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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.53K- 21.05% |
$713K - $790K
|
35.7K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-9.72K- 74.61% |
$728K - $806K
|
3.31K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-9.84K- 22.16% |
$737K - $816K
|
34.5K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-10.1K- 29.08% |
$754K - $835K
|
24.6K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.1K- 10.94% |
$758K - $840K
|
82.5K
$6.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.2K- 29.66% |
$767K - $850K
|
24.3K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 8.22% |
$785K - $869K
|
117K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-10.7K- 18.04% |
$800K - $886K
|
48.5K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.1K- 42.99% |
$833K - $922K
|
14.8K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1K- 48.11% |
$835K - $924K
|
12K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11.8K- 43.58% |
$881K - $976K
|
15.2K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-11.9K- 87.82% |
$891K - $987K
|
1.65K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.9K- 61.56% |
$891K - $987K
|
7.43K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.4K- 10.71% |
$930K - $1.03M
|
103K
$8.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 24.24% |
$942K - $1.04M
|
39.3K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 21.47% |
$974K - $1.08M
|
47.6K
$3.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-13.8K- 44.68% |
$1.03M - $1.14M
|
17.1K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14K- 52.39% |
$1.05M - $1.16M
|
12.7K
$987K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.2K- 99.92% |
$1.06M - $1.18M
|
11
$855
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.6K- 14.13% |
$1.09M - $1.21M
|
88.6K
$6.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-14.9K- 90.19% |
$1.12M - $1.24M
|
1.62K
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-15.4K- 52.25% |
$1.15M - $1.28M
|
14.1K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.7K- 20.39% |
$1.18M - $1.3M
|
61.4K
$4.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.6K- 79.31% |
$1.24M - $1.38M
|
4.33K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.8K- 9.78% |
$1.26M - $1.39M
|
155K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-16.9K- 13.24% |
$1.27M - $1.4M
|
111K
$8.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17K- 40.86% |
$1.28M - $1.41M
|
24.7K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-17.5K- 66.24% |
$1.31M - $1.45M
|
8.91K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.7K- 41.59% |
$1.33M - $1.47M
|
24.9K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-17.9K- 84.52% |
$1.34M - $1.49M
|
3.28K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18K- 22.6% |
$1.35M - $1.49M
|
61.6K
$4.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.1K- 43.36% |
$1.36M - $1.5M
|
23.7K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-18.8K- 16.48% |
$1.41M - $1.56M
|
95.1K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-19.8K- 12.4% |
$1.48M - $1.64M
|
140K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 28.52% |
$1.48M - $1.64M
|
49.7K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 77.12% |
$1.49M - $1.65M
|
5.89K
$458K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20K- 45.64% |
$1.5M - $1.66M
|
23.8K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 45.31% |
$1.53M - $1.69M
|
24.6K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.8K- 54.8% |
$1.56M - $1.73M
|
17.2K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-22.5K- 10.58% |
$1.68M - $1.86M
|
190K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-24K- 43.37% |
$1.8M - $1.99M
|
31.4K
$2.44M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-24.8K- 14.92% |
$1.86M - $2.06M
|
141K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25.1K- 46.82% |
$1.88M - $2.08M
|
28.5K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-27K- 59.23% |
$2.02M - $2.24M
|
18.6K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.4K- 37.13% |
$2.05M - $2.27M
|
46.4K
$3.61M
|
|
|
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
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-28.3K- 12.07% |
$2.12M - $2.35M
|
206K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-29K- 89.15% |
$2.17M - $2.4M
|
3.53K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-29.5K- 91.5% |
$2.21M - $2.45M
|
2.74K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-29.8K- 37.41% |
$2.23M - $2.47M
|
49.9K
$3.88M
|