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 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
240+ 7.89% |
$18K - $19.9K
|
3.28K
$264K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 6.82% |
$17.8K - $19.7K
|
3.73K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
235+ 5.19% |
$17.6K - $19.5K
|
4.76K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 5.79% |
$17.4K - $19.2K
|
4.24K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
227+ 2.67% |
$17K - $18.8K
|
8.72K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
225+ 39.13% |
$16.9K - $18.7K
|
800
$64.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
223+ 1.46% |
$16.7K - $18.5K
|
15.5K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
215+ 8.09% |
$16.1K - $17.8K
|
2.87K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
210+ 6.82% |
$15.7K - $17.4K
|
3.29K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
210+ 0.27% |
$15.7K - $17.4K
|
77.2K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
208+ 7.01% |
$15.6K - $17.2K
|
3.17K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
204+ 7.03% |
$15.3K - $16.9K
|
3.1K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
204+ 2.26% |
$15.3K - $16.9K
|
9.23K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
202+ 1.77% |
$15.1K - $16.8K
|
11.6K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
201+ 1.47% |
$15.1K - $16.7K
|
13.9K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
198+ 1.21% |
$14.8K - $16.4K
|
16.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
198+ 0.22% |
$14.8K - $16.4K
|
92.1K
$7.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
197+ 1.31% |
$14.8K - $16.3K
|
15.2K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
193+ 0.65% |
$14.5K - $16K
|
29.7K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
190+ 2.73% |
$14.2K - $15.8K
|
7.14K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
185+ 0.51% |
$13.9K - $15.3K
|
36.7K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
177+ 6.65% |
$13.3K - $14.7K
|
2.84K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
174+ 0.62% |
$13K - $14.4K
|
28.2K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
168+ 1.74% |
$12.6K - $13.9K
|
9.81K
$788K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
164+ 0.24% |
$12.3K - $13.6K
|
69K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
164+ 0.46% |
$12.3K - $13.6K
|
36K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
157+ 0.92% |
$11.8K - $13K
|
17.2K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
156+ 0.75% |
$11.7K - $12.9K
|
21K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
156+ 85.25% |
$11.7K - $12.9K
|
339
$27.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
155+ 0.83% |
$11.6K - $12.9K
|
18.9K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
154New |
$11.5K - $12.8K
|
154
$12.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 25.0% |
$11.2K - $12.4K
|
750
$60.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
150+ 1.91% |
$11.2K - $12.4K
|
7.99K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
150New |
$11.2K - $12.4K
|
150
$12K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
141+ 4.63% |
$10.6K - $11.7K
|
3.19K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$10.5K - $11.6K
|
140
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
139+ 1.94% |
$10.4K - $11.5K
|
7.29K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 79.77% |
$10.3K - $11.4K
|
311
$25K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
136+ 0.64% |
$10.2K - $11.3K
|
21.2K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
135+ 4.3% |
$10.1K - $11.2K
|
3.27K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
133+ 1.23% |
$9.96K - $11K
|
10.9K
$876K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
133+ 1.11% |
$9.96K - $11K
|
12.2K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
131New |
$9.81K - $10.9K
|
131
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
127+ 74.71% |
$9.51K - $10.5K
|
297
$23.8K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
124+ 0.12% |
$9.29K - $10.3K
|
106K
$8.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
123+ 0.79% |
$9.21K - $10.2K
|
15.7K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
123+ 0.36% |
$9.21K - $10.2K
|
34.2K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
119+ 3.83% |
$8.91K - $9.87K
|
3.23K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115+ 0.49% |
$8.61K - $9.54K
|
23.6K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
115+ 1.13% |
$8.61K - $9.54K
|
10.3K
$825K
|