Purchases and Sales Made in Q4 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
344+ 7.84% |
$25.8K - $28.5K
|
4.73K
$408K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
326New |
$24.4K - $27K
|
326
$28.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
325+ 1.4% |
$24.3K - $27K
|
23.5K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
321+ 1.93% |
$24K - $26.6K
|
16.9K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
320New |
$24K - $26.5K
|
320
$27.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
319+ 14.96% |
$23.9K - $26.5K
|
2.45K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
316+ 20.35% |
$23.7K - $26.2K
|
1.87K
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
315+ 11.44% |
$23.6K - $26.1K
|
3.07K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
314+ 3.17% |
$23.5K - $26K
|
10.2K
$880K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
313+ 2.53% |
$23.4K - $26K
|
12.7K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
309New |
$23.1K - $25.6K
|
309
$26.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
307+ 0.59% |
$23K - $25.5K
|
52.2K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
304+ 7.79% |
$22.8K - $25.2K
|
4.2K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
302New |
$22.6K - $25K
|
302
$26K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
300+ 2.58% |
$22.5K - $24.9K
|
11.9K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
298+ 6.12% |
$22.3K - $24.7K
|
5.17K
$445K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
296+ 1.82% |
$22.2K - $24.5K
|
16.6K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
288+ 1.39% |
$21.6K - $23.9K
|
21K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
287+ 1.01% |
$21.5K - $23.8K
|
28.7K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
287+ 1.05% |
$21.5K - $23.8K
|
27.7K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
284+ 5.29% |
$21.3K - $23.6K
|
5.65K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
283New |
$21.2K - $23.5K
|
283
$24.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
280+ 1.65% |
$21K - $23.2K
|
17.2K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
275+ 3.07% |
$20.6K - $22.8K
|
9.23K
$795K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
275+ 0.8% |
$20.6K - $22.8K
|
34.5K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
273+ 3.58% |
$20.4K - $22.6K
|
7.9K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
272New |
$20.4K - $22.6K
|
272
$23.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
259+ 6.21% |
$19.4K - $21.5K
|
4.43K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
259+ 8.91% |
$19.4K - $21.5K
|
3.17K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
250New |
$18.7K - $20.7K
|
250
$21.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
250+ 0.76% |
$18.7K - $20.7K
|
33.2K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
250+ 0.66% |
$18.7K - $20.7K
|
38K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
241+ 4.82% |
$18K - $20K
|
5.24K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
240+ 7.89% |
$18K - $19.9K
|
3.28K
$283K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 6.82% |
$17.8K - $19.7K
|
3.73K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
235+ 5.19% |
$17.6K - $19.5K
|
4.76K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 5.79% |
$17.4K - $19.2K
|
4.24K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
227+ 2.67% |
$17K - $18.8K
|
8.72K
$752K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
226+ 5.99% |
$16.9K - $18.7K
|
4K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
225+ 39.13% |
$16.9K - $18.7K
|
800
$68.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
223+ 1.46% |
$16.7K - $18.5K
|
15.5K
$1.34M
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
221New |
$16.6K - $18.3K
|
221
$19K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
218New |
$16.3K - $18.1K
|
218
$18.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
215+ 8.09% |
$16.1K - $17.8K
|
2.87K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
210+ 6.82% |
$15.7K - $17.4K
|
3.29K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
210+ 0.27% |
$15.7K - $17.4K
|
77.2K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
208+ 7.01% |
$15.6K - $17.2K
|
3.17K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
204+ 7.03% |
$15.3K - $16.9K
|
3.1K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
204+ 2.26% |
$15.3K - $16.9K
|
9.23K
$795K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
202+ 1.77% |
$15.1K - $16.8K
|
11.6K
$1M
|