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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550+ 28.84% |
$41.2K - $45.6K
|
2.46K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
549+ 8.47% |
$41.1K - $45.5K
|
7.03K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
547+ 3.12% |
$41K - $45.4K
|
18.1K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
527+ 104.56% |
$39.5K - $43.7K
|
1.03K
$80.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
525+ 2.15% |
$39.3K - $43.5K
|
25K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
520New |
$38.9K - $43.1K
|
520
$40.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
519+ 0.34% |
$38.9K - $43K
|
155K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
518+ 13.68% |
$38.8K - $43K
|
4.31K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
507New |
$38K - $42K
|
507
$39.4K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
504+ 6.3% |
$37.7K - $41.8K
|
8.51K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
490+ 1.17% |
$36.7K - $40.6K
|
42.4K
$3.29M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
487New |
$36.5K - $40.4K
|
487
$37.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
477+ 15.73% |
$35.7K - $39.6K
|
3.51K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
476+ 12.24% |
$35.6K - $39.5K
|
4.36K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
464+ 9.88% |
$34.7K - $38.5K
|
5.16K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
462+ 4.54% |
$34.6K - $38.3K
|
10.6K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
452+ 1.36% |
$33.9K - $37.5K
|
33.7K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
450+ 1.21% |
$33.7K - $37.3K
|
37.7K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
433+ 12.77% |
$32.4K - $35.9K
|
3.82K
$297K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
433+ 12.77% |
$32.4K - $35.9K
|
3.82K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
430+ 15.41% |
$32.2K - $35.7K
|
3.22K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
429+ 2.1% |
$32.1K - $35.6K
|
20.9K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
424+ 8.3% |
$31.8K - $35.2K
|
5.53K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
422+ 4.56% |
$31.6K - $35K
|
9.68K
$753K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
418+ 0.88% |
$31.3K - $34.7K
|
47.7K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
413+ 8.27% |
$30.9K - $34.3K
|
5.41K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
390New |
$29.2K - $32.3K
|
390
$30.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
388New |
$29.1K - $32.2K
|
388
$30.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
386+ 4.9% |
$28.9K - $32K
|
8.27K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
384+ 2.52% |
$28.8K - $31.8K
|
15.6K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
375+ 12.97% |
$28.1K - $31.1K
|
3.27K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
370+ 65.49% |
$27.7K - $30.7K
|
935
$72.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
365+ 13.82% |
$27.3K - $30.3K
|
3.01K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
354+ 22.25% |
$26.5K - $29.4K
|
1.95K
$151K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
352New |
$26.4K - $29.2K
|
352
$27.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
347+ 0.69% |
$26K - $28.8K
|
50.5K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
344+ 7.84% |
$25.8K - $28.5K
|
4.73K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
326New |
$24.4K - $27K
|
326
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
325+ 1.4% |
$24.3K - $27K
|
23.5K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
321+ 1.93% |
$24K - $26.6K
|
16.9K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
320New |
$24K - $26.5K
|
320
$24.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
319+ 14.96% |
$23.9K - $26.5K
|
2.45K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
316+ 20.35% |
$23.7K - $26.2K
|
1.87K
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
315+ 11.44% |
$23.6K - $26.1K
|
3.07K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
314+ 3.17% |
$23.5K - $26K
|
10.2K
$794K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
313+ 2.53% |
$23.4K - $26K
|
12.7K
$988K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
309New |
$23.1K - $25.6K
|
309
$24K
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
307+ 0.59% |
$23K - $25.5K
|
52.2K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
304+ 7.79% |
$22.8K - $25.2K
|
4.2K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
302New |
$22.6K - $25K
|
302
$23.5K
|