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
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.85K - $3.15K
|
6.15K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
37+ 53.62% |
$2.77K - $3.07K
|
106
$8.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
31New |
$2.32K - $2.57K
|
31
$2.43K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 1.73% |
$2.02K - $2.24K
|
1.59K
$125K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
26+ 0.23% |
$1.95K - $2.16K
|
11.4K
$890K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
26+ 0.93% |
$1.95K - $2.16K
|
2.83K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 0.33% |
$1.42K - $1.58K
|
5.77K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.27% |
$1.2K - $1.33K
|
5.89K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.84% |
$599 - $663
|
965
$75.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$599 - $663
|
4.2K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$599 - $663
|
8
$627
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
8+ 0.09% |
$599 - $663
|
8.83K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 3.03% |
$74.9 - $82.9
|
34
$2.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$74.9 - $82.9
|
519
$40.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$74.9 - $82.9
|
4.75K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3- 0.03% |
$225 - $249
|
11.3K
$889K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.02% |
$374 - $415
|
20.2K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-5- 14.71% |
$374 - $415
|
29
$2.27K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.33% |
$749 - $829
|
2.99K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.13% |
$1.35K - $1.49K
|
13.7K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-19- 0.47% |
$1.42K - $1.58K
|
4.03K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-24- 0.08% |
$1.8K - $1.99K
|
28.7K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-28- 17.5% |
$2.1K - $2.32K
|
132
$10.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 98.0% |
$3.67K - $4.06K
|
1
$78.3
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-60- 0.86% |
$4.49K - $4.98K
|
6.94K
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-75- 0.6% |
$5.62K - $6.22K
|
12.4K
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-86- 1.18% |
$6.44K - $7.13K
|
7.23K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-89- 36.93% |
$6.67K - $7.38K
|
152
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 0.7% |
$7.11K - $7.88K
|
13.5K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-107- 16.46% |
$8.01K - $8.87K
|
543
$42.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-120- 1.2% |
$8.99K - $9.95K
|
9.91K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 1.31% |
$9.36K - $10.4K
|
9.44K
$739K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-130- 3.08% |
$9.74K - $10.8K
|
4.09K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-133- 6.02% |
$9.96K - $11K
|
2.08K
$163K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-135- 2.26% |
$10.1K - $11.2K
|
5.83K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-144- 0.92% |
$10.8K - $11.9K
|
15.5K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-153- 0.68% |
$11.5K - $12.7K
|
22.3K
$1.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-175- 3.19% |
$13.1K - $14.5K
|
5.32K
$417K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-175- 15.77% |
$13.1K - $14.5K
|
935
$73.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 4.76% |
$13.5K - $14.9K
|
3.6K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-182- 2.23% |
$13.6K - $15.1K
|
7.99K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-200- 4.16% |
$15K - $16.6K
|
4.61K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-202- 2.11% |
$15.1K - $16.8K
|
9.36K
$733K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-227- 1.84% |
$17K - $18.8K
|
12.1K
$949K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-240- 4.7% |
$18K - $19.9K
|
4.87K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-259- 11.77% |
$19.4K - $21.5K
|
1.94K
$152K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-281- 3.06% |
$21K - $23.3K
|
8.89K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-282- 6.11% |
$21.1K - $23.4K
|
4.33K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-298- 2.41% |
$22.3K - $24.7K
|
12.1K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-370- 13.68% |
$27.7K - $30.7K
|
2.33K
$183K
|