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 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-998- 22.48% |
$74.7K - $82.8K
|
3.44K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 15.38% |
$74.9K - $82.9K
|
5.5K
$430K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 17.55% |
$75.3K - $83.3K
|
4.72K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.01K- 2.05% |
$75.6K - $83.8K
|
48.2K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.01K- 2.0% |
$75.9K - $84.1K
|
49.6K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.03K- 11.36% |
$76.9K - $85.2K
|
8.02K
$626K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.09K- 1.49% |
$81.6K - $90.3K
|
72K
$5.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.09K- 3.88% |
$81.9K - $90.7K
|
27.1K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$83.3K - $92.2K
|
7.64K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 7.33% |
$83.4K - $92.3K
|
14.1K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.15K- 27.91% |
$85.7K - $95K
|
2.96K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.17K- 28.81% |
$87.5K - $96.9K
|
2.89K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 51.39% |
$88.7K - $98.3K
|
1.12K
$87.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.22K- 11.12% |
$91K - $101K
|
9.71K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 25.15% |
$96.2K - $106K
|
3.82K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.35K- 2.48% |
$101K - $112K
|
53.2K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.47K- 7.76% |
$110K - $122K
|
17.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.51K- 4.03% |
$113K - $125K
|
36K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.52K- 6.22% |
$114K - $126K
|
22.9K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.53K- 74.54% |
$114K - $126K
|
521
$40.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.56K- 19.46% |
$117K - $129K
|
6.45K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.63K- 53.25% |
$122K - $135K
|
1.43K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.65K- 15.96% |
$124K - $137K
|
8.7K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.67K- 12.55% |
$125K - $138K
|
11.6K
$909K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.7K- 3.68% |
$128K - $141K
|
44.6K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.77K- 14.33% |
$133K - $147K
|
10.6K
$827K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.81K- 9.83% |
$136K - $150K
|
16.6K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.83K- 7.39% |
$137K - $152K
|
22.9K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.88K- 12.48% |
$140K - $156K
|
13.2K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.88K- 3.05% |
$141K - $156K
|
59.8K
$4.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.91K- 31.49% |
$143K - $158K
|
4.16K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 3.68% |
$147K - $163K
|
51.5K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.97K- 1.88% |
$147K - $163K
|
103K
$8.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 21.74% |
$168K - $186K
|
8.06K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.26K- 2.18% |
$169K - $187K
|
101K
$7.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.27K- 10.88% |
$170K - $188K
|
18.6K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.31K- 6.68% |
$173K - $192K
|
32.3K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.33K- 35.12% |
$174K - $193K
|
4.3K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 20.88% |
$177K - $196K
|
8.94K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.46K- 2.55% |
$184K - $204K
|
93.8K
$7.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-2.53K- 31.61% |
$189K - $209K
|
5.46K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.53K- 3.89% |
$189K - $209K
|
62.3K
$4.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.73K- 47.76% |
$205K - $227K
|
2.99K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.74K- 7.31% |
$205K - $227K
|
34.7K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 31.73% |
$207K - $229K
|
5.95K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.92K- 5.65% |
$219K - $242K
|
48.8K
$3.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.03K- 20.02% |
$227K - $251K
|
12.1K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.13K- 2.89% |
$235K - $260K
|
105K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.14K- 2.13% |
$235K - $261K
|
144K
$11.3M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.21K- 1.62% |
$241K - $266K
|
195K
$15.2M
|