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
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.53K- 21.05% |
$713K - $790K
|
35.7K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-9.72K- 74.61% |
$728K - $806K
|
3.31K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-9.84K- 22.16% |
$737K - $816K
|
34.5K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 24.24% |
$942K - $1.04M
|
39.3K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-13.8K- 44.68% |
$1.03M - $1.14M
|
17.1K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.2K- 99.92% |
$1.06M - $1.18M
|
11
$862
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-14.9K- 90.19% |
$1.12M - $1.24M
|
1.62K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18K- 22.6% |
$1.35M - $1.49M
|
61.6K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.1K- 43.36% |
$1.36M - $1.5M
|
23.7K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 45.31% |
$1.53M - $1.69M
|
24.6K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-27K- 59.23% |
$2.02M - $2.24M
|
18.6K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.4K- 37.13% |
$2.05M - $2.27M
|
46.4K
$3.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-29K- 89.15% |
$2.17M - $2.4M
|
3.53K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.9K- 64.1% |
$2.99M - $3.31M
|
22.4K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-60K- 91.39% |
$4.49M - $4.97M
|
5.65K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-94.4K- 96.53% |
$7.07M - $7.83M
|
3.39K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-236K- 83.11% |
$17.6M - $19.5M
|
47.9K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-585K- 76.24% |
$43.8M - $48.5M
|
182K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.27M- 82.13% |
$94.9M - $105M
|
275K
$21.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.69M- 49.33% |
$127M - $140M
|
1.74M
$136M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.72M- 42.48% |
$129M - $143M
|
2.33M
$182M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.8M- 99.88% |
$887M - $982M
|
14.8K
$1.16M
|