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 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
174+ 0.62% |
$13K - $14.4K
|
28.2K
$2.31M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
171New |
$12.8K - $14.2K
|
171
$14K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
168+ 1.74% |
$12.6K - $13.9K
|
9.81K
$804K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
164+ 0.24% |
$12.3K - $13.6K
|
69K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
164+ 0.46% |
$12.3K - $13.6K
|
36K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
157+ 0.92% |
$11.8K - $13K
|
17.2K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
156+ 0.75% |
$11.7K - $12.9K
|
21K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
156+ 85.25% |
$11.7K - $12.9K
|
339
$27.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
155+ 0.83% |
$11.6K - $12.9K
|
18.9K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
154New |
$11.5K - $12.8K
|
154
$12.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 25.0% |
$11.2K - $12.4K
|
750
$61.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
150+ 1.91% |
$11.2K - $12.4K
|
7.99K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
150New |
$11.2K - $12.4K
|
150
$12.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
141+ 4.63% |
$10.6K - $11.7K
|
3.19K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$10.5K - $11.6K
|
140
$11.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
139+ 1.94% |
$10.4K - $11.5K
|
7.29K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 79.77% |
$10.3K - $11.4K
|
311
$25.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
136+ 0.64% |
$10.2K - $11.3K
|
21.2K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
135+ 4.3% |
$10.1K - $11.2K
|
3.27K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
133+ 1.23% |
$9.96K - $11K
|
10.9K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
133+ 1.11% |
$9.96K - $11K
|
12.2K
$997K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
131New |
$9.81K - $10.9K
|
131
$10.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
129+ 2.94% |
$9.66K - $10.7K
|
4.52K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
127+ 74.71% |
$9.51K - $10.5K
|
297
$24.3K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
124+ 0.12% |
$9.29K - $10.3K
|
106K
$8.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
123+ 0.79% |
$9.21K - $10.2K
|
15.7K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
123+ 0.36% |
$9.21K - $10.2K
|
34.2K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
119+ 3.83% |
$8.91K - $9.87K
|
3.23K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115+ 0.49% |
$8.61K - $9.54K
|
23.6K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
115+ 1.13% |
$8.61K - $9.54K
|
10.3K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
113+ 4.57% |
$8.46K - $9.37K
|
2.59K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
113+ 2.19% |
$8.46K - $9.37K
|
5.28K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
113+ 1.5% |
$8.46K - $9.37K
|
7.64K
$626K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 5.56% |
$8.39K - $9.29K
|
2.13K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
110+ 0.66% |
$8.24K - $9.12K
|
16.7K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
106+ 11.86% |
$7.94K - $8.79K
|
1K
$81.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
101+ 0.98% |
$7.56K - $8.38K
|
10.4K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 133.33% |
$7.49K - $8.29K
|
175
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 2.27% |
$7.26K - $8.04K
|
4.37K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
92+ 0.61% |
$6.89K - $7.63K
|
15.1K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
90+ 0.3% |
$6.74K - $7.46K
|
30.3K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
90+ 0.42% |
$6.74K - $7.46K
|
21.4K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
88+ 1.72% |
$6.59K - $7.3K
|
5.2K
$426K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 0.67% |
$6.52K - $7.21K
|
13.1K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
85New |
$6.37K - $7.05K
|
85
$6.96K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
84+ 0.7% |
$6.29K - $6.97K
|
12.1K
$990K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
81+ 0.59% |
$6.07K - $6.72K
|
13.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
81+ 1.89% |
$6.07K - $6.72K
|
4.37K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.33% |
$5.32K - $5.89K
|
21.5K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
70+ 0.89% |
$5.24K - $5.81K
|
7.95K
$651K
|