Purchases and Sales Made in Q1 2025 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-291- 43.5% |
$21.7K - $23.4K
|
378
$32.6K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 2.15% |
$22.3K - $24K
|
13.6K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-300- 4.3% |
$22.4K - $24.1K
|
6.68K
$576K
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-300- 5.49% |
$22.4K - $24.1K
|
5.16K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 3.34% |
$22.4K - $24.1K
|
8.67K
$747K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-306- 4.46% |
$22.9K - $24.6K
|
6.56K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-316- 1.04% |
$23.6K - $25.4K
|
30K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-320- 7.82% |
$23.9K - $25.7K
|
3.77K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-320- 1.26% |
$23.9K - $25.7K
|
25.2K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-321- 7.3% |
$24K - $25.8K
|
4.08K
$351K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-324- 5.59% |
$24.2K - $26K
|
5.47K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-325- 2.67% |
$24.3K - $26.1K
|
11.9K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-327- 0.74% |
$24.4K - $26.2K
|
43.8K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-337- 7.15% |
$25.2K - $27.1K
|
4.38K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-338- 1.87% |
$25.2K - $27.1K
|
17.7K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-342- 2.75% |
$25.5K - $27.5K
|
12.1K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-343- 0.67% |
$25.6K - $27.5K
|
50.7K
$4.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-350- 21.6% |
$26.1K - $28.1K
|
1.27K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-353- 1.24% |
$26.4K - $28.3K
|
28.2K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-364- 3.52% |
$27.2K - $29.2K
|
9.98K
$860K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-369- 0.24% |
$27.6K - $29.6K
|
154K
$13.3M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-376- 5.33% |
$28.1K - $30.2K
|
6.67K
$575K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-401- 1.8% |
$30K - $32.2K
|
21.9K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-401- 58.12% |
$30K - $32.2K
|
289
$24.9K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-402- 9.07% |
$30K - $32.3K
|
4.03K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-405- 2.32% |
$30.3K - $32.5K
|
17.1K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-416- 3.75% |
$31.1K - $33.4K
|
10.7K
$919K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-418- 79.47% |
$31.2K - $33.6K
|
108
$9.31K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-427- 2.04% |
$31.9K - $34.3K
|
20.5K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-439- 8.61% |
$32.8K - $35.2K
|
4.66K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-446- 7.74% |
$33.3K - $35.8K
|
5.32K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-450- 2.04% |
$33.6K - $36.1K
|
21.7K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-453- 54.51% |
$33.8K - $36.4K
|
378
$32.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-466- 8.15% |
$34.8K - $37.4K
|
5.25K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-474- 11.76% |
$35.4K - $38K
|
3.56K
$307K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-500- 59.88% |
$37.4K - $40.1K
|
335
$28.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-511- 18.79% |
$38.2K - $41K
|
2.21K
$190K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-518- 1.92% |
$38.7K - $41.6K
|
26.5K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-526- 4.8% |
$39.3K - $42.2K
|
10.4K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-528- 16.66% |
$39.4K - $42.4K
|
2.64K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-531- 3.7% |
$39.7K - $42.6K
|
13.8K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-533- 12.9% |
$39.8K - $42.8K
|
3.6K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-549- 19.35% |
$41K - $44.1K
|
2.29K
$197K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-550- 11.33% |
$41.1K - $44.1K
|
4.3K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 71.04% |
$41.2K - $44.3K
|
225
$19.4K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-553- 10.13% |
$41.3K - $44.4K
|
4.91K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-556- 1.4% |
$41.5K - $44.6K
|
39.1K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-561- 4.67% |
$41.9K - $45K
|
11.5K
$988K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-564- 3.94% |
$42.1K - $45.3K
|
13.8K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-569- 1.31% |
$42.5K - $45.7K
|
42.8K
$3.69M
|