K
|
5.29K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.83K+ 7.77% |
$137K - $147K
|
25.4K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.82K+ 44.13% |
$136K - $146K
|
5.93K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.81K+ 8.85% |
$135K - $145K
|
22.2K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.8K+ 2.71% |
$134K - $144K
|
68K
$5.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.77K+ 20.25% |
$132K - $142K
|
10.5K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.77K+ 3.54% |
$132K - $142K
|
51.7K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.76K+ 1.73% |
$132K - $142K
|
104K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.76K+ 20.52% |
$131K - $141K
|
10.3K
$847K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.76K+ 30.27% |
$131K - $141K
|
7.56K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.72K+ 5.64% |
$128K - $138K
|
32.2K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.7K+ 19.1% |
$127K - $136K
|
10.6K
$868K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.67K+ 26.33% |
$125K - $134K
|
8.01K
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.67K+ 973.68% |
$124K - $134K
|
1.84K
$150K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.63KNew |
$122K - $131K
|
1.63K
$133K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.63K+ 10.52% |
$121K - $131K
|
17.1K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 153.25% |
$118K - $127K
|
2.61K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.58K+ 7.73% |
$118K - $127K
|
22K
$1.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.56K+ 10.95% |
$116K - $125K
|
15.8K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.54K+ 21.25% |
$115K - $123K
|
8.76K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.53KNew |
$114K - $123K
|
1.53K
$125K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1.5K+ 5.8% |
$112K - $120K
|
27.4K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.49K+ 6.25% |
$111K - $119K
|
25.3K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.45K+ 20.05% |
$108K - $116K
|
8.68K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.42K+ 2.99% |
$106K - $114K
|
49K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 4.54% |
$105K - $113K
|
32.4K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.39K+ 13.18% |
$104K - $112K
|
12K
$981K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.39K+ 0.19% |
$104K - $112K
|
723K
$59.2M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.39K+ 20.9% |
$104K - $111K
|
8.03K
$658K
|