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 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.49K+ 2.81% |
$112K - $124K
|
54.6K
$4.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 4.32% |
$110K - $122K
|
35.4K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.45K+ 1.96% |
$108K - $120K
|
75.4K
$6.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.41K+ 11.99% |
$106K - $117K
|
13.2K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.41KNew |
$106K - $117K
|
1.41K
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.4K+ 1.16% |
$105K - $116K
|
122K
$9.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 20.21% |
$103K - $114K
|
8.14K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.37KNew |
$103K - $114K
|
1.37K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.37K+ 9.18% |
$102K - $113K
|
16.3K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.32K+ 2.53% |
$99K - $110K
|
53.5K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.31K+ 53.94% |
$97.8K - $108K
|
3.73K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.3K+ 2.17% |
$97.1K - $107K
|
60.9K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.28K+ 4.77% |
$95.7K - $106K
|
28.1K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.26K+ 2.54% |
$94.7K - $105K
|
51.1K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.24K+ 39.24% |
$92.6K - $103K
|
4.39K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 1.37% |
$90K - $99.7K
|
88.6K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.2KNew |
$89.9K - $99.5K
|
1.2K
$96.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.19KNew |
$88.9K - $98.4K
|
1.19K
$95.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.18K+ 7.75% |
$88.5K - $98K
|
16.4K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.15K+ 29.13% |
$85.8K - $95K
|
5.08K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.11K+ 12.04% |
$82.9K - $91.8K
|
10.3K
$827K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.1K+ 36.28% |
$82.4K - $91.2K
|
4.13K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.09KNew |
$81.7K - $90.5K
|
1.09K
$87.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.08K+ 11.3% |
$81.1K - $89.8K
|
10.7K
$856K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 8.56% |
$80.7K - $89.3K
|
13.7K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.05K+ 11.14% |
$78.9K - $87.3K
|
10.5K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.04K+ 11.36% |
$78K - $86.3K
|
10.2K
$819K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.03K+ 0.67% |
$77K - $85.3K
|
154K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 17.07% |
$76.1K - $84.3K
|
6.97K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.01K+ 6.07% |
$75.8K - $83.9K
|
17.7K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
997+ 13.65% |
$74.7K - $82.7K
|
8.3K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
992+ 0.31% |
$74.3K - $82.3K
|
321K
$25.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
976+ 14.45% |
$73.1K - $80.9K
|
7.73K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
970+ 30.82% |
$72.6K - $80.4K
|
4.12K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
965New |
$72.3K - $80K
|
965
$77.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
961+ 4.04% |
$72K - $79.7K
|
24.7K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
954+ 30.02% |
$71.4K - $79.1K
|
4.13K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
928New |
$69.5K - $77K
|
928
$74.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
928+ 71.6% |
$69.5K - $77K
|
2.22K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
918+ 470.77% |
$68.7K - $76.1K
|
1.11K
$89.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
904+ 1.18% |
$67.7K - $75K
|
77.2K
$6.2M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
900+ 20.38% |
$67.4K - $74.6K
|
5.32K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
891+ 9.74% |
$66.7K - $73.9K
|
10K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
889+ 18.36% |
$66.6K - $73.7K
|
5.73K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
864+ 18.8% |
$64.7K - $71.7K
|
5.46K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
863+ 4.34% |
$64.6K - $71.6K
|
20.8K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
859+ 3.43% |
$64.3K - $71.2K
|
25.9K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
855+ 4.26% |
$64K - $70.9K
|
20.9K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
821New |
$61.5K - $68.1K
|
821
$65.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
783+ 8.12% |
$58.6K - $64.9K
|
10.4K
$836K
|