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 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
3.8K+ 32.79% |
$284K - $305K
|
15.4K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.8KNew |
$283K - $305K
|
3.8K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.77K+ 118.29% |
$282K - $303K
|
6.96K
$600K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.74K+ 20.73% |
$279K - $300K
|
21.8K
$1.88M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.72KNew |
$278K - $299K
|
3.72K
$321K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.71KNew |
$277K - $297K
|
3.71K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.7KNew |
$276K - $297K
|
3.7K
$319K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.68KNew |
$275K - $295K
|
3.68K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.64K+ 12.82% |
$272K - $292K
|
32.1K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.58KNew |
$267K - $287K
|
3.58K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.54KNew |
$265K - $284K
|
3.54K
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.54K+ 1.72% |
$264K - $284K
|
210K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.52K+ 34.5% |
$263K - $283K
|
13.7K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.41K+ 12.19% |
$255K - $274K
|
31.4K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.39KNew |
$253K - $272K
|
3.39K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.38K+ 45.05% |
$252K - $271K
|
10.9K
$937K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.34K+ 20.52% |
$249K - $268K
|
19.6K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.24KNew |
$242K - $260K
|
3.24K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.18K+ 8.44% |
$237K - $255K
|
40.9K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.16KNew |
$236K - $253K
|
3.16K
$272K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.14KNew |
$234K - $252K
|
3.14K
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.13KNew |
$234K - $251K
|
3.13K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.1K+ 1.63% |
$232K - $249K
|
193K
$16.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.08KNew |
$230K - $247K
|
3.08K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.07K+ 16.52% |
$229K - $246K
|
21.6K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.06K+ 8.38% |
$229K - $246K
|
39.6K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.05KNew |
$227K - $244K
|
3.05K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.97K+ 204.05% |
$222K - $238K
|
4.43K
$382K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.95K+ 11.63% |
$220K - $237K
|
28.3K
$2.44M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$220K - $236K
|
2.95K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.91KNew |
$217K - $233K
|
2.91K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.86K+ 15.41% |
$214K - $230K
|
21.5K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.84KNew |
$212K - $228K
|
2.84K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.83KNew |
$212K - $227K
|
2.83K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.81K+ 3.78% |
$210K - $226K
|
77.3K
$6.66M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.81KNew |
$210K - $226K
|
2.81K
$242K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.79KNew |
$208K - $224K
|
2.79K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.78K+ 10.88% |
$208K - $223K
|
28.4K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.77K+ 5.62% |
$207K - $223K
|
52.1K
$4.49M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.77KNew |
$207K - $222K
|
2.77K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.76KNew |
$206K - $222K
|
2.76K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.76KNew |
$206K - $221K
|
2.76K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$204K - $220K
|
2.74K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.7K+ 9.63% |
$202K - $217K
|
30.8K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$200K - $215K
|
2.68K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.66KNew |
$199K - $213K
|
2.66K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.63KNew |
$197K - $211K
|
2.63K
$227K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.63KNew |
$196K - $211K
|
2.63K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.62K+ 0.86% |
$196K - $210K
|
308K
$26.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$196K - $210K
|
2.62K
$226K
|