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 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-88- 0.23% |
$6.59K - $7.3K
|
37.7K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-89- 36.93% |
$6.67K - $7.38K
|
152
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-90- 81.08% |
$6.74K - $7.46K
|
21
$1.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-90- 81.08% |
$6.74K - $7.46K
|
21
$1.69K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 0.7% |
$7.11K - $7.88K
|
13.5K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-97- 1.14% |
$7.26K - $8.04K
|
8.43K
$677K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-98- 3.48% |
$7.34K - $8.13K
|
2.72K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-99- 2.37% |
$7.41K - $8.21K
|
4.09K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 4.55% |
$7.49K - $8.29K
|
2.1K
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 1.16% |
$7.49K - $8.29K
|
8.55K
$686K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 1.4% |
$7.49K - $8.29K
|
7.06K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-100- 10.7% |
$7.49K - $8.29K
|
835
$67K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-105- 0.71% |
$7.86K - $8.71K
|
14.6K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-106- 1.49% |
$7.94K - $8.79K
|
6.99K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-107- 16.46% |
$8.01K - $8.87K
|
543
$43.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-107- 1.24% |
$8.01K - $8.87K
|
8.51K
$683K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-109- 11.11% |
$8.16K - $9.04K
|
872
$70K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-111- 26.06% |
$8.31K - $9.21K
|
315
$25.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-115- 6.29% |
$8.61K - $9.54K
|
1.71K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-120- 1.2% |
$8.99K - $9.95K
|
9.91K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-120- 49.59% |
$8.99K - $9.95K
|
122
$9.79K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 1.31% |
$9.36K - $10.4K
|
9.44K
$758K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 0.99% |
$9.36K - $10.4K
|
12.6K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-126- 4.13% |
$9.44K - $10.4K
|
2.92K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-126- 2.45% |
$9.44K - $10.4K
|
5.02K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-130- 3.08% |
$9.74K - $10.8K
|
4.09K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-130- 8.2% |
$9.74K - $10.8K
|
1.46K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-131- 3.43% |
$9.81K - $10.9K
|
3.69K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-133- 6.02% |
$9.96K - $11K
|
2.08K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-135- 2.26% |
$10.1K - $11.2K
|
5.83K
$468K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-136- 1.08% |
$10.2K - $11.3K
|
12.4K
$996K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-138- 3.94% |
$10.3K - $11.4K
|
3.36K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-144- 0.92% |
$10.8K - $11.9K
|
15.5K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-144- 1.12% |
$10.8K - $11.9K
|
12.7K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-153- 0.68% |
$11.5K - $12.7K
|
22.3K
$1.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-155- 3.01% |
$11.6K - $12.9K
|
4.99K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-156- 5.37% |
$11.7K - $12.9K
|
2.75K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-169- 0.83% |
$12.7K - $14K
|
20.3K
$1.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-175- 3.19% |
$13.1K - $14.5K
|
5.32K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-175- 15.77% |
$13.1K - $14.5K
|
935
$75.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 4.76% |
$13.5K - $14.9K
|
3.6K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-182- 2.23% |
$13.6K - $15.1K
|
7.99K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-200- 4.16% |
$15K - $16.6K
|
4.61K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-202- 2.11% |
$15.1K - $16.8K
|
9.36K
$752K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-209- 4.34% |
$15.7K - $17.3K
|
4.61K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-209- 5.4% |
$15.7K - $17.3K
|
3.66K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-210- 3.64% |
$15.7K - $17.4K
|
5.57K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-220- 29.89% |
$16.5K - $18.2K
|
516
$41.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-227- 1.84% |
$17K - $18.8K
|
12.1K
$973K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-240- 4.7% |
$18K - $19.9K
|
4.87K
$391K
|