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 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
79.1KNew |
$5.91M - $6.35M
|
79.1K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
76.1KNew |
$5.69M - $6.11M
|
76.1K
$6.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74KNew |
$5.53M - $5.94M
|
74K
$6.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.1K+ 9.7% |
$5.31M - $5.71M
|
805K
$69.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
70.4KNew |
$5.26M - $5.65M
|
70.4K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
69.7K+ 27.94% |
$5.21M - $5.6M
|
319K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
69.5K+ 457.56% |
$5.19M - $5.58M
|
84.7K
$7.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
69.5KNew |
$5.19M - $5.58M
|
69.5K
$5.99M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
65.3K+ 354.54% |
$4.88M - $5.25M
|
83.8K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.1K+ 31.81% |
$4.86M - $5.23M
|
270K
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
63.2KNew |
$4.72M - $5.07M
|
63.2K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
62.4K+ 1045.34% |
$4.66M - $5.01M
|
68.4K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
62.1KNew |
$4.64M - $4.99M
|
62.1K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
61.8KNew |
$4.62M - $4.96M
|
61.8K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
60.2K+ 585.23% |
$4.5M - $4.83M
|
70.5K
$6.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
58KNew |
$4.34M - $4.66M
|
58K
$5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
56K+ 13.76% |
$4.18M - $4.49M
|
463K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
55.3KNew |
$4.13M - $4.44M
|
55.3K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
54.5KNew |
$4.07M - $4.38M
|
54.5K
$4.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
54.5K+ 195.47% |
$4.07M - $4.37M
|
82.3K
$7.1M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
50.7K+ 1529.03% |
$3.79M - $4.07M
|
54K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
49.9K+ 85.92% |
$3.73M - $4M
|
108K
$9.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.3K+ 200.23% |
$3.69M - $3.96M
|
74K
$6.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
49KNew |
$3.66M - $3.93M
|
49K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
48.5KNew |
$3.62M - $3.89M
|
48.5K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
46.9KNew |
$3.5M - $3.76M
|
46.9K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
46K+ 25.2% |
$3.43M - $3.69M
|
228K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
46K+ 84.37% |
$3.43M - $3.69M
|
100K
$8.65M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.8K+ 1.89% |
$3.42M - $3.68M
|
2.47M
$213M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
45.6KNew |
$3.4M - $3.66M
|
45.6K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
41.2KNew |
$3.08M - $3.31M
|
41.2K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
39.3K+ 108.07% |
$2.94M - $3.15M
|
75.7K
$6.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7KNew |
$2.89M - $3.11M
|
38.7K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
38.5KNew |
$2.88M - $3.09M
|
38.5K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
37.7KNew |
$2.82M - $3.03M
|
37.7K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
37.7KNew |
$2.82M - $3.03M
|
37.7K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
37.3KNew |
$2.79M - $2.99M
|
37.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
36.6K+ 140.78% |
$2.74M - $2.94M
|
62.7K
$5.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
36.3KNew |
$2.71M - $2.91M
|
36.3K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
34KNew |
$2.54M - $2.73M
|
34K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
33.6K+ 56.25% |
$2.51M - $2.7M
|
93.4K
$8.05M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
33.2K+ 194.82% |
$2.48M - $2.67M
|
50.3K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
33.2KNew |
$2.48M - $2.66M
|
33.2K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.8K+ 9.18% |
$2.45M - $2.63M
|
390K
$33.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32KNew |
$2.39M - $2.57M
|
32K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
31.4KNew |
$2.35M - $2.52M
|
31.4K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$2.28M - $2.45M
|
30.5K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
30.4K+ 21.06% |
$2.27M - $2.44M
|
175K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
29.3K+ 1775.76% |
$2.19M - $2.35M
|
31K
$2.67M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
28.9KNew |
$2.16M - $2.32M
|
28.9K
$2.49M
|