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 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3.3K- 7.4% |
$247K - $273K
|
41.2K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.47K- 36.88% |
$260K - $287K
|
5.93K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.59K- 39.28% |
$269K - $298K
|
5.55K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.68K- 50.77% |
$276K - $305K
|
3.57K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.23K- 35.46% |
$317K - $351K
|
7.7K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.27K- 13.9% |
$320K - $354K
|
26.5K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.64K- 11.97% |
$347K - $385K
|
34.1K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.35K- 5.33% |
$401K - $444K
|
95.1K
$7.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.48K- 10.8% |
$410K - $454K
|
45.2K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-6.22K- 28.1% |
$466K - $516K
|
15.9K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-6.63K- 13.81% |
$496K - $550K
|
41.4K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6.88K- 13.6% |
$515K - $571K
|
43.7K
$3.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-7K- 28.0% |
$524K - $581K
|
18K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7.1K- 38.37% |
$532K - $589K
|
11.4K
$891K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.57K- 68.89% |
$567K - $628K
|
3.42K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8K- 39.54% |
$599K - $663K
|
12.2K
$955K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.24K- 16.13% |
$617K - $683K
|
42.8K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.54K- 2.06% |
$639K - $708K
|
407K
$31.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.77K- 3.47% |
$657K - $727K
|
244K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.48K- 69.71% |
$710K - $787K
|
4.12K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.53K- 21.05% |
$713K - $790K
|
35.7K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-9.72K- 74.61% |
$728K - $806K
|
3.31K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-9.84K- 22.16% |
$737K - $816K
|
34.5K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.1K- 10.94% |
$758K - $840K
|
82.5K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 8.22% |
$785K - $869K
|
117K
$9.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1K- 48.11% |
$835K - $924K
|
12K
$939K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.4K- 10.71% |
$930K - $1.03M
|
103K
$8.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 24.24% |
$942K - $1.04M
|
39.3K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 21.47% |
$974K - $1.08M
|
47.6K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-13.8K- 44.68% |
$1.03M - $1.14M
|
17.1K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14K- 52.39% |
$1.05M - $1.16M
|
12.7K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.2K- 99.92% |
$1.06M - $1.18M
|
11
$860
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-14.9K- 90.19% |
$1.12M - $1.24M
|
1.62K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-15.4K- 52.25% |
$1.15M - $1.28M
|
14.1K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.7K- 20.39% |
$1.18M - $1.3M
|
61.4K
$4.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.6K- 79.31% |
$1.24M - $1.38M
|
4.33K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17K- 40.86% |
$1.28M - $1.41M
|
24.7K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18K- 22.6% |
$1.35M - $1.49M
|
61.6K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.1K- 43.36% |
$1.36M - $1.5M
|
23.7K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-18.8K- 16.48% |
$1.41M - $1.56M
|
95.1K
$7.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 77.12% |
$1.49M - $1.65M
|
5.89K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 45.31% |
$1.53M - $1.69M
|
24.6K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-24K- 43.37% |
$1.8M - $1.99M
|
31.4K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-27K- 59.23% |
$2.02M - $2.24M
|
18.6K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.4K- 37.13% |
$2.05M - $2.27M
|
46.4K
$3.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-27.9K- 90.58% |
$2.09M - $2.31M
|
2.9K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-29K- 89.15% |
$2.17M - $2.4M
|
3.53K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32K- 8.92% |
$2.39M - $2.65M
|
327K
$25.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-35K- 99.96% |
$2.62M - $2.9M
|
14
$1.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-36.5K- 20.32% |
$2.73M - $3.03M
|
143K
$11.2M
|