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 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-57.9K- 98.59% |
$4.34M - $4.81M
|
831
$65.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-59.7K- 95.42% |
$4.47M - $4.95M
|
2.86K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-60K- 91.39% |
$4.49M - $4.97M
|
5.65K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.9K- 18.75% |
$4.64M - $5.13M
|
268K
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-65.5K- 95.18% |
$4.9M - $5.43M
|
3.31K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-74.1K- 42.37% |
$5.55M - $6.15M
|
101K
$7.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-75.8K- 44.95% |
$5.68M - $6.29M
|
92.8K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.1K- 75.26% |
$5.78M - $6.4M
|
25.4K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85.4K- 99.63% |
$6.4M - $7.09M
|
317
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-87.1K- 28.97% |
$6.52M - $7.22M
|
213K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-94.4K- 96.53% |
$7.07M - $7.83M
|
3.39K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-98.5K- 27.78% |
$7.37M - $8.17M
|
256K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-103K- 77.97% |
$7.7M - $8.52M
|
29K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-108K- 78.86% |
$8.09M - $8.96M
|
29K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 11.62% |
$8.92M - $9.88M
|
906K
$71.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-136K- 3.37% |
$10.2M - $11.3M
|
3.92M
$310M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-140KClosed |
$10.5M - $11.6M
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-153K- 96.79% |
$11.4M - $12.7M
|
5.06K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-159K- 52.43% |
$11.9M - $13.2M
|
144K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-164K- 31.42% |
$12.2M - $13.6M
|
357K
$28.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-171K- 82.49% |
$12.8M - $14.2M
|
36.4K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-173K- 84.92% |
$12.9M - $14.3M
|
30.6K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-173K- 57.16% |
$13M - $14.4M
|
130K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-227K- 66.33% |
$17M - $18.8M
|
115K
$9.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-236K- 83.11% |
$17.6M - $19.5M
|
47.9K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-311K- 20.05% |
$23.3M - $25.8M
|
1.24M
$98.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-403K- 93.17% |
$30.2M - $33.4M
|
29.5K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-423K- 98.4% |
$31.7M - $35.1M
|
6.9K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-493K- 98.67% |
$36.9M - $40.9M
|
6.64K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-585K- 76.24% |
$43.8M - $48.5M
|
182K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.17M- 67.57% |
$87.5M - $96.9M
|
561K
$44.4M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1.22M- 98.96% |
$91.6M - $101M
|
12.9K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.27M- 82.13% |
$94.9M - $105M
|
275K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 14.76% |
$95.4M - $106M
|
7.36M
$583M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.37M- 70.83% |
$103M - $114M
|
564K
$44.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.44M- 62.57% |
$108M - $119M
|
859K
$68.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.69M- 49.33% |
$127M - $140M
|
1.74M
$138M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.72M- 42.48% |
$129M - $143M
|
2.33M
$185M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.81M- 51.77% |
$135M - $150M
|
1.68M
$133M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.81M- 74.02% |
$210M - $233M
|
985K
$78.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.8M- 99.88% |
$887M - $982M
|
14.8K
$1.17M
|