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 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.4K- 14.29% |
$1.08M - $1.16M
|
86.4K
$7.45M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14.9K- 79.59% |
$1.12M - $1.2M
|
3.83K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-15K- 26.24% |
$1.12M - $1.2M
|
42.2K
$3.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.1K- 15.19% |
$1.13M - $1.21M
|
84.4K
$7.27M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-15.3K- 48.65% |
$1.14M - $1.23M
|
16.1K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-15.6K- 80.55% |
$1.17M - $1.25M
|
3.77K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.6K- 36.07% |
$1.17M - $1.25M
|
27.7K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.5K- 42.55% |
$1.23M - $1.32M
|
22.3K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-16.6K- 57.17% |
$1.24M - $1.33M
|
12.4K
$1.07M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-16.6K- 57.17% |
$1.24M - $1.33M
|
12.4K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-16.7K- 1.35% |
$1.25M - $1.34M
|
1.22M
$105M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-18.2K- 52.79% |
$1.36M - $1.46M
|
16.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-18.4K- 53.03% |
$1.37M - $1.48M
|
16.3K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.4K- 11.91% |
$1.38M - $1.48M
|
136K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-18.6K- 99.99% |
$1.39M - $1.49M
|
1
$86.2
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-19.6K- 44.74% |
$1.46M - $1.57M
|
24.2K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-20.1K- 69.85% |
$1.5M - $1.61M
|
8.67K
$747K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20.2K- 43.45% |
$1.51M - $1.62M
|
26.3K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-20.5K- 54.5% |
$1.53M - $1.64M
|
17.1K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.8K- 23.96% |
$1.63M - $1.75M
|
69.2K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22.5K- 85.94% |
$1.68M - $1.81M
|
3.69K
$318K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-22.8K- 11.71% |
$1.7M - $1.83M
|
172K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-24.8K- 46.82% |
$1.85M - $1.99M
|
28.1K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-25.4K- 73.45% |
$1.9M - $2.04M
|
9.17K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-26.4K- 29.81% |
$1.97M - $2.12M
|
62.2K
$5.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-26.5K- 82.98% |
$1.98M - $2.12M
|
5.43K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28.2K- 28.41% |
$2.1M - $2.26M
|
71K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.5K- 86.8% |
$2.21M - $2.37M
|
4.49K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-30.3K- 99.75% |
$2.26M - $2.43M
|
76
$6.55K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-30.4K- 49.38% |
$2.27M - $2.44M
|
31.2K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-30.7K- 68.29% |
$2.29M - $2.47M
|
14.3K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-32.7K- 67.33% |
$2.44M - $2.62M
|
15.9K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-32.7K- 49.12% |
$2.44M - $2.62M
|
33.9K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-32.7K- 56.56% |
$2.44M - $2.63M
|
25.1K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.7K- 3.32% |
$2.44M - $2.63M
|
952K
$82.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-33K- 23.51% |
$2.47M - $2.65M
|
107K
$9.26M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-33.1K- 15.12% |
$2.47M - $2.66M
|
186K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-33.2K- 51.3% |
$2.48M - $2.67M
|
31.5K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-33.7K- 67.8% |
$2.52M - $2.7M
|
16K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-34.1K- 16.55% |
$2.55M - $2.74M
|
172K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-34.9K- 66.74% |
$2.6M - $2.8M
|
17.4K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-35K- 54.81% |
$2.61M - $2.81M
|
28.8K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-37.1K- 34.58% |
$2.77M - $2.98M
|
70.2K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.9K- 18.98% |
$2.9M - $3.12M
|
166K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.7K- 8.85% |
$2.96M - $3.19M
|
409K
$35.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.1K- 11.27% |
$3.3M - $3.54M
|
347K
$29.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-44.5K- 43.05% |
$3.33M - $3.58M
|
58.9K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-45.2K- 59.62% |
$3.38M - $3.63M
|
30.6K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-47.8K- 40.35% |
$3.57M - $3.84M
|
70.6K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-52.9K- 43.61% |
$3.95M - $4.25M
|
68.4K
$5.9M
|