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 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.47K- 4.19% |
$110K - $122K
|
33.6K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.47K- 7.76% |
$110K - $122K
|
17.5K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.51K- 4.03% |
$113K - $125K
|
36K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.52K- 6.22% |
$114K - $126K
|
22.9K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.53K- 74.54% |
$114K - $126K
|
521
$41.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.54K- 5.16% |
$115K - $128K
|
28.2K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.56K- 19.46% |
$117K - $129K
|
6.45K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.63K- 53.25% |
$122K - $135K
|
1.43K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.63K- 13.4% |
$122K - $136K
|
10.6K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.65K- 15.96% |
$124K - $137K
|
8.7K
$689K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.67K- 12.55% |
$125K - $138K
|
11.6K
$922K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.7K- 3.68% |
$128K - $141K
|
44.6K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.77K- 14.33% |
$133K - $147K
|
10.6K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.8K- 3.2% |
$135K - $149K
|
54.3K
$4.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.81K- 9.83% |
$136K - $150K
|
16.6K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.83K- 7.39% |
$137K - $152K
|
22.9K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.88K- 12.48% |
$140K - $156K
|
13.2K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.88K- 3.05% |
$141K - $156K
|
59.8K
$4.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.91K- 31.49% |
$143K - $158K
|
4.16K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 3.68% |
$147K - $163K
|
51.5K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.97K- 1.88% |
$147K - $163K
|
103K
$8.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.17K- 40.53% |
$162K - $180K
|
3.18K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 21.74% |
$168K - $186K
|
8.06K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.26K- 2.18% |
$169K - $187K
|
101K
$8.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.27K- 10.88% |
$170K - $188K
|
18.6K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.31K- 12.55% |
$173K - $191K
|
16.1K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.31K- 6.68% |
$173K - $192K
|
32.3K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.33K- 35.12% |
$174K - $193K
|
4.3K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 20.88% |
$177K - $196K
|
8.94K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.45K- 31.21% |
$183K - $203K
|
5.4K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.46K- 2.55% |
$184K - $204K
|
93.8K
$7.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.51K- 6.64% |
$188K - $208K
|
35.3K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-2.53K- 31.61% |
$189K - $209K
|
5.46K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.53K- 3.89% |
$189K - $209K
|
62.3K
$4.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.65K- 6.83% |
$198K - $220K
|
36.1K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.68K- 10.0% |
$201K - $222K
|
24.1K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.71K- 2.23% |
$203K - $224K
|
118K
$9.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.73K- 47.76% |
$205K - $227K
|
2.99K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.74K- 7.31% |
$205K - $227K
|
34.7K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 31.73% |
$207K - $229K
|
5.95K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.78K- 2.21% |
$208K - $231K
|
123K
$9.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.87K- 4.34% |
$215K - $238K
|
63.1K
$5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.92K- 5.65% |
$219K - $242K
|
48.8K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.94K- 4.86% |
$220K - $243K
|
57.5K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.03K- 20.02% |
$227K - $251K
|
12.1K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.13K- 2.89% |
$235K - $260K
|
105K
$8.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.14K- 2.13% |
$235K - $261K
|
144K
$11.4M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.21K- 1.62% |
$241K - $266K
|
195K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.25K- 22.86% |
$243K - $269K
|
11K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3.3K- 7.4% |
$247K - $273K
|
41.2K
$3.27M
|