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
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
777+ 36.63% |
$58.2K - $64.4K
|
2.9K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
755+ 3.68% |
$56.5K - $62.6K
|
21.3K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
750+ 9.38% |
$56.2K - $62.2K
|
8.75K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
739+ 4.87% |
$55.3K - $61.3K
|
15.9K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
731+ 6.21% |
$54.7K - $60.6K
|
12.5K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
716+ 3.48% |
$53.6K - $59.4K
|
21.3K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
714+ 0.9% |
$53.5K - $59.2K
|
79.6K
$6.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
699+ 4.18% |
$52.3K - $58K
|
17.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
698+ 5.47% |
$52.3K - $57.9K
|
13.5K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
689New |
$51.6K - $57.1K
|
689
$55.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
687+ 3.68% |
$51.4K - $57K
|
19.4K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
674+ 17.28% |
$50.5K - $55.9K
|
4.57K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
670New |
$50.2K - $55.6K
|
670
$53.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
669New |
$50.1K - $55.5K
|
669
$53.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
664+ 17.74% |
$49.7K - $55.1K
|
4.41K
$354K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
649+ 24.56% |
$48.6K - $53.8K
|
3.29K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
646+ 1.04% |
$48.4K - $53.6K
|
62.8K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
640New |
$47.9K - $53.1K
|
640
$51.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
639+ 2.07% |
$47.9K - $53K
|
31.4K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
637+ 3.22% |
$47.7K - $52.8K
|
20.4K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
635+ 6.99% |
$47.6K - $52.7K
|
9.72K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
632+ 4.27% |
$47.3K - $52.4K
|
15.4K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
630+ 12.2% |
$47.2K - $52.2K
|
5.8K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
625New |
$46.8K - $51.8K
|
625
$50.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
616+ 5.62% |
$46.1K - $51.1K
|
11.6K
$930K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
614+ 2.46% |
$46K - $50.9K
|
25.6K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
612+ 1.19% |
$45.8K - $50.8K
|
51.9K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
611+ 41.59% |
$45.8K - $50.7K
|
2.08K
$167K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600New |
$44.9K - $49.8K
|
600
$48.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
574+ 5.77% |
$43K - $47.6K
|
10.5K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
574New |
$43K - $47.6K
|
574
$46.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
573+ 11.99% |
$42.9K - $47.5K
|
5.35K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
561+ 7.01% |
$42K - $46.5K
|
8.56K
$687K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550+ 28.84% |
$41.2K - $45.6K
|
2.46K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
549+ 8.47% |
$41.1K - $45.5K
|
7.03K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
547+ 3.12% |
$41K - $45.4K
|
18.1K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
527+ 104.56% |
$39.5K - $43.7K
|
1.03K
$82.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
525+ 2.15% |
$39.3K - $43.5K
|
25K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
520New |
$38.9K - $43.1K
|
520
$41.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
519+ 0.34% |
$38.9K - $43K
|
155K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
518+ 13.68% |
$38.8K - $43K
|
4.31K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
507New |
$38K - $42K
|
507
$40.7K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
504+ 6.3% |
$37.7K - $41.8K
|
8.51K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
490+ 1.17% |
$36.7K - $40.6K
|
42.4K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
477+ 15.73% |
$35.7K - $39.6K
|
3.51K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
476+ 12.24% |
$35.6K - $39.5K
|
4.36K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
464+ 9.88% |
$34.7K - $38.5K
|
5.16K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
462+ 4.54% |
$34.6K - $38.3K
|
10.6K
$855K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
452+ 1.36% |
$33.9K - $37.5K
|
33.7K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
450+ 1.21% |
$33.7K - $37.3K
|
37.7K
$3.02M
|