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 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.48K- 69.71% |
$710K - $787K
|
4.12K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.53K- 21.05% |
$713K - $790K
|
35.7K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-9.72K- 74.61% |
$728K - $806K
|
3.31K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-9.84K- 22.16% |
$737K - $816K
|
34.5K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.1K- 10.94% |
$758K - $840K
|
82.5K
$6.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.2K- 29.66% |
$767K - $850K
|
24.3K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 8.22% |
$785K - $869K
|
117K
$9.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1K- 48.11% |
$835K - $924K
|
12K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11.8K- 43.58% |
$881K - $976K
|
15.2K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-11.9K- 87.82% |
$891K - $987K
|
1.65K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.4K- 10.71% |
$930K - $1.03M
|
103K
$8.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 24.24% |
$942K - $1.04M
|
39.3K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 21.47% |
$974K - $1.08M
|
47.6K
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-13.8K- 44.68% |
$1.03M - $1.14M
|
17.1K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14K- 52.39% |
$1.05M - $1.16M
|
12.7K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.2K- 99.92% |
$1.06M - $1.18M
|
11
$872
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-14.9K- 90.19% |
$1.12M - $1.24M
|
1.62K
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-15.4K- 52.25% |
$1.15M - $1.28M
|
14.1K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.7K- 20.39% |
$1.18M - $1.3M
|
61.4K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.6K- 79.31% |
$1.24M - $1.38M
|
4.33K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.8K- 9.78% |
$1.26M - $1.39M
|
155K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17K- 40.86% |
$1.28M - $1.41M
|
24.7K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.7K- 41.59% |
$1.33M - $1.47M
|
24.9K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18K- 22.6% |
$1.35M - $1.49M
|
61.6K
$4.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.1K- 43.36% |
$1.36M - $1.5M
|
23.7K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-18.8K- 16.48% |
$1.41M - $1.56M
|
95.1K
$7.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-19.8K- 12.4% |
$1.48M - $1.64M
|
140K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 28.52% |
$1.48M - $1.64M
|
49.7K
$3.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 77.12% |
$1.49M - $1.65M
|
5.89K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 45.31% |
$1.53M - $1.69M
|
24.6K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.8K- 54.8% |
$1.56M - $1.73M
|
17.2K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-24K- 43.37% |
$1.8M - $1.99M
|
31.4K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25.1K- 46.82% |
$1.88M - $2.08M
|
28.5K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-27K- 59.23% |
$2.02M - $2.24M
|
18.6K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.4K- 37.13% |
$2.05M - $2.27M
|
46.4K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-27.9K- 90.58% |
$2.09M - $2.31M
|
2.9K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-29K- 89.15% |
$2.17M - $2.4M
|
3.53K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32K- 8.92% |
$2.39M - $2.65M
|
327K
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-33.4K- 86.41% |
$2.5M - $2.77M
|
5.25K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34.5K- 85.3% |
$2.59M - $2.86M
|
5.95K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-35K- 99.96% |
$2.62M - $2.9M
|
14
$1.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-36.5K- 20.32% |
$2.73M - $3.03M
|
143K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37K- 0.66% |
$2.77M - $3.07M
|
5.59M
$443M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.1K- 11.34% |
$2.93M - $3.24M
|
306K
$24.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.9K- 64.1% |
$2.99M - $3.31M
|
22.4K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-40.9K- 88.67% |
$3.07M - $3.4M
|
5.23K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.2K- 73.4% |
$3.39M - $3.75M
|
16.4K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-49K- 32.64% |
$3.67M - $4.06M
|
101K
$8.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-51.2K- 56.8% |
$3.83M - $4.24M
|
38.9K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57.5K- 76.76% |
$4.31M - $4.77M
|
17.4K
$1.38M
|