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
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
521K+ 178.82% |
$39M - $43.2M
|
812K
$63.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
425K+ 8762.95% |
$31.8M - $35.3M
|
430K
$33.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
320KNew |
$23.9M - $26.5M
|
320K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
139K+ 35.88% |
$10.4M - $11.5M
|
526K
$40.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
118KNew |
$8.87M - $9.82M
|
118K
$9.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
107KNew |
$8.04M - $8.9M
|
107K
$8.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
91.1K+ 1089.41% |
$6.83M - $7.56M
|
99.5K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
73KNew |
$5.47M - $6.06M
|
73K
$5.69M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
68.9KNew |
$5.16M - $5.72M
|
68.9K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
62.8KNew |
$4.7M - $5.2M
|
62.8K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
47KNew |
$3.52M - $3.9M
|
47K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
46.4K+ 253.18% |
$3.48M - $3.85M
|
64.8K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
41.4KNew |
$3.1M - $3.43M
|
41.4K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
39.5K+ 2641.64% |
$2.96M - $3.28M
|
41K
$3.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.5K+ 99.56% |
$2.66M - $2.95M
|
71.2K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 124.24% |
$2.65M - $2.93M
|
63.8K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
34.8KNew |
$2.61M - $2.89M
|
34.8K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32.9K+ 165.86% |
$2.46M - $2.73M
|
52.8K
$4.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
31.8KNew |
$2.38M - $2.64M
|
31.8K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
29.3K+ 23.71% |
$2.19M - $2.43M
|
153K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
27.2K+ 3.91% |
$2.04M - $2.25M
|
722K
$56.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 21.51% |
$1.92M - $2.12M
|
144K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25.5KNew |
$1.91M - $2.11M
|
25.5K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
25.2K+ 92.94% |
$1.88M - $2.09M
|
52.2K
$4.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
25KNew |
$1.87M - $2.07M
|
25K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22.6K+ 390.25% |
$1.69M - $1.88M
|
28.4K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.8K+ 48.43% |
$1.63M - $1.81M
|
66.8K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
21KNew |
$1.57M - $1.74M
|
21K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$1.57M - $1.74M
|
20.9K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.6K+ 178.44% |
$1.46M - $1.62M
|
30.5K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
19.2KNew |
$1.43M - $1.59M
|
19.2K
$1.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
18.7K+ 24.1% |
$1.4M - $1.55M
|
96.2K
$7.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18K+ 77.71% |
$1.35M - $1.49M
|
41.1K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
15.9KNew |
$1.19M - $1.32M
|
15.9K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
15.2K+ 1.58% |
$1.14M - $1.26M
|
979K
$76.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14K+ 50.31% |
$1.05M - $1.16M
|
41.9K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 7.71% |
$1.01M - $1.12M
|
189K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
13K+ 58.16% |
$973K - $1.08M
|
35.3K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.9K+ 43.69% |
$967K - $1.07M
|
42.5K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.7KNew |
$948K - $1.05M
|
12.7K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$913K - $1.01M
|
12.2K
$949K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 491.84% |
$871K - $965K
|
14K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
11.5K+ 26.6% |
$865K - $958K
|
54.9K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
11.3KNew |
$843K - $933K
|
11.3K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.2K+ 174.73% |
$840K - $930K
|
17.6K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
10.7K+ 223.55% |
$801K - $887K
|
15.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$800K - $886K
|
10.7K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.7K+ 67.13% |
$798K - $884K
|
26.5K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.3KNew |
$770K - $853K
|
10.3K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.2KNew |
$689K - $763K
|
9.2K
$716K
|