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 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
127+ 74.71% |
$9.51K - $10.5K
|
297
$23.2K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
124+ 0.12% |
$9.29K - $10.3K
|
106K
$8.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
123+ 0.79% |
$9.21K - $10.2K
|
15.7K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
119+ 3.83% |
$8.91K - $9.87K
|
3.23K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115+ 0.49% |
$8.61K - $9.54K
|
23.6K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
113+ 4.57% |
$8.46K - $9.37K
|
2.59K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
113+ 1.5% |
$8.46K - $9.37K
|
7.64K
$597K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
113+ 2.19% |
$8.46K - $9.37K
|
5.28K
$413K
|
|
|
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
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 133.33% |
$7.49K - $8.29K
|
175
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
92+ 0.61% |
$6.89K - $7.63K
|
15.1K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
90+ 0.3% |
$6.74K - $7.46K
|
30.3K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
90+ 0.42% |
$6.74K - $7.46K
|
21.4K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 0.67% |
$6.52K - $7.21K
|
13.1K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
85New |
$6.37K - $7.05K
|
85
$6.64K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
84+ 0.7% |
$6.29K - $6.97K
|
12.1K
$944K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
70+ 0.89% |
$5.24K - $5.81K
|
7.95K
$621K
|
|
|
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
$858K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
61New |
$4.57K - $5.06K
|
61
$4.77K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
60+ 0.16% |
$4.49K - $4.98K
|
37.2K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
60New |
$4.49K - $4.98K
|
60
$4.69K
|
|
|
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
$696K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 53.0% |
$3.97K - $4.4K
|
153
$12K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 1.75% |
$3.82K - $4.23K
|
2.96K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
48+ 0.23% |
$3.59K - $3.98K
|
21.1K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$3.3K - $3.65K
|
5.45K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
43+ 0.96% |
$3.22K - $3.57K
|
4.51K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42+ 0.62% |
$3.15K - $3.48K
|
6.86K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42+ 1.75% |
$3.15K - $3.48K
|
2.44K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.85K - $3.15K
|
6.15K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
37+ 53.62% |
$2.77K - $3.07K
|
106
$8.28K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
37+ 0.1% |
$2.77K - $3.07K
|
37.5K
$2.93M
|
|
|
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
$2.42K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
30+ 0.04% |
$2.25K - $2.49K
|
85.4K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 1.73% |
$2.02K - $2.24K
|
1.59K
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
26+ 0.23% |
$1.95K - $2.16K
|
11.4K
$888K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
26+ 0.93% |
$1.95K - $2.16K
|
2.83K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.71% |
$1.72K - $1.91K
|
3.26K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
23+ 0.8% |
$1.72K - $1.91K
|
2.89K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$1.5K - $1.66K
|
20
$1.56K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 0.33% |
$1.42K - $1.58K
|
5.77K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.27% |
$1.2K - $1.33K
|
5.89K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 3.72% |
$1.12K - $1.24K
|
418
$32.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11+ 24.44% |
$824 - $912
|
56
$4.38K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.84% |
$599 - $663
|
965
$75.4K
|