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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
300+ 2.58% |
$22.5K - $24.9K
|
11.9K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
298+ 6.12% |
$22.3K - $24.7K
|
5.17K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
296+ 1.82% |
$22.2K - $24.5K
|
16.6K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
288+ 1.39% |
$21.6K - $23.9K
|
21K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
287+ 1.01% |
$21.5K - $23.8K
|
28.7K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
287+ 1.05% |
$21.5K - $23.8K
|
27.7K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
284+ 5.29% |
$21.3K - $23.6K
|
5.65K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
283New |
$21.2K - $23.5K
|
283
$22K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
280+ 1.65% |
$21K - $23.2K
|
17.2K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
275+ 3.07% |
$20.6K - $22.8K
|
9.23K
$718K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
275+ 0.8% |
$20.6K - $22.8K
|
34.5K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
273+ 3.58% |
$20.4K - $22.6K
|
7.9K
$614K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
272New |
$20.4K - $22.6K
|
272
$21.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
259+ 6.21% |
$19.4K - $21.5K
|
4.43K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
259+ 8.91% |
$19.4K - $21.5K
|
3.17K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
250New |
$18.7K - $20.7K
|
250
$19.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
250+ 0.76% |
$18.7K - $20.7K
|
33.2K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
250+ 0.66% |
$18.7K - $20.7K
|
38K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
241+ 4.82% |
$18K - $20K
|
5.24K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
240+ 7.89% |
$18K - $19.9K
|
3.28K
$255K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 6.82% |
$17.8K - $19.7K
|
3.73K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
235+ 5.19% |
$17.6K - $19.5K
|
4.76K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 5.79% |
$17.4K - $19.2K
|
4.24K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
227+ 2.67% |
$17K - $18.8K
|
8.72K
$678K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
226+ 5.99% |
$16.9K - $18.7K
|
4K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
225+ 39.13% |
$16.9K - $18.7K
|
800
$62.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
223+ 1.46% |
$16.7K - $18.5K
|
15.5K
$1.21M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
218New |
$16.3K - $18.1K
|
218
$17K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
215+ 8.09% |
$16.1K - $17.8K
|
2.87K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
210+ 6.82% |
$15.7K - $17.4K
|
3.29K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
210+ 0.27% |
$15.7K - $17.4K
|
77.2K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
208+ 7.01% |
$15.6K - $17.2K
|
3.17K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
204+ 7.03% |
$15.3K - $16.9K
|
3.1K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
204+ 2.26% |
$15.3K - $16.9K
|
9.23K
$718K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
202+ 1.77% |
$15.1K - $16.8K
|
11.6K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
201+ 1.47% |
$15.1K - $16.7K
|
13.9K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198+ 1.21% |
$14.8K - $16.4K
|
16.6K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
198+ 0.22% |
$14.8K - $16.4K
|
92.1K
$7.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
197+ 1.31% |
$14.8K - $16.3K
|
15.2K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
193+ 0.65% |
$14.5K - $16K
|
29.7K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
190+ 2.73% |
$14.2K - $15.8K
|
7.14K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
185+ 0.51% |
$13.9K - $15.3K
|
36.7K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
177+ 6.65% |
$13.3K - $14.7K
|
2.84K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
174+ 0.62% |
$13K - $14.4K
|
28.2K
$2.19M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
171New |
$12.8K - $14.2K
|
171
$13.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
168+ 1.74% |
$12.6K - $13.9K
|
9.81K
$763K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
164+ 0.24% |
$12.3K - $13.6K
|
69K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
164+ 0.46% |
$12.3K - $13.6K
|
36K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
157+ 0.92% |
$11.8K - $13K
|
17.2K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
156+ 0.75% |
$11.7K - $12.9K
|
21K
$1.63M
|