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 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
88+ 1.72% |
$6.59K - $7.3K
|
5.2K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 0.67% |
$6.52K - $7.21K
|
13.1K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
85New |
$6.37K - $7.05K
|
85
$7.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
84+ 0.7% |
$6.29K - $6.97K
|
12.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
81+ 0.59% |
$6.07K - $6.72K
|
13.7K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
81+ 1.89% |
$6.07K - $6.72K
|
4.37K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.33% |
$5.32K - $5.89K
|
21.5K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
70+ 0.89% |
$5.24K - $5.81K
|
7.95K
$685K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 5.19% |
$5.02K - $5.56K
|
1.36K
$117K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
63+ 0.58% |
$4.72K - $5.22K
|
11K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
63New |
$4.72K - $5.22K
|
63
$5.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
63+ 0.3% |
$4.72K - $5.22K
|
21.2K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
61New |
$4.57K - $5.06K
|
61
$5.26K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
60New |
$4.49K - $4.98K
|
60
$5.17K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
60+ 0.16% |
$4.49K - $4.98K
|
37.2K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 24.1% |
$4.49K - $4.98K
|
309
$26.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
56+ 0.39% |
$4.19K - $4.64K
|
14.4K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.62% |
$4.12K - $4.56K
|
8.9K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 53.0% |
$3.97K - $4.4K
|
153
$13.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
53New |
$3.97K - $4.4K
|
53
$4.57K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 1.75% |
$3.82K - $4.23K
|
2.96K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 40.0% |
$3.74K - $4.15K
|
175
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$3.74K - $4.15K
|
50
$4.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
49New |
$3.67K - $4.06K
|
49
$4.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
48+ 0.23% |
$3.59K - $3.98K
|
21.1K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
46+ 0.94% |
$3.44K - $3.81K
|
4.92K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$3.3K - $3.65K
|
5.45K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
43+ 0.96% |
$3.22K - $3.57K
|
4.51K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
43New |
$3.22K - $3.57K
|
43
$3.71K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42+ 0.62% |
$3.15K - $3.48K
|
6.86K
$591K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42+ 1.75% |
$3.15K - $3.48K
|
2.44K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
42New |
$3.15K - $3.48K
|
42
$3.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
41+ 0.6% |
$3.07K - $3.4K
|
6.84K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.85K - $3.15K
|
6.15K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
37+ 0.1% |
$2.77K - $3.07K
|
37.5K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
37+ 53.62% |
$2.77K - $3.07K
|
106
$9.14K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
37+ 37.76% |
$2.77K - $3.07K
|
135
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
34+ 0.41% |
$2.55K - $2.82K
|
8.29K
$715K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
34+ 0.35% |
$2.55K - $2.82K
|
9.75K
$841K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
31New |
$2.32K - $2.57K
|
31
$2.67K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
30+ 1.96% |
$2.25K - $2.49K
|
1.56K
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
30+ 0.04% |
$2.25K - $2.49K
|
85.4K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.85% |
$2.25K - $2.49K
|
3.56K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 1.73% |
$2.02K - $2.24K
|
1.59K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
26+ 0.23% |
$1.95K - $2.16K
|
11.4K
$979K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
26+ 0.93% |
$1.95K - $2.16K
|
2.83K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
26New |
$1.95K - $2.16K
|
26
$2.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
25+ 4.17% |
$1.87K - $2.07K
|
625
$53.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
24+ 0.34% |
$1.8K - $1.99K
|
7.12K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.19% |
$1.8K - $1.99K
|
13K
$1.12M
|