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
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-632- 8.78% |
$47.3K - $52.4K
|
6.57K
$520K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-639- 11.48% |
$47.9K - $53K
|
4.93K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-651- 7.06% |
$48.8K - $54K
|
8.58K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-653- 3.93% |
$48.9K - $54.2K
|
16K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-661- 2.24% |
$49.5K - $54.8K
|
28.9K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-675- 1.82% |
$50.6K - $56K
|
36.5K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-676- 1.01% |
$50.6K - $56.1K
|
66.6K
$5.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-685- 5.28% |
$51.3K - $56.8K
|
12.3K
$975K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-720- 4.55% |
$53.9K - $59.7K
|
15.1K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-721- 9.14% |
$54K - $59.8K
|
7.17K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-725- 9.27% |
$54.3K - $60.1K
|
7.09K
$562K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-726- 2.23% |
$54.4K - $60.2K
|
31.9K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$56.5K - $62.6K
|
14.2K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-766- 3.98% |
$57.4K - $63.5K
|
18.5K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-794- 1.37% |
$59.5K - $65.8K
|
57.1K
$4.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-800- 3.49% |
$59.9K - $66.3K
|
22.1K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-809- 10.09% |
$60.6K - $67.1K
|
7.21K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-821- 21.65% |
$61.5K - $68.1K
|
2.97K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-838- 12.78% |
$62.8K - $69.5K
|
5.72K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-841- 2.08% |
$63K - $69.7K
|
39.6K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-869- 14.56% |
$65.1K - $72.1K
|
5.1K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-870- 4.81% |
$65.2K - $72.1K
|
17.2K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-926- 3.9% |
$69.3K - $76.8K
|
22.8K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-927- 4.7% |
$69.4K - $76.9K
|
18.8K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-939- 0.87% |
$70.3K - $77.9K
|
107K
$8.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-940- 5.77% |
$70.4K - $78K
|
15.4K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-971- 0.77% |
$72.7K - $80.5K
|
126K
$9.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-998- 22.48% |
$74.7K - $82.8K
|
3.44K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 15.38% |
$74.9K - $82.9K
|
5.5K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 17.55% |
$75.3K - $83.3K
|
4.72K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.01K- 2.05% |
$75.6K - $83.8K
|
48.2K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.01K- 2.0% |
$75.9K - $84.1K
|
49.6K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.03K- 11.36% |
$76.9K - $85.2K
|
8.02K
$635K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.04K- 8.59% |
$78K - $86.4K
|
11.1K
$878K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.09K- 1.49% |
$81.6K - $90.3K
|
72K
$5.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.09K- 3.88% |
$81.9K - $90.7K
|
27.1K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.1K- 2.31% |
$82K - $90.8K
|
46.3K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$83.3K - $92.2K
|
7.64K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 7.33% |
$83.4K - $92.3K
|
14.1K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.13K- 0.33% |
$84.3K - $93.3K
|
335K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.15K- 27.91% |
$85.7K - $95K
|
2.96K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.17K- 28.81% |
$87.5K - $96.9K
|
2.89K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 51.39% |
$88.7K - $98.3K
|
1.12K
$88.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.19K- 9.62% |
$89.2K - $98.8K
|
11.2K
$887K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.2K- 22.01% |
$89.9K - $99.5K
|
4.25K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.22K- 11.12% |
$91K - $101K
|
9.71K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 25.15% |
$96.2K - $106K
|
3.82K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.32K- 4.06% |
$98.5K - $109K
|
31.1K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.33K- 0.22% |
$99.9K - $111K
|
612K
$48.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.35K- 2.48% |
$101K - $112K
|
53.2K
$4.21M
|