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
|
Churchill Management Corp
|
BUY
|
- |
15.2K+ 1.58% |
$1.14M - $1.26M
|
979K
$76.5M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
14.2KNew |
$1.06M - $1.18M
|
14.2K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14K+ 50.31% |
$1.05M - $1.16M
|
41.9K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13.7KNew |
$1.03M - $1.14M
|
13.7K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 7.71% |
$1.01M - $1.12M
|
189K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.5KNew |
$1.01M - $1.12M
|
13.5K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
13K+ 58.16% |
$973K - $1.08M
|
35.3K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.9K+ 43.69% |
$967K - $1.07M
|
42.5K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.7KNew |
$948K - $1.05M
|
12.7K
$989K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$913K - $1.01M
|
12.2K
$953K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
11.8KNew |
$884K - $979K
|
11.8K
$922K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 491.84% |
$871K - $965K
|
14K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
11.5K+ 26.6% |
$865K - $958K
|
54.9K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
11.3KNew |
$843K - $933K
|
11.3K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.2K+ 174.73% |
$840K - $930K
|
17.6K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
11KNew |
$824K - $912K
|
11K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
10.7K+ 223.55% |
$801K - $887K
|
15.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$800K - $886K
|
10.7K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.7K+ 67.13% |
$798K - $884K
|
26.5K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.3KNew |
$770K - $853K
|
10.3K
$804K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.65K+ 15.73% |
$723K - $800K
|
71K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
9.59KNew |
$718K - $795K
|
9.59K
$749K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.51K+ 20.49% |
$712K - $788K
|
55.9K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.2KNew |
$689K - $763K
|
9.2K
$719K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.71K+ 8.14% |
$652K - $722K
|
116K
$9.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.59K+ 85.97% |
$643K - $713K
|
18.6K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.54K+ 123.53% |
$640K - $708K
|
15.5K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.49KNew |
$636K - $704K
|
8.49K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.33K+ 220.81% |
$624K - $691K
|
12.1K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.19K+ 2.82% |
$613K - $679K
|
299K
$23.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.62K+ 85.24% |
$571K - $632K
|
16.6K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.22KNew |
$541K - $599K
|
7.22K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.12K+ 54.72% |
$533K - $591K
|
20.1K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.92K+ 3.08% |
$518K - $574K
|
231K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.91K+ 15.41% |
$517K - $573K
|
51.7K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.9KNew |
$517K - $573K
|
6.9K
$539K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.71KNew |
$503K - $557K
|
6.71K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.63KNew |
$496K - $550K
|
6.63K
$518K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.51K+ 9.13% |
$488K - $540K
|
77.9K
$6.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.42KNew |
$481K - $533K
|
6.42K
$502K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.41KNew |
$480K - $532K
|
6.41K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.4K+ 10.14% |
$479K - $531K
|
69.5K
$5.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6K+ 46.17% |
$450K - $498K
|
19K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.91K+ 13.45% |
$442K - $490K
|
49.8K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.87KNew |
$440K - $487K
|
5.87K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.82K+ 5.67% |
$436K - $482K
|
108K
$8.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.73K+ 11.76% |
$429K - $475K
|
54.5K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.7K+ 3.76% |
$427K - $473K
|
157K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.59KNew |
$418K - $463K
|
5.59K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5.46KNew |
$409K - $453K
|
5.46K
$426K
|