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
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$74.9 - $82.9
|
8.52K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.01% |
$74.9 - $82.9
|
16.7K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$74.9 - $82.9
|
10.2K
$815K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.37% |
$74.9 - $82.9
|
270
$21.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3- 0.03% |
$225 - $249
|
11.3K
$911K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.02% |
$374 - $415
|
20.2K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-5- 14.71% |
$374 - $415
|
29
$2.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-5- 0.01% |
$374 - $415
|
44.1K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 0.17% |
$524 - $581
|
4.04K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.33% |
$749 - $829
|
2.99K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13- 0.1% |
$974 - $1.08K
|
13.5K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.06% |
$974 - $1.08K
|
20.3K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-13- 0.19% |
$974 - $1.08K
|
6.97K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-15- 0.26% |
$1.12K - $1.24K
|
5.66K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-16- 0.22% |
$1.2K - $1.33K
|
7.36K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.13% |
$1.35K - $1.49K
|
13.7K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-19- 0.47% |
$1.42K - $1.58K
|
4.03K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-22- 0.19% |
$1.65K - $1.82K
|
11.6K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.55% |
$1.72K - $1.91K
|
4.18K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-24- 0.08% |
$1.8K - $1.99K
|
28.7K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-24- 0.13% |
$1.8K - $1.99K
|
18.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 16.67% |
$1.87K - $2.07K
|
125
$10K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-28- 17.5% |
$2.1K - $2.32K
|
132
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-29- 0.13% |
$2.17K - $2.4K
|
22.8K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-30- 0.23% |
$2.25K - $2.49K
|
13.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-31- 6.35% |
$2.32K - $2.57K
|
457
$36.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-33- 0.1% |
$2.47K - $2.74K
|
33.7K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-39- 0.5% |
$2.92K - $3.23K
|
7.76K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-42- 0.18% |
$3.15K - $3.48K
|
23.8K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-44- 1.5% |
$3.3K - $3.65K
|
2.89K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 0.5% |
$3.37K - $3.73K
|
8.96K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-45- 0.55% |
$3.37K - $3.73K
|
8.09K
$649K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 98.0% |
$3.67K - $4.06K
|
1
$80.3
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-51- 1.06% |
$3.82K - $4.23K
|
4.74K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-58- 0.28% |
$4.34K - $4.81K
|
20.5K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-60- 0.86% |
$4.49K - $4.98K
|
6.94K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 4.78% |
$4.49K - $4.98K
|
1.2K
$95.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-63- 52.5% |
$4.72K - $5.22K
|
57
$4.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-64- 5.13% |
$4.79K - $5.31K
|
1.18K
$95K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-68- 0.12% |
$5.09K - $5.64K
|
54.3K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-70- 0.23% |
$5.24K - $5.81K
|
30.3K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-71- 0.75% |
$5.32K - $5.89K
|
9.39K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-72- 5.25% |
$5.39K - $5.97K
|
1.3K
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-75- 0.6% |
$5.62K - $6.22K
|
12.4K
$997K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-77- 1.85% |
$5.77K - $6.39K
|
4.08K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 78.57% |
$5.77K - $6.39K
|
21
$1.69K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-78- 9.79% |
$5.84K - $6.47K
|
719
$57.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 9.96% |
$6.29K - $6.97K
|
759
$60.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-86- 1.18% |
$6.44K - $7.13K
|
7.23K
$580K
|