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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.6K+ 6.03% |
$195K - $216K
|
45.8K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.58K+ 12.0% |
$193K - $214K
|
24K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.52K+ 2.27% |
$189K - $209K
|
114K
$9.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.5KNew |
$187K - $207K
|
2.5K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 9.39% |
$184K - $203K
|
28.6K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.44K+ 14.23% |
$183K - $203K
|
19.6K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.43K+ 32.56% |
$182K - $202K
|
9.91K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.43KNew |
$182K - $201K
|
2.43K
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.41K+ 39.58% |
$180K - $200K
|
8.49K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.39K+ 9.73% |
$179K - $198K
|
27K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 12.08% |
$178K - $197K
|
22.1K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.34K+ 0.17% |
$175K - $194K
|
1.37M
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.3K+ 1.5% |
$172K - $191K
|
156K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.28K+ 54.95% |
$171K - $189K
|
6.43K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.28K+ 11.09% |
$171K - $189K
|
22.8K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.28K+ 1.31% |
$171K - $189K
|
176K
$14.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.27K+ 6.55% |
$170K - $188K
|
36.9K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.24K+ 18.69% |
$168K - $186K
|
14.2K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.24K+ 6.06% |
$168K - $186K
|
39.2K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.24K+ 0.81% |
$167K - $185K
|
280K
$22.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.23K+ 11.85% |
$167K - $185K
|
21K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.22K+ 58.96% |
$166K - $184K
|
5.98K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.21K+ 10.08% |
$165K - $183K
|
24.1K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2.2KNew |
$165K - $182K
|
2.2K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.18K+ 12.11% |
$163K - $181K
|
20.2K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 11.05% |
$161K - $178K
|
21.6K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.14KNew |
$160K - $177K
|
2.14K
$171K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.06KNew |
$154K - $171K
|
2.06K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 21.49% |
$152K - $168K
|
11.5K
$921K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.94K+ 40.28% |
$146K - $161K
|
6.77K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.9K+ 3.99% |
$142K - $157K
|
49.4K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.88K+ 7.76% |
$140K - $155K
|
26K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.85K+ 7.09% |
$138K - $153K
|
27.9K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.84K+ 4.29% |
$138K - $153K
|
44.9K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.76K+ 35.83% |
$132K - $146K
|
6.67K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.75K+ 3.07% |
$131K - $145K
|
58.9K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 11.27% |
$129K - $143K
|
17K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 10.47% |
$128K - $142K
|
18.1K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7K+ 10.42% |
$128K - $141K
|
18.1K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.67K+ 0.52% |
$125K - $138K
|
320K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.66K+ 2.42% |
$124K - $137K
|
70.1K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.64K+ 54.75% |
$123K - $136K
|
4.65K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.64K+ 6.52% |
$123K - $136K
|
26.8K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.59K+ 19.68% |
$119K - $132K
|
9.67K
$776K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.57K+ 18.13% |
$117K - $130K
|
10.2K
$819K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.56K+ 25.96% |
$117K - $130K
|
7.58K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$116K - $129K
|
1.55K
$124K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 30.54% |
$114K - $127K
|
6.53K
$524K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.5K+ 8.48% |
$113K - $125K
|
19.2K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.49K+ 10.57% |
$112K - $124K
|
15.6K
$1.25M
|