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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
676+ 12.48% |
$50.5K - $54.3K
|
6.09K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
674+ 11.47% |
$50.3K - $54.1K
|
6.55K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
648+ 1.31% |
$48.4K - $52K
|
50.3K
$4.12M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
635+ 16.43% |
$47.4K - $51K
|
4.5K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
612+ 12.63% |
$45.7K - $49.1K
|
5.46K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
611+ 3.43% |
$45.6K - $49K
|
18.4K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
604+ 2.44% |
$45.1K - $48.5K
|
25.3K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
600+ 150.0% |
$44.8K - $48.2K
|
1K
$81.9K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
592+ 21.72% |
$44.2K - $47.5K
|
3.32K
$272K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
588+ 16.14% |
$43.9K - $47.2K
|
4.23K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
586+ 29.99% |
$43.8K - $47K
|
2.54K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
582+ 2.13% |
$43.5K - $46.7K
|
27.9K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
581+ 9683.33% |
$43.4K - $46.6K
|
587
$48.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
575+ 3.0% |
$43K - $46.2K
|
19.7K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
565+ 3.12% |
$42.2K - $45.4K
|
18.7K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
560+ 1.58% |
$41.8K - $45K
|
36K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
538+ 4.66% |
$40.2K - $43.2K
|
12.1K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
533+ 12.21% |
$39.8K - $42.8K
|
4.9K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
509+ 3.45% |
$38K - $40.9K
|
15.3K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
506+ 5.8% |
$37.8K - $40.6K
|
9.23K
$756K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
504+ 12.71% |
$37.6K - $40.5K
|
4.47K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
500+ 14.29% |
$37.4K - $40.1K
|
4K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
500+ 10.15% |
$37.4K - $40.1K
|
5.42K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
500+ 6.67% |
$37.4K - $40.1K
|
8K
$655K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500+ 1.77% |
$37.4K - $40.1K
|
28.7K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 4.55% |
$37.4K - $40.1K
|
11.5K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
499+ 10.11% |
$37.3K - $40.1K
|
5.43K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
496New |
$37.1K - $39.8K
|
496
$40.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
496+ 3.12% |
$37.1K - $39.8K
|
16.4K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
492+ 14.39% |
$36.8K - $39.5K
|
3.91K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
475+ 18.15% |
$35.5K - $38.1K
|
3.09K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
461+ 1.01% |
$34.4K - $37K
|
46.1K
$3.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
460+ 13.86% |
$34.4K - $36.9K
|
3.78K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
454+ 10.07% |
$33.9K - $36.4K
|
4.96K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
452+ 0.9% |
$33.8K - $36.3K
|
50.9K
$4.17M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
442New |
$33K - $35.5K
|
442
$36.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
441+ 1.37% |
$32.9K - $35.4K
|
32.7K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
437+ 1040.48% |
$32.6K - $35.1K
|
479
$39.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
434+ 7.49% |
$32.4K - $34.8K
|
6.23K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
429+ 1.88% |
$32K - $34.4K
|
23.2K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
423+ 0.94% |
$31.6K - $34K
|
45.3K
$3.71M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
420+ 10.19% |
$31.4K - $33.7K
|
4.54K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
415+ 8.43% |
$31K - $33.3K
|
5.34K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
414+ 3.01% |
$30.9K - $33.2K
|
14.1K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
409+ 10.7% |
$30.6K - $32.8K
|
4.23K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
406New |
$30.3K - $32.6K
|
406
$33.3K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
396+ 2.41% |
$29.6K - $31.8K
|
16.9K
$1.38M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
393+ 256.86% |
$29.4K - $31.5K
|
546
$44.7K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
386+ 4.54% |
$28.8K - $31K
|
8.89K
$728K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
385+ 38.5% |
$28.8K - $30.9K
|
1.39K
$113K
|