Purchases and Sales Made in Q4 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.56MNew |
$117M - $129M
|
1.56M
$122M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
521K+ 178.82% |
$39M - $43.2M
|
812K
$63.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
425K+ 8762.95% |
$31.8M - $35.3M
|
430K
$33.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
369K+ 738032.0% |
$27.6M - $30.6M
|
369K
$28.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
320KNew |
$23.9M - $26.5M
|
320K
$25M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
285KNew |
$21.3M - $23.6M
|
285K
$22.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
172K+ 1863.21% |
$12.9M - $14.3M
|
182K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
161KNew |
$12.1M - $13.4M
|
161K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
139K+ 35.88% |
$10.4M - $11.5M
|
526K
$41.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
118KNew |
$8.87M - $9.82M
|
118K
$9.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
107KNew |
$8.04M - $8.9M
|
107K
$8.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
91.1K+ 1089.41% |
$6.83M - $7.56M
|
99.5K
$7.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
73KNew |
$5.47M - $6.06M
|
73K
$5.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
70.4K+ 209.74% |
$5.27M - $5.84M
|
104K
$8.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
68.9KNew |
$5.16M - $5.72M
|
68.9K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
62.8KNew |
$4.7M - $5.2M
|
62.8K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
47.6K+ 687.92% |
$3.56M - $3.94M
|
54.5K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
47KNew |
$3.52M - $3.9M
|
47K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
46.4K+ 253.18% |
$3.48M - $3.85M
|
64.8K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
43.2KNew |
$3.24M - $3.58M
|
43.2K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
41.4KNew |
$3.1M - $3.43M
|
41.4K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
40.9K+ 782.62% |
$3.07M - $3.4M
|
46.2K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.6K+ 11.24% |
$2.96M - $3.28M
|
392K
$30.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
39.5K+ 2641.64% |
$2.96M - $3.28M
|
41K
$3.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.5K+ 99.56% |
$2.66M - $2.95M
|
71.2K
$5.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 124.24% |
$2.65M - $2.93M
|
63.8K
$4.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.1K+ 80.4% |
$2.63M - $2.91M
|
78.7K
$6.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
34.8KNew |
$2.61M - $2.89M
|
34.8K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32.9K+ 165.86% |
$2.46M - $2.73M
|
52.8K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
31.8KNew |
$2.38M - $2.64M
|
31.8K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
31.8KNew |
$2.38M - $2.64M
|
31.8K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
31.8KNew |
$2.38M - $2.64M
|
31.8K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
29.3K+ 23.71% |
$2.19M - $2.43M
|
153K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
27.2K+ 3.91% |
$2.04M - $2.25M
|
722K
$56.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 21.51% |
$1.92M - $2.12M
|
144K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25.5KNew |
$1.91M - $2.11M
|
25.5K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
25.2K+ 92.94% |
$1.88M - $2.09M
|
52.2K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
25KNew |
$1.87M - $2.07M
|
25K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22.6K+ 390.25% |
$1.69M - $1.88M
|
28.4K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.1K+ 263.1% |
$1.66M - $1.83M
|
30.5K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.8K+ 48.43% |
$1.63M - $1.81M
|
66.8K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
21KNew |
$1.57M - $1.74M
|
21K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$1.57M - $1.74M
|
20.9K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.6K+ 178.44% |
$1.46M - $1.62M
|
30.5K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
19.2KNew |
$1.43M - $1.59M
|
19.2K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
18.7K+ 24.1% |
$1.4M - $1.55M
|
96.2K
$7.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18K+ 77.71% |
$1.35M - $1.49M
|
41.1K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
16.5KNew |
$1.23M - $1.37M
|
16.5K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
15.9KNew |
$1.19M - $1.32M
|
15.9K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.6KNew |
$1.17M - $1.29M
|
15.6K
$1.22M
|