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 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
223+ 1.46% |
$16.7K - $18.5K
|
15.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
215+ 8.09% |
$16.1K - $17.8K
|
2.87K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
202+ 1.77% |
$15.1K - $16.8K
|
11.6K
$906K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198+ 1.21% |
$14.8K - $16.4K
|
16.6K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
197+ 1.31% |
$14.8K - $16.3K
|
15.2K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
193+ 0.65% |
$14.5K - $16K
|
29.7K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
190+ 2.73% |
$14.2K - $15.8K
|
7.14K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
185+ 0.51% |
$13.9K - $15.3K
|
36.7K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
177+ 6.65% |
$13.3K - $14.7K
|
2.84K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
174+ 0.62% |
$13K - $14.4K
|
28.2K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
168+ 1.74% |
$12.6K - $13.9K
|
9.81K
$764K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 25.0% |
$11.2K - $12.4K
|
750
$58.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
141+ 4.63% |
$10.6K - $11.7K
|
3.19K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
139+ 1.94% |
$10.4K - $11.5K
|
7.29K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
136+ 0.64% |
$10.2K - $11.3K
|
21.2K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
135+ 4.3% |
$10.1K - $11.2K
|
3.27K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
133+ 1.23% |
$9.96K - $11K
|
10.9K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
131New |
$9.81K - $10.9K
|
131
$10.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
127+ 74.71% |
$9.51K - $10.5K
|
297
$23.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
124+ 0.12% |
$9.29K - $10.3K
|
106K
$8.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
123+ 0.79% |
$9.21K - $10.2K
|
15.7K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
119+ 3.83% |
$8.91K - $9.87K
|
3.23K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115+ 0.49% |
$8.61K - $9.54K
|
23.6K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
113+ 4.57% |
$8.46K - $9.37K
|
2.59K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
113+ 2.19% |
$8.46K - $9.37K
|
5.28K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 5.56% |
$8.39K - $9.29K
|
2.13K
$166K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
110+ 0.66% |
$8.24K - $9.12K
|
16.7K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
101+ 0.98% |
$7.56K - $8.38K
|
10.4K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 133.33% |
$7.49K - $8.29K
|
175
$13.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
92+ 0.61% |
$6.89K - $7.63K
|
15.1K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
90+ 0.3% |
$6.74K - $7.46K
|
30.3K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
90+ 0.42% |
$6.74K - $7.46K
|
21.4K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
84+ 0.7% |
$6.29K - $6.97K
|
12.1K
$941K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 5.19% |
$5.02K - $5.56K
|
1.36K
$106K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
63+ 0.58% |
$4.72K - $5.22K
|
11K
$855K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
60New |
$4.49K - $4.98K
|
60
$4.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
60+ 0.16% |
$4.49K - $4.98K
|
37.2K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
56+ 0.39% |
$4.19K - $4.64K
|
14.4K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.62% |
$4.12K - $4.56K
|
8.9K
$693K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 53.0% |
$3.97K - $4.4K
|
153
$11.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 1.75% |
$3.82K - $4.23K
|
2.96K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$3.3K - $3.65K
|
5.45K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
43+ 0.96% |
$3.22K - $3.57K
|
4.51K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42+ 0.62% |
$3.15K - $3.48K
|
6.86K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42+ 1.75% |
$3.15K - $3.48K
|
2.44K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.85K - $3.15K
|
6.15K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
37+ 53.62% |
$2.77K - $3.07K
|
106
$8.26K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
37+ 37.76% |
$2.77K - $3.07K
|
135
$10.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
31New |
$2.32K - $2.57K
|
31
$2.41K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 1.73% |
$2.02K - $2.24K
|
1.59K
$124K
|