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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
113+ 4.57% |
$8.46K - $9.37K
|
2.59K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
113+ 2.19% |
$8.46K - $9.37K
|
5.28K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
113+ 1.5% |
$8.46K - $9.37K
|
7.64K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 5.56% |
$8.39K - $9.29K
|
2.13K
$171K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
110+ 0.66% |
$8.24K - $9.12K
|
16.7K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
106+ 11.86% |
$7.94K - $8.79K
|
1K
$80.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
101+ 0.98% |
$7.56K - $8.38K
|
10.4K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 133.33% |
$7.49K - $8.29K
|
175
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 2.27% |
$7.26K - $8.04K
|
4.37K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
92+ 0.61% |
$6.89K - $7.63K
|
15.1K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
90+ 0.3% |
$6.74K - $7.46K
|
30.3K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
90+ 0.42% |
$6.74K - $7.46K
|
21.4K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
88+ 1.72% |
$6.59K - $7.3K
|
5.2K
$418K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 0.67% |
$6.52K - $7.21K
|
13.1K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
85New |
$6.37K - $7.05K
|
85
$6.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
84+ 0.7% |
$6.29K - $6.97K
|
12.1K
$970K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
81+ 0.59% |
$6.07K - $6.72K
|
13.7K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
81+ 1.89% |
$6.07K - $6.72K
|
4.37K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.33% |
$5.32K - $5.89K
|
21.5K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
70+ 0.89% |
$5.24K - $5.81K
|
7.95K
$638K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 5.19% |
$5.02K - $5.56K
|
1.36K
$109K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
63+ 0.58% |
$4.72K - $5.22K
|
11K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
63New |
$4.72K - $5.22K
|
63
$5.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
63+ 0.3% |
$4.72K - $5.22K
|
21.2K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
61New |
$4.57K - $5.06K
|
61
$4.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
60New |
$4.49K - $4.98K
|
60
$4.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
60+ 0.16% |
$4.49K - $4.98K
|
37.2K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 24.1% |
$4.49K - $4.98K
|
309
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
56+ 0.39% |
$4.19K - $4.64K
|
14.4K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.62% |
$4.12K - $4.56K
|
8.9K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 53.0% |
$3.97K - $4.4K
|
153
$12.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
53New |
$3.97K - $4.4K
|
53
$4.25K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 1.75% |
$3.82K - $4.23K
|
2.96K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 40.0% |
$3.74K - $4.15K
|
175
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$3.74K - $4.15K
|
50
$4.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
49New |
$3.67K - $4.06K
|
49
$3.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
48+ 0.23% |
$3.59K - $3.98K
|
21.1K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
46+ 0.94% |
$3.44K - $3.81K
|
4.92K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$3.3K - $3.65K
|
5.45K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
43+ 0.96% |
$3.22K - $3.57K
|
4.51K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
43New |
$3.22K - $3.57K
|
43
$3.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42+ 0.62% |
$3.15K - $3.48K
|
6.86K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42+ 1.75% |
$3.15K - $3.48K
|
2.44K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
42New |
$3.15K - $3.48K
|
42
$3.37K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
41+ 0.6% |
$3.07K - $3.4K
|
6.84K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.85K - $3.15K
|
6.15K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
37+ 0.1% |
$2.77K - $3.07K
|
37.5K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
37+ 53.62% |
$2.77K - $3.07K
|
106
$8.51K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
37+ 37.76% |
$2.77K - $3.07K
|
135
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
34+ 0.41% |
$2.55K - $2.82K
|
8.29K
$666K
|