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 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 4.54% |
$105K - $113K
|
32.4K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.39K+ 13.18% |
$104K - $112K
|
12K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.39K+ 0.19% |
$104K - $112K
|
723K
$62.3M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.39K+ 20.9% |
$104K - $111K
|
8.03K
$692K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.36K+ 99.42% |
$102K - $109K
|
2.73K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.35K+ 8.07% |
$101K - $108K
|
18K
$1.56M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
1.34K+ 18.64% |
$100K - $108K
|
8.55K
$737K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.26K+ 7.63% |
$94.3K - $101K
|
17.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.26K+ 28.25% |
$94K - $101K
|
5.72K
$493K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
1.24K+ 9.95% |
$92.9K - $99.9K
|
13.7K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 7.81% |
$92.9K - $99.8K
|
17.2K
$1.48M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.21K+ 2.23% |
$90.2K - $97K
|
55.3K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.2K+ 41.61% |
$89.8K - $96.5K
|
4.09K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.18K+ 0.96% |
$87.9K - $94.5K
|
123K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.17K+ 0.75% |
$87.4K - $93.9K
|
157K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
1.17K+ 1.5% |
$87K - $93.5K
|
78.9K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.16K+ 26.58% |
$86.7K - $93.1K
|
5.52K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.15K+ 25.64% |
$86.2K - $92.6K
|
5.65K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$82.8K - $88.9K
|
1.11K
$95.5K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.1K+ 1.04% |
$82.4K - $88.5K
|
107K
$9.22M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.1K+ 1.64% |
$82.2K - $88.3K
|
68.1K
$5.87M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.08K+ 20.53% |
$81K - $87K
|
6.36K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.07K+ 2.14% |
$79.9K - $85.8K
|
51K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.07K+ 11.55% |
$79.6K - $85.6K
|
10.3K
$887K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
1.02K+ 2.68% |
$76.3K - $82K
|
39.1K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$74.7K - $80.3K
|
1K
$86.2K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
998+ 4.14% |
$74.6K - $80.1K
|
25.1K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
993+ 4.69% |
$74.2K - $79.7K
|
22.2K
$1.91M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
977+ 1.13% |
$73K - $78.4K
|
87.6K
$7.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
956New |
$71.4K - $76.7K
|
956
$82.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
946+ 19.2% |
$70.7K - $75.9K
|
5.87K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
936+ 17.41% |
$69.9K - $75.1K
|
6.31K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
904+ 7.44% |
$67.5K - $72.6K
|
13K
$1.12M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
902+ 3.03% |
$67.4K - $72.4K
|
30.6K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
892+ 0.41% |
$66.6K - $71.6K
|
220K
$19M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
872+ 0.82% |
$65.1K - $70K
|
108K
$9.29M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
864+ 7.25% |
$64.5K - $69.4K
|
12.8K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
856+ 3.64% |
$63.9K - $68.7K
|
24.3K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
823+ 2.88% |
$61.5K - $66.1K
|
29.4K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
815+ 4.51% |
$60.9K - $65.4K
|
18.9K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
813+ 25.22% |
$60.7K - $65.3K
|
4.04K
$348K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
799+ 1.4% |
$59.7K - $64.1K
|
57.9K
$4.99M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
784+ 6.87% |
$58.6K - $62.9K
|
12.2K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
770+ 24.26% |
$57.5K - $61.8K
|
3.94K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
769+ 96.13% |
$57.4K - $61.7K
|
1.57K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
762+ 14.98% |
$56.9K - $61.2K
|
5.85K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
751+ 25.28% |
$56.1K - $60.3K
|
3.72K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
722+ 20.47% |
$53.9K - $58K
|
4.25K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
715+ 10.95% |
$53.4K - $57.4K
|
7.25K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
705+ 28.69% |
$52.7K - $56.6K
|
3.16K
$273K
|