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 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.31K- 6.68% |
$173K - $192K
|
32.3K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.33K- 35.12% |
$174K - $193K
|
4.3K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 20.88% |
$177K - $196K
|
8.94K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.45K- 31.21% |
$183K - $203K
|
5.4K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.46K- 2.55% |
$184K - $204K
|
93.8K
$7.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.51K- 6.64% |
$188K - $208K
|
35.3K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.53K- 3.89% |
$189K - $209K
|
62.3K
$5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-2.53K- 31.61% |
$189K - $209K
|
5.46K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.65K- 6.83% |
$198K - $220K
|
36.1K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.68K- 10.0% |
$201K - $222K
|
24.1K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.71K- 2.23% |
$203K - $224K
|
118K
$9.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.73K- 47.76% |
$205K - $227K
|
2.99K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.74K- 7.31% |
$205K - $227K
|
34.7K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 31.73% |
$207K - $229K
|
5.95K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.78K- 2.21% |
$208K - $231K
|
123K
$9.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.82K- 6.96% |
$211K - $234K
|
37.7K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.87K- 4.34% |
$215K - $238K
|
63.1K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.92K- 5.65% |
$219K - $242K
|
48.8K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.94K- 4.86% |
$220K - $243K
|
57.5K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.02K- 47.63% |
$226K - $250K
|
3.32K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.03K- 20.02% |
$227K - $251K
|
12.1K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 14.77% |
$234K - $259K
|
18K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.13K- 2.89% |
$235K - $260K
|
105K
$8.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.14K- 2.13% |
$235K - $261K
|
144K
$11.6M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.21K- 1.62% |
$241K - $266K
|
195K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.25K- 22.86% |
$243K - $269K
|
11K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3.3K- 7.4% |
$247K - $273K
|
41.2K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.47K- 36.88% |
$260K - $287K
|
5.93K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.5K- 4.27% |
$262K - $291K
|
78.5K
$6.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.59K- 39.28% |
$269K - $298K
|
5.55K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.68K- 50.77% |
$276K - $305K
|
3.57K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.72K- 26.45% |
$279K - $308K
|
10.3K
$830K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-3.72K- 21.42% |
$279K - $309K
|
13.7K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3.83K- 10.0% |
$287K - $318K
|
34.5K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.95K- 11.08% |
$296K - $328K
|
31.7K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.23K- 35.46% |
$317K - $351K
|
7.7K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.27K- 13.9% |
$320K - $354K
|
26.5K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.34K- 1.91% |
$325K - $360K
|
223K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.64K- 11.97% |
$347K - $385K
|
34.1K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4.7K- 44.05% |
$352K - $390K
|
5.97K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.78K- 5.75% |
$358K - $396K
|
78.3K
$6.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.07K- 43.96% |
$380K - $421K
|
6.47K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.35K- 5.33% |
$401K - $444K
|
95.1K
$7.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.38K- 14.79% |
$403K - $446K
|
31K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.48K- 10.8% |
$410K - $454K
|
45.2K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-5.64K- 16.49% |
$422K - $468K
|
28.6K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.69K- 4.93% |
$426K - $472K
|
110K
$8.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.88K- 4.03% |
$441K - $488K
|
140K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-6.22K- 28.1% |
$466K - $516K
|
15.9K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.25K- 88.65% |
$468K - $518K
|
800
$64.2K
|