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 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.47K+ 17.38% |
$260K - $288K
|
23.4K
$1.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.25K+ 6.39% |
$243K - $269K
|
54.1K
$4.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.22KNew |
$241K - $267K
|
3.22K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 9.28% |
$231K - $255K
|
36.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.08KNew |
$231K - $255K
|
3.08K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
2.86K+ 47.7% |
$214K - $237K
|
8.86K
$694K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.71KNew |
$203K - $224K
|
2.71K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.63K+ 52.5% |
$197K - $218K
|
7.64K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 9.39% |
$184K - $203K
|
28.6K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.43K+ 32.56% |
$182K - $202K
|
9.91K
$776K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.39K+ 9.73% |
$179K - $198K
|
27K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.28K+ 54.95% |
$171K - $189K
|
6.43K
$504K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.27K+ 6.55% |
$170K - $188K
|
36.9K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.24K+ 6.06% |
$168K - $186K
|
39.2K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.24K+ 0.81% |
$167K - $185K
|
280K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 11.05% |
$161K - $178K
|
21.6K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.85K+ 7.09% |
$138K - $153K
|
27.9K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.84K+ 4.29% |
$138K - $153K
|
44.9K
$3.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 10.47% |
$128K - $142K
|
18.1K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7K+ 10.42% |
$128K - $141K
|
18.1K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.67K+ 0.52% |
$125K - $138K
|
320K
$25M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.57K+ 18.13% |
$117K - $130K
|
10.2K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 30.54% |
$114K - $127K
|
6.53K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.5K+ 8.48% |
$113K - $125K
|
19.2K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.49K+ 10.57% |
$112K - $124K
|
15.6K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.49K+ 2.81% |
$112K - $124K
|
54.6K
$4.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 4.32% |
$110K - $122K
|
35.4K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 20.21% |
$103K - $114K
|
8.14K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.32K+ 2.53% |
$99K - $110K
|
53.5K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.26K+ 2.54% |
$94.7K - $105K
|
51.1K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.03K+ 0.67% |
$77K - $85.3K
|
154K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
904+ 1.18% |
$67.7K - $75K
|
77.2K
$6.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
891+ 9.74% |
$66.7K - $73.9K
|
10K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
783+ 8.12% |
$58.6K - $64.9K
|
10.4K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
777+ 36.63% |
$58.2K - $64.4K
|
2.9K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
755+ 3.68% |
$56.5K - $62.6K
|
21.3K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
750+ 9.38% |
$56.2K - $62.2K
|
8.75K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
716+ 3.48% |
$53.6K - $59.4K
|
21.3K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
699+ 4.18% |
$52.3K - $58K
|
17.4K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
664+ 17.74% |
$49.7K - $55.1K
|
4.41K
$345K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
649+ 24.56% |
$48.6K - $53.8K
|
3.29K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
639+ 2.07% |
$47.9K - $53K
|
31.4K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
632+ 4.27% |
$47.3K - $52.4K
|
15.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
630+ 12.2% |
$47.2K - $52.2K
|
5.8K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
614+ 2.46% |
$46K - $50.9K
|
25.6K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
611+ 41.59% |
$45.8K - $50.7K
|
2.08K
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
574+ 5.77% |
$43K - $47.6K
|
10.5K
$824K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
561+ 7.01% |
$42K - $46.5K
|
8.56K
$670K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550+ 28.84% |
$41.2K - $45.6K
|
2.46K
$192K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
525+ 2.15% |
$39.3K - $43.5K
|
25K
$1.96M
|