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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-375- 10.58% |
$28.1K - $31.1K
|
3.17K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-376- 9.51% |
$28.2K - $31.2K
|
3.58K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-381- 10.73% |
$28.5K - $31.6K
|
3.17K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-382- 0.18% |
$28.6K - $31.7K
|
208K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-393- 1.72% |
$29.4K - $32.6K
|
22.4K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-415- 1.62% |
$31.1K - $34.4K
|
25.2K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-455- 0.44% |
$34.1K - $37.7K
|
102K
$8M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-476- 2.98% |
$35.6K - $39.5K
|
15.5K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-498- 3.55% |
$37.3K - $41.3K
|
13.5K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-500- 7.97% |
$37.4K - $41.5K
|
5.78K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-503- 7.35% |
$37.7K - $41.7K
|
6.34K
$497K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-538- 2.4% |
$40.3K - $44.6K
|
21.9K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-632- 8.78% |
$47.3K - $52.4K
|
6.57K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-651- 7.06% |
$48.8K - $54K
|
8.58K
$672K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-653- 3.93% |
$48.9K - $54.2K
|
16K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-676- 1.01% |
$50.6K - $56.1K
|
66.6K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-721- 9.14% |
$54K - $59.8K
|
7.17K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-726- 2.23% |
$54.4K - $60.2K
|
31.9K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-794- 1.37% |
$59.5K - $65.8K
|
57.1K
$4.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-809- 10.09% |
$60.6K - $67.1K
|
7.21K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-869- 14.56% |
$65.1K - $72.1K
|
5.1K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-939- 0.87% |
$70.3K - $77.9K
|
107K
$8.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.01K- 2.05% |
$75.6K - $83.8K
|
48.2K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.09K- 1.49% |
$81.6K - $90.3K
|
72K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$83.3K - $92.2K
|
7.64K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 7.33% |
$83.4K - $92.3K
|
14.1K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.17K- 28.81% |
$87.5K - $96.9K
|
2.89K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.47K- 7.76% |
$110K - $122K
|
17.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.51K- 4.03% |
$113K - $125K
|
36K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.53K- 74.54% |
$114K - $126K
|
521
$40.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.56K- 19.46% |
$117K - $129K
|
6.45K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.7K- 3.68% |
$128K - $141K
|
44.6K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.83K- 7.39% |
$137K - $152K
|
22.9K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.88K- 3.05% |
$141K - $156K
|
59.8K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.91K- 31.49% |
$143K - $158K
|
4.16K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 21.74% |
$168K - $186K
|
8.06K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.27K- 10.88% |
$170K - $188K
|
18.6K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.31K- 6.68% |
$173K - $192K
|
32.3K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.46K- 2.55% |
$184K - $204K
|
93.8K
$7.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.73K- 47.76% |
$205K - $227K
|
2.99K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 31.73% |
$207K - $229K
|
5.95K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.92K- 5.65% |
$219K - $242K
|
48.8K
$3.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.03K- 20.02% |
$227K - $251K
|
12.1K
$947K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.21K- 1.62% |
$241K - $266K
|
195K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3.3K- 7.4% |
$247K - $273K
|
41.2K
$3.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.27K- 13.9% |
$320K - $354K
|
26.5K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.48K- 10.8% |
$410K - $454K
|
45.2K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-7K- 28.0% |
$524K - $581K
|
18K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8K- 39.54% |
$599K - $663K
|
12.2K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.77K- 3.47% |
$657K - $727K
|
244K
$19.1M
|