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 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.07KNew |
$230K - $255K
|
3.07K
$251K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.06KNew |
$229K - $254K
|
3.06K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.05K+ 13.55% |
$228K - $253K
|
25.5K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.04KNew |
$228K - $252K
|
3.04K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.04KNew |
$228K - $252K
|
3.04K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.03K+ 4.86% |
$227K - $251K
|
65.3K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.95K+ 25.01% |
$221K - $245K
|
14.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.95KNew |
$221K - $244K
|
2.95K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.93K+ 16.76% |
$220K - $243K
|
20.4K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
2.86K+ 47.7% |
$214K - $237K
|
8.86K
$726K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.86KNew |
$214K - $237K
|
2.86K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.82K+ 63.28% |
$211K - $234K
|
7.27K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.81KNew |
$210K - $233K
|
2.81K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.77KNew |
$207K - $230K
|
2.77K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.77K+ 13.63% |
$207K - $229K
|
23.1K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.71KNew |
$203K - $224K
|
2.71K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2.7K+ 2.24% |
$202K - $224K
|
123K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.68KNew |
$201K - $222K
|
2.68K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.64KNew |
$198K - $219K
|
2.64K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.63K+ 52.5% |
$197K - $218K
|
7.64K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.61K+ 100.66% |
$195K - $216K
|
5.2K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.6K+ 6.03% |
$195K - $216K
|
45.8K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.58K+ 12.0% |
$193K - $214K
|
24K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.52K+ 2.27% |
$189K - $209K
|
114K
$9.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.5KNew |
$187K - $207K
|
2.5K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 9.39% |
$184K - $203K
|
28.6K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.44K+ 14.23% |
$183K - $203K
|
19.6K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.43K+ 32.56% |
$182K - $202K
|
9.91K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.43KNew |
$182K - $201K
|
2.43K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.41K+ 39.58% |
$180K - $200K
|
8.49K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.39K+ 9.73% |
$179K - $198K
|
27K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 12.08% |
$178K - $197K
|
22.1K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.34K+ 0.17% |
$175K - $194K
|
1.37M
$112M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.3K+ 1.5% |
$172K - $191K
|
156K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.28K+ 54.95% |
$171K - $189K
|
6.43K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.28K+ 11.09% |
$171K - $189K
|
22.8K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.28K+ 1.31% |
$171K - $189K
|
176K
$14.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.27K+ 6.55% |
$170K - $188K
|
36.9K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.24K+ 18.69% |
$168K - $186K
|
14.2K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.24K+ 6.06% |
$168K - $186K
|
39.2K
$3.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.24K+ 0.81% |
$167K - $185K
|
280K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.23K+ 11.85% |
$167K - $185K
|
21K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.22K+ 58.96% |
$166K - $184K
|
5.98K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.21K+ 10.08% |
$165K - $183K
|
24.1K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2.2KNew |
$165K - $182K
|
2.2K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.18K+ 12.11% |
$163K - $181K
|
20.2K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 11.05% |
$161K - $178K
|
21.6K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.14KNew |
$160K - $177K
|
2.14K
$175K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.06KNew |
$154K - $171K
|
2.06K
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 21.49% |
$152K - $168K
|
11.5K
$940K
|