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 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-87.1K- 28.97% |
$6.52M - $7.22M
|
213K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-89.5K- 63.17% |
$6.7M - $7.42M
|
52.2K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-94.4K- 96.53% |
$7.07M - $7.83M
|
3.39K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-98.5K- 27.78% |
$7.37M - $8.17M
|
256K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-99K- 88.69% |
$7.42M - $8.21M
|
12.6K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-103K- 77.97% |
$7.7M - $8.52M
|
29K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-108K- 78.86% |
$8.09M - $8.96M
|
29K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-112K- 12.84% |
$8.4M - $9.3M
|
762K
$61.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 11.62% |
$8.92M - $9.88M
|
906K
$72.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-120K- 27.29% |
$9M - $9.97M
|
320K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-124K- 21.68% |
$9.3M - $10.3M
|
448K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-125K- 62.76% |
$9.34M - $10.3M
|
74K
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-136K- 3.37% |
$10.2M - $11.3M
|
3.92M
$314M
|
|
|
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
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-159K- 52.43% |
$11.9M - $13.2M
|
144K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-164K- 31.42% |
$12.2M - $13.6M
|
357K
$28.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-171K- 82.49% |
$12.8M - $14.2M
|
36.4K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-173K- 84.92% |
$12.9M - $14.3M
|
30.6K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-173K- 57.16% |
$13M - $14.4M
|
130K
$10.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-179K- 70.26% |
$13.4M - $14.9M
|
75.9K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-194K- 97.13% |
$14.5M - $16.1M
|
5.74K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-206K- 48.87% |
$15.4M - $17.1M
|
215K
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-227K- 66.33% |
$17M - $18.8M
|
115K
$9.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-229K- 27.41% |
$17.2M - $19M
|
608K
$48.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-236K- 83.11% |
$17.6M - $19.5M
|
47.9K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-264K- 7.94% |
$19.8M - $21.9M
|
3.06M
$246M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-268K- 39.14% |
$20.1M - $22.2M
|
417K
$33.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-311K- 20.05% |
$23.3M - $25.8M
|
1.24M
$99.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-403K- 93.17% |
$30.2M - $33.4M
|
29.5K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-423K- 98.4% |
$31.7M - $35.1M
|
6.9K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-481K- 3.45% |
$36M - $39.9M
|
13.5M
$1.08B
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-493K- 98.67% |
$36.9M - $40.9M
|
6.64K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-585K- 76.24% |
$43.8M - $48.5M
|
182K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-773K- 76.76% |
$57.9M - $64.1M
|
234K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-870K- 86.1% |
$65.2M - $72.2M
|
140K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-879K- 26.63% |
$65.8M - $72.9M
|
2.42M
$194M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.06M- 75.75% |
$79.6M - $88.1M
|
340K
$27.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.17M- 67.57% |
$87.5M - $96.9M
|
561K
$45M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1.22M- 98.96% |
$91.6M - $101M
|
12.9K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.27M- 82.13% |
$94.9M - $105M
|
275K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 14.76% |
$95.4M - $106M
|
7.36M
$590M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.37M- 70.83% |
$103M - $114M
|
564K
$45.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.37M- 99.9% |
$103M - $114M
|
1.43K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.44M- 62.57% |
$108M - $119M
|
859K
$68.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.69M- 49.33% |
$127M - $140M
|
1.74M
$140M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.72M- 42.48% |
$129M - $143M
|
2.33M
$187M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.81M- 51.77% |
$135M - $150M
|
1.68M
$135M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.81M- 74.02% |
$210M - $233M
|
985K
$79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26M- 24.27% |
$244M - $270M
|
10.2M
$815M
|