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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.82K- 6.19% |
$360K - $387K
|
73K
$6.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.93K- 9.21% |
$368K - $396K
|
48.6K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.02K- 9.51% |
$375K - $403K
|
47.7K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.08K- 52.32% |
$380K - $408K
|
4.63K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.41K- 55.18% |
$404K - $435K
|
4.4K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.55K- 4.5% |
$414K - $445K
|
118K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-6.04K- 86.62% |
$451K - $485K
|
932
$80.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.06K- 24.96% |
$453K - $487K
|
18.2K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.2K- 30.78% |
$463K - $498K
|
13.9K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-6.2K- 60.7% |
$463K - $498K
|
4.02K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.32K- 6.24% |
$472K - $507K
|
94.9K
$8.17M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.36K- 51.25% |
$475K - $510K
|
6.05K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.78K- 3.6% |
$506K - $544K
|
182K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.04K- 40.11% |
$526K - $565K
|
10.5K
$906K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.12K- 99.71% |
$532K - $572K
|
21
$1.81K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-7.18K- 37.34% |
$537K - $577K
|
12.1K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.22K- 8.15% |
$539K - $579K
|
81.4K
$7.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.33K- 59.91% |
$547K - $588K
|
4.9K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.33K- 5.23% |
$548K - $588K
|
133K
$11.5M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.33K- 5.23% |
$548K - $588K
|
133K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-7.34K- 21.08% |
$548K - $589K
|
27.5K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.22K- 22.22% |
$614K - $660K
|
28.8K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.58K- 15.75% |
$641K - $689K
|
45.9K
$3.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-8.81K- 3.61% |
$658K - $707K
|
236K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-8.98K- 4.36% |
$671K - $721K
|
197K
$17M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-9.11K- 99.08% |
$681K - $732K
|
85
$7.33K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.17K- 22.33% |
$685K - $736K
|
31.9K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.32K- 76.97% |
$696K - $748K
|
2.79K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.51K- 38.05% |
$710K - $763K
|
15.5K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-9.89K- 5.6% |
$738K - $793K
|
167K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.1K- 10.9% |
$756K - $812K
|
82.7K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-10.2K- 7.34% |
$765K - $822K
|
129K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-10.5K- 81.64% |
$784K - $843K
|
2.36K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.5K- 25.16% |
$787K - $845K
|
31.3K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.7K- 2.63% |
$799K - $859K
|
397K
$34.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11K- 72.08% |
$820K - $882K
|
4.25K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-11K- 14.29% |
$823K - $884K
|
66.1K
$5.69M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-11.1K- 59.82% |
$826K - $888K
|
7.43K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.8K- 19.18% |
$880K - $946K
|
49.6K
$4.28M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12K- 10.3% |
$900K - $967K
|
105K
$9.04M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-12.4K- 15.04% |
$930K - $999K
|
70.3K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-12.5K- 48.36% |
$937K - $1.01M
|
13.4K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-12.6K- 71.23% |
$938K - $1.01M
|
5.07K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-12.6K- 35.6% |
$939K - $1.01M
|
22.7K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13.1K- 67.94% |
$978K - $1.05M
|
6.18K
$532K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13.2K- 68.1% |
$985K - $1.06M
|
6.18K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-13.3K- 53.22% |
$996K - $1.07M
|
11.7K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-13.3K- 64.53% |
$996K - $1.07M
|
7.33K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.6K- 19.28% |
$1.02M - $1.09M
|
57K
$4.91M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14K- 26.43% |
$1.04M - $1.12M
|
38.9K
$3.35M
|