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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.4K+ 2.83% |
$404K - $447K
|
196K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
5.01K+ 16.45% |
$375K - $415K
|
35.5K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.93KNew |
$370K - $409K
|
4.93K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.93KNew |
$369K - $408K
|
4.93K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.92KNew |
$369K - $408K
|
4.92K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$368K - $408K
|
4.92K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.88K+ 227.06% |
$365K - $404K
|
7.02K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.8KNew |
$359K - $398K
|
4.8K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.78KNew |
$358K - $397K
|
4.78K
$374K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.71KNew |
$353K - $391K
|
4.71K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.6K+ 7.46% |
$344K - $381K
|
66.2K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.18K+ 20.01% |
$313K - $346K
|
25.1K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.11K+ 20.0% |
$307K - $341K
|
24.6K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.1KNew |
$307K - $340K
|
4.1K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.08KNew |
$306K - $339K
|
4.08K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.05K+ 13.03% |
$303K - $336K
|
35.1K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.04K+ 4.08% |
$302K - $335K
|
103K
$8.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.03K+ 26.48% |
$302K - $334K
|
19.3K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.94KNew |
$295K - $327K
|
3.94K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.87KNew |
$290K - $321K
|
3.87K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.77K+ 13.44% |
$283K - $313K
|
31.9K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.7K+ 22.17% |
$277K - $307K
|
20.4K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.66K+ 27.35% |
$274K - $304K
|
17K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
3.66KNew |
$274K - $303K
|
3.66K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.61K+ 44.18% |
$271K - $300K
|
11.8K
$922K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.58K+ 5.56% |
$268K - $297K
|
67.9K
$5.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$262K - $290K
|
3.5K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.49KNew |
$262K - $290K
|
3.49K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.47K+ 17.38% |
$260K - $288K
|
23.4K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.35KNew |
$251K - $278K
|
3.35K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.27KNew |
$245K - $271K
|
3.27K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.26K+ 1637.19% |
$244K - $270K
|
3.46K
$270K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.25K+ 6.39% |
$243K - $269K
|
54.1K
$4.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.24KNew |
$242K - $268K
|
3.24K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.22KNew |
$241K - $267K
|
3.22K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.22K+ 5.35% |
$241K - $267K
|
63.4K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.08KNew |
$231K - $255K
|
3.08K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 9.28% |
$231K - $255K
|
36.3K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.07KNew |
$230K - $255K
|
3.07K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.03K+ 4.86% |
$227K - $251K
|
65.3K
$5.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.95K+ 25.01% |
$221K - $245K
|
14.7K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
2.86K+ 47.7% |
$214K - $237K
|
8.86K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.82K+ 63.28% |
$211K - $234K
|
7.27K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.77K+ 13.63% |
$207K - $229K
|
23.1K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.71KNew |
$203K - $224K
|
2.71K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2.7K+ 2.24% |
$202K - $224K
|
123K
$9.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.64KNew |
$198K - $219K
|
2.64K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.63K+ 52.5% |
$197K - $218K
|
7.64K
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 9.39% |
$184K - $203K
|
28.6K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.43K+ 32.56% |
$182K - $202K
|
9.91K
$774K
|