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 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10+ 0.12% |
$749 - $829
|
8.08K
$628K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 28.57% |
$749 - $829
|
45
$3.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.84% |
$599 - $663
|
965
$75K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$599 - $663
|
8
$622
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$599 - $663
|
4.2K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
8+ 0.09% |
$599 - $663
|
8.83K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8+ 2.78% |
$599 - $663
|
296
$23K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6New |
$449 - $498
|
6
$467
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
6+ 0.14% |
$449 - $498
|
4.45K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.17% |
$449 - $498
|
3.59K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.22% |
$449 - $498
|
2.73K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$374 - $415
|
1.6K
$124K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5New |
$374 - $415
|
5
$389
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.8% |
$300 - $332
|
507
$39.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.07% |
$300 - $332
|
5.59K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.88% |
$225 - $249
|
344
$26.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.15% |
$225 - $249
|
2.02K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$225 - $249
|
3.44K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.05% |
$150 - $166
|
3.65K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$150 - $166
|
2
$156
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 3.03% |
$74.9 - $82.9
|
34
$2.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$74.9 - $82.9
|
519
$40.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$74.9 - $82.9
|
4.75K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.56% |
$74.9 - $82.9
|
65
$5.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.55% |
$74.9 - $82.9
|
183
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$74.9 - $82.9
|
8.52K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.01% |
$74.9 - $82.9
|
16.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$74.9 - $82.9
|
10.2K
$790K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.29% |
$74.9 - $82.9
|
340
$26.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.37% |
$74.9 - $82.9
|
270
$21K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3- 0.03% |
$225 - $249
|
11.3K
$882K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.02% |
$374 - $415
|
20.2K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-5- 14.71% |
$374 - $415
|
29
$2.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-5- 0.01% |
$374 - $415
|
44.1K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 0.17% |
$524 - $581
|
4.04K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.33% |
$749 - $829
|
2.99K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13- 0.1% |
$974 - $1.08K
|
13.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.06% |
$974 - $1.08K
|
20.3K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-13- 0.19% |
$974 - $1.08K
|
6.97K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-15- 0.26% |
$1.12K - $1.24K
|
5.66K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-16- 0.22% |
$1.2K - $1.33K
|
7.36K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.13% |
$1.35K - $1.49K
|
13.7K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-19- 0.47% |
$1.42K - $1.58K
|
4.03K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-22- 0.19% |
$1.65K - $1.82K
|
11.6K
$898K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.55% |
$1.72K - $1.91K
|
4.18K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-24- 0.08% |
$1.8K - $1.99K
|
28.7K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-24- 0.13% |
$1.8K - $1.99K
|
18.4K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 16.67% |
$1.87K - $2.07K
|
125
$9.72K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-28- 17.5% |
$2.1K - $2.32K
|
132
$10.3K
|