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 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-126- 2.45% |
$9.44K - $10.4K
|
5.02K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-130- 3.08% |
$9.74K - $10.8K
|
4.09K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-130- 8.2% |
$9.74K - $10.8K
|
1.46K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-131- 3.43% |
$9.81K - $10.9K
|
3.69K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-133- 6.02% |
$9.96K - $11K
|
2.08K
$162K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-135- 2.26% |
$10.1K - $11.2K
|
5.83K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-136- 1.08% |
$10.2K - $11.3K
|
12.4K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-138- 3.94% |
$10.3K - $11.4K
|
3.36K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-144- 0.92% |
$10.8K - $11.9K
|
15.5K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-144- 1.12% |
$10.8K - $11.9K
|
12.7K
$986K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-153- 0.68% |
$11.5K - $12.7K
|
22.3K
$1.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-155- 3.01% |
$11.6K - $12.9K
|
4.99K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-156- 5.37% |
$11.7K - $12.9K
|
2.75K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-169- 0.83% |
$12.7K - $14K
|
20.3K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-175- 3.19% |
$13.1K - $14.5K
|
5.32K
$414K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-175- 15.77% |
$13.1K - $14.5K
|
935
$72.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 4.76% |
$13.5K - $14.9K
|
3.6K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-182- 2.23% |
$13.6K - $15.1K
|
7.99K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-200- 4.16% |
$15K - $16.6K
|
4.61K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-202- 2.11% |
$15.1K - $16.8K
|
9.36K
$728K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-209- 4.34% |
$15.7K - $17.3K
|
4.61K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-209- 5.4% |
$15.7K - $17.3K
|
3.66K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-210- 3.64% |
$15.7K - $17.4K
|
5.57K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-220- 29.89% |
$16.5K - $18.2K
|
516
$40.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-227- 1.84% |
$17K - $18.8K
|
12.1K
$942K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-240- 4.7% |
$18K - $19.9K
|
4.87K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-241- 16.82% |
$18K - $20K
|
1.19K
$92.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-250- 1.75% |
$18.7K - $20.7K
|
14K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250- 0.55% |
$18.7K - $20.7K
|
44.8K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-253- 1.98% |
$18.9K - $21K
|
12.6K
$976K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-253- 32.48% |
$18.9K - $21K
|
526
$40.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-255- 0.67% |
$19.1K - $21.1K
|
37.9K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-259- 11.77% |
$19.4K - $21.5K
|
1.94K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-270- 0.39% |
$20.2K - $22.4K
|
68.6K
$5.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-270- 2.87% |
$20.2K - $22.4K
|
9.14K
$711K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-281- 3.06% |
$21K - $23.3K
|
8.89K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-282- 6.11% |
$21.1K - $23.4K
|
4.33K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-283- 20.87% |
$21.2K - $23.5K
|
1.07K
$83.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-284- 6.9% |
$21.3K - $23.6K
|
3.83K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-295- 5.27% |
$22.1K - $24.5K
|
5.31K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-298- 2.41% |
$22.3K - $24.7K
|
12.1K
$940K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-305- 2.45% |
$22.8K - $25.3K
|
12.1K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-314- 1.15% |
$23.5K - $26K
|
27K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-338- 6.2% |
$25.3K - $28K
|
5.12K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-341- 3.29% |
$25.5K - $28.3K
|
10K
$779K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-356- 23.13% |
$26.7K - $29.5K
|
1.18K
$92K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-368- 6.27% |
$27.6K - $30.5K
|
5.5K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-368- 1.33% |
$27.6K - $30.5K
|
27.4K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-370- 13.68% |
$27.7K - $30.7K
|
2.33K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-370- 4.42% |
$27.7K - $30.7K
|
8K
$622K
|