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 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
31New |
$2.32K - $2.57K
|
31
$2.49K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
30+ 1.96% |
$2.25K - $2.49K
|
1.56K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
30+ 0.04% |
$2.25K - $2.49K
|
85.4K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.85% |
$2.25K - $2.49K
|
3.56K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 1.73% |
$2.02K - $2.24K
|
1.59K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
26+ 0.23% |
$1.95K - $2.16K
|
11.4K
$912K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
26+ 0.93% |
$1.95K - $2.16K
|
2.83K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
26New |
$1.95K - $2.16K
|
26
$2.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
25+ 4.17% |
$1.87K - $2.07K
|
625
$50.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
24+ 0.34% |
$1.8K - $1.99K
|
7.12K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.19% |
$1.8K - $1.99K
|
13K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.71% |
$1.72K - $1.91K
|
3.26K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
23+ 0.8% |
$1.72K - $1.91K
|
2.89K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$1.5K - $1.66K
|
20
$1.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20+ 1.48% |
$1.5K - $1.66K
|
1.37K
$110K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 0.33% |
$1.42K - $1.58K
|
5.77K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
18+ 2.64% |
$1.35K - $1.49K
|
699
$56.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 0.82% |
$1.27K - $1.41K
|
2.09K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.27% |
$1.2K - $1.33K
|
5.89K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 100.0% |
$1.2K - $1.33K
|
32
$2.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
16New |
$1.2K - $1.33K
|
16
$1.28K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 3.72% |
$1.12K - $1.24K
|
418
$33.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.24% |
$1.12K - $1.24K
|
6.19K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
14+ 0.04% |
$1.05K - $1.16K
|
39.7K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
14+ 0.4% |
$1.05K - $1.16K
|
3.49K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11+ 24.44% |
$824 - $912
|
56
$4.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10+ 0.12% |
$749 - $829
|
8.08K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 28.57% |
$749 - $829
|
45
$3.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.84% |
$599 - $663
|
965
$77.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$599 - $663
|
8
$642
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$599 - $663
|
4.2K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
8+ 0.09% |
$599 - $663
|
8.83K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8+ 2.78% |
$599 - $663
|
296
$23.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6New |
$449 - $498
|
6
$482
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
6+ 0.14% |
$449 - $498
|
4.45K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.17% |
$449 - $498
|
3.59K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.22% |
$449 - $498
|
2.73K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$374 - $415
|
1.6K
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.8% |
$300 - $332
|
507
$40.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.07% |
$300 - $332
|
5.59K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.88% |
$225 - $249
|
344
$27.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.15% |
$225 - $249
|
2.02K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$225 - $249
|
3.44K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.05% |
$150 - $166
|
3.65K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$150 - $166
|
2
$161
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 3.03% |
$74.9 - $82.9
|
34
$2.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$74.9 - $82.9
|
519
$41.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$74.9 - $82.9
|
4.75K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.56% |
$74.9 - $82.9
|
65
$5.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.55% |
$74.9 - $82.9
|
183
$14.7K
|