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 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-498- 3.55% |
$37.3K - $41.3K
|
13.5K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-500- 7.97% |
$37.4K - $41.5K
|
5.78K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-503- 7.35% |
$37.7K - $41.7K
|
6.34K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-516- 8.92% |
$38.6K - $42.8K
|
5.27K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-518- 16.52% |
$38.8K - $43K
|
2.62K
$210K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-526- 1.71% |
$39.4K - $43.6K
|
30.3K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-538- 2.4% |
$40.3K - $44.6K
|
21.9K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-548- 1.03% |
$41K - $45.4K
|
52.9K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-562- 2.01% |
$42.1K - $46.6K
|
27.4K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-569- 1.49% |
$42.6K - $47.2K
|
37.6K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-569- 10.97% |
$42.6K - $47.2K
|
4.62K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-575- 1.24% |
$43.1K - $47.7K
|
45.7K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-578- 14.42% |
$43.3K - $47.9K
|
3.43K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-632- 8.78% |
$47.3K - $52.4K
|
6.57K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-632- 4.69% |
$47.3K - $52.4K
|
12.8K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-639- 11.48% |
$47.9K - $53K
|
4.93K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-651- 7.06% |
$48.8K - $54K
|
8.58K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-653- 3.93% |
$48.9K - $54.2K
|
16K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-661- 2.24% |
$49.5K - $54.8K
|
28.9K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-675- 1.82% |
$50.6K - $56K
|
36.5K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-676- 1.01% |
$50.6K - $56.1K
|
66.6K
$5.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-685- 5.28% |
$51.3K - $56.8K
|
12.3K
$987K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-720- 4.55% |
$53.9K - $59.7K
|
15.1K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-721- 9.14% |
$54K - $59.8K
|
7.17K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-725- 9.27% |
$54.3K - $60.1K
|
7.09K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-726- 2.23% |
$54.4K - $60.2K
|
31.9K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$56.5K - $62.6K
|
14.2K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-766- 3.98% |
$57.4K - $63.5K
|
18.5K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-794- 1.37% |
$59.5K - $65.8K
|
57.1K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-800- 3.49% |
$59.9K - $66.3K
|
22.1K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-809- 10.09% |
$60.6K - $67.1K
|
7.21K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-812- 5.68% |
$60.8K - $67.3K
|
13.5K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-821- 21.65% |
$61.5K - $68.1K
|
2.97K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-838- 12.78% |
$62.8K - $69.5K
|
5.72K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-839- 18.15% |
$62.8K - $69.6K
|
3.78K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-841- 2.08% |
$63K - $69.7K
|
39.6K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-869- 14.56% |
$65.1K - $72.1K
|
5.1K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-870- 4.81% |
$65.2K - $72.1K
|
17.2K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-923- 3.31% |
$69.1K - $76.5K
|
27K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-926- 3.9% |
$69.3K - $76.8K
|
22.8K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-927- 4.7% |
$69.4K - $76.9K
|
18.8K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-939- 0.87% |
$70.3K - $77.9K
|
107K
$8.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-940- 5.77% |
$70.4K - $78K
|
15.4K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-963- 9.14% |
$72.1K - $79.9K
|
9.58K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-971- 0.77% |
$72.7K - $80.5K
|
126K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-992- 21.55% |
$74.3K - $82.3K
|
3.61K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-998- 22.48% |
$74.7K - $82.8K
|
3.44K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 15.38% |
$74.9K - $82.9K
|
5.5K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 17.55% |
$75.3K - $83.3K
|
4.72K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.01K- 2.05% |
$75.6K - $83.8K
|
48.2K
$3.87M
|