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 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.1K+ 36.28% |
$82.4K - $91.2K
|
4.13K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.09KNew |
$81.7K - $90.5K
|
1.09K
$94K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.08K+ 11.3% |
$81.1K - $89.8K
|
10.7K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 8.56% |
$80.7K - $89.3K
|
13.7K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.05K+ 11.14% |
$78.9K - $87.3K
|
10.5K
$905K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.04K+ 11.36% |
$78K - $86.3K
|
10.2K
$880K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.03K+ 0.67% |
$77K - $85.3K
|
154K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 17.07% |
$76.1K - $84.3K
|
6.97K
$601K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.01K+ 6.07% |
$75.8K - $83.9K
|
17.7K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
997+ 13.65% |
$74.7K - $82.7K
|
8.3K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
992+ 0.31% |
$74.3K - $82.3K
|
321K
$27.6M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
978New |
$73.2K - $81.1K
|
978
$84.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
976+ 14.45% |
$73.1K - $80.9K
|
7.73K
$666K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
970+ 30.82% |
$72.6K - $80.4K
|
4.12K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
965New |
$72.3K - $80K
|
965
$83.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
961+ 4.04% |
$72K - $79.7K
|
24.7K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
954+ 30.02% |
$71.4K - $79.1K
|
4.13K
$356K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
950+ 47.5% |
$71.1K - $78.8K
|
2.95K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
928New |
$69.5K - $77K
|
928
$80K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
928+ 71.6% |
$69.5K - $77K
|
2.22K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
918+ 470.77% |
$68.7K - $76.1K
|
1.11K
$95.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
904+ 1.18% |
$67.7K - $75K
|
77.2K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
900+ 20.38% |
$67.4K - $74.6K
|
5.32K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
891+ 9.74% |
$66.7K - $73.9K
|
10K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
889+ 18.36% |
$66.6K - $73.7K
|
5.73K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
864+ 18.8% |
$64.7K - $71.7K
|
5.46K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
863+ 4.34% |
$64.6K - $71.6K
|
20.8K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
859+ 3.43% |
$64.3K - $71.2K
|
25.9K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
855+ 4.26% |
$64K - $70.9K
|
20.9K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
821New |
$61.5K - $68.1K
|
821
$70.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
783+ 8.12% |
$58.6K - $64.9K
|
10.4K
$898K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
777+ 36.63% |
$58.2K - $64.4K
|
2.9K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
755+ 3.68% |
$56.5K - $62.6K
|
21.3K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
750+ 9.38% |
$56.2K - $62.2K
|
8.75K
$754K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
739+ 4.87% |
$55.3K - $61.3K
|
15.9K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
731+ 6.21% |
$54.7K - $60.6K
|
12.5K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
716+ 3.48% |
$53.6K - $59.4K
|
21.3K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
714+ 0.9% |
$53.5K - $59.2K
|
79.6K
$6.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
699+ 4.18% |
$52.3K - $58K
|
17.4K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
698+ 5.47% |
$52.3K - $57.9K
|
13.5K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
689New |
$51.6K - $57.1K
|
689
$59.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
687+ 3.68% |
$51.4K - $57K
|
19.4K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
674+ 17.28% |
$50.5K - $55.9K
|
4.57K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
670New |
$50.2K - $55.6K
|
670
$57.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
669New |
$50.1K - $55.5K
|
669
$57.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
664+ 17.74% |
$49.7K - $55.1K
|
4.41K
$380K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
649+ 24.56% |
$48.6K - $53.8K
|
3.29K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
646+ 1.04% |
$48.4K - $53.6K
|
62.8K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
640New |
$47.9K - $53.1K
|
640
$55.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
639+ 2.07% |
$47.9K - $53K
|
31.4K
$2.71M
|