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 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-53.1K- 36.78% |
$3.96M - $4.26M
|
91.2K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-54.1K- 43.13% |
$4.04M - $4.35M
|
71.4K
$6.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54.2K- 29.81% |
$4.05M - $4.35M
|
128K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55.4K- 34.18% |
$4.14M - $4.44M
|
107K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.5K- 21.68% |
$4.15M - $4.45M
|
200K
$17.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55.8K- 94.67% |
$4.17M - $4.48M
|
3.14K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-56.7K- 26.58% |
$4.24M - $4.55M
|
157K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-57.8K- 92.08% |
$4.32M - $4.64M
|
4.97K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.9K- 7.54% |
$4.32M - $4.65M
|
709K
$61.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-58K- 21.05% |
$4.33M - $4.65M
|
218K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-58.9K- 61.8% |
$4.4M - $4.73M
|
36.4K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 49.59% |
$4.48M - $4.82M
|
61K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-61.1K- 38.81% |
$4.56M - $4.9M
|
96.3K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-62.1K- 95.57% |
$4.64M - $4.98M
|
2.88K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-66.8K- 64.32% |
$4.99M - $5.37M
|
37.1K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-69.4K- 31.09% |
$5.18M - $5.57M
|
154K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-69.9K- 71.31% |
$5.22M - $5.61M
|
28.1K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-77.1K- 13.75% |
$5.76M - $6.19M
|
484K
$41.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-78.1K- 99.16% |
$5.83M - $6.27M
|
664
$57.2K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-78.1K- 14.86% |
$5.83M - $6.27M
|
447K
$38.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-79.2K- 99.54% |
$5.92M - $6.36M
|
368
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-95.6K- 11.98% |
$7.14M - $7.67M
|
703K
$60.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-106K- 98.73% |
$7.9M - $8.49M
|
1.36K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-108K- 6.93% |
$8.06M - $8.66M
|
1.45M
$125M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-116K- 74.66% |
$8.64M - $9.29M
|
39.3K
$3.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-116K- 55.72% |
$8.67M - $9.32M
|
92.2K
$7.95M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-130K- 95.83% |
$9.67M - $10.4M
|
5.63K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-143K- 99.76% |
$10.7M - $11.5M
|
349
$30.1K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-149K- 33.53% |
$11.1M - $11.9M
|
295K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-170K- 27.8% |
$12.7M - $13.7M
|
442K
$38.1M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-183K- 39.9% |
$13.7M - $14.7M
|
276K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-240K- 2.36% |
$17.9M - $19.3M
|
9.92M
$854M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-256K- 75.19% |
$19.1M - $20.5M
|
84.4K
$7.27M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-282K- 84.15% |
$21.1M - $22.6M
|
53.1K
$4.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-369K- 100.0% |
$27.6M - $29.6M
|
17
$1.47K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-456K- 21.1% |
$34M - $36.6M
|
1.7M
$147M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-541K- 13.25% |
$40.4M - $43.4M
|
3.54M
$305M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-558K- 68.7% |
$41.7M - $44.8M
|
254K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-648K- 60.71% |
$48.4M - $52M
|
420K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-695K- 83.47% |
$51.9M - $55.8M
|
138K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-700K- 22.88% |
$52.3M - $56.2M
|
2.36M
$203M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-712K- 5.29% |
$53.2M - $57.2M
|
12.7M
$1.1B
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-751K- 98.73% |
$56.1M - $60.3M
|
9.65K
$832K
|
|
|
May 14, 2025
Q1 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-873K- 59.27% |
$65.2M - $70.1M
|
600K
$51.7M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.15M- 29.47% |
$86.2M - $92.7M
|
2.76M
$238M
|