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 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-241- 16.82% |
$18K - $20K
|
1.19K
$95.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-250- 1.75% |
$18.7K - $20.7K
|
14K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250- 0.55% |
$18.7K - $20.7K
|
44.8K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-253- 1.98% |
$18.9K - $21K
|
12.6K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-253- 32.48% |
$18.9K - $21K
|
526
$42.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-255- 0.67% |
$19.1K - $21.1K
|
37.9K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-259- 11.77% |
$19.4K - $21.5K
|
1.94K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-270- 0.39% |
$20.2K - $22.4K
|
68.6K
$5.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-270- 2.87% |
$20.2K - $22.4K
|
9.14K
$734K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-281- 3.06% |
$21K - $23.3K
|
8.89K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-282- 6.11% |
$21.1K - $23.4K
|
4.33K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-283- 20.87% |
$21.2K - $23.5K
|
1.07K
$86.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-284- 6.9% |
$21.3K - $23.6K
|
3.83K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-295- 5.27% |
$22.1K - $24.5K
|
5.31K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-298- 2.41% |
$22.3K - $24.7K
|
12.1K
$970K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-305- 2.45% |
$22.8K - $25.3K
|
12.1K
$975K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-314- 1.15% |
$23.5K - $26K
|
27K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-338- 6.2% |
$25.3K - $28K
|
5.12K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-341- 3.29% |
$25.5K - $28.3K
|
10K
$804K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-356- 23.13% |
$26.7K - $29.5K
|
1.18K
$95K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-368- 6.27% |
$27.6K - $30.5K
|
5.5K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-368- 1.33% |
$27.6K - $30.5K
|
27.4K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-370- 13.68% |
$27.7K - $30.7K
|
2.33K
$187K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-370- 4.42% |
$27.7K - $30.7K
|
8K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-371- 0.42% |
$27.8K - $30.8K
|
88.6K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-372- 0.75% |
$27.9K - $30.8K
|
49.3K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-373- 3.15% |
$27.9K - $30.9K
|
11.5K
$920K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-375- 10.58% |
$28.1K - $31.1K
|
3.17K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-376- 9.51% |
$28.2K - $31.2K
|
3.58K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-381- 10.73% |
$28.5K - $31.6K
|
3.17K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-382- 0.18% |
$28.6K - $31.7K
|
208K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-385- 7.38% |
$28.8K - $31.9K
|
4.83K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-393- 1.72% |
$29.4K - $32.6K
|
22.4K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-394- 1.65% |
$29.5K - $32.7K
|
23.5K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-397- 3.08% |
$29.7K - $32.9K
|
12.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-400- 3.86% |
$30K - $33.2K
|
9.96K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-406- 9.85% |
$30.4K - $33.7K
|
3.72K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-407- 6.08% |
$30.5K - $33.8K
|
6.29K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-415- 1.62% |
$31.1K - $34.4K
|
25.2K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-423- 13.68% |
$31.7K - $35.1K
|
2.67K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-425- 2.46% |
$31.8K - $35.2K
|
16.9K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-429- 1.46% |
$32.1K - $35.6K
|
29K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-432- 52.88% |
$32.4K - $35.8K
|
385
$30.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-436- 0.56% |
$32.7K - $36.2K
|
77.7K
$6.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-450- 9.3% |
$33.7K - $37.3K
|
4.39K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-452- 0.16% |
$33.9K - $37.5K
|
278K
$22.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-455- 0.44% |
$34.1K - $37.7K
|
102K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-475- 0.32% |
$35.6K - $39.4K
|
148K
$11.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-476- 2.98% |
$35.6K - $39.5K
|
15.5K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-487- 8.01% |
$36.5K - $40.4K
|
5.6K
$449K
|