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 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-341- 3.29% |
$25.5K - $28.3K
|
10K
$792K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-356- 23.13% |
$26.7K - $29.5K
|
1.18K
$93.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-368- 6.27% |
$27.6K - $30.5K
|
5.5K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-368- 1.33% |
$27.6K - $30.5K
|
27.4K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-370- 13.68% |
$27.7K - $30.7K
|
2.33K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-370- 4.42% |
$27.7K - $30.7K
|
8K
$633K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-371- 0.42% |
$27.8K - $30.8K
|
88.6K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-372- 0.75% |
$27.9K - $30.8K
|
49.3K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-373- 3.15% |
$27.9K - $30.9K
|
11.5K
$907K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-375- 10.58% |
$28.1K - $31.1K
|
3.17K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-376- 9.51% |
$28.2K - $31.2K
|
3.58K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-381- 10.73% |
$28.5K - $31.6K
|
3.17K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-382- 0.18% |
$28.6K - $31.7K
|
208K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-385- 7.38% |
$28.8K - $31.9K
|
4.83K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-393- 1.72% |
$29.4K - $32.6K
|
22.4K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-394- 1.65% |
$29.5K - $32.7K
|
23.5K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-397- 3.08% |
$29.7K - $32.9K
|
12.5K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-400- 3.86% |
$30K - $33.2K
|
9.96K
$788K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-406- 9.85% |
$30.4K - $33.7K
|
3.72K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-407- 6.08% |
$30.5K - $33.8K
|
6.29K
$498K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-415- 1.62% |
$31.1K - $34.4K
|
25.2K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-423- 13.68% |
$31.7K - $35.1K
|
2.67K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-425- 2.46% |
$31.8K - $35.2K
|
16.9K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-429- 1.46% |
$32.1K - $35.6K
|
29K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-432- 52.88% |
$32.4K - $35.8K
|
385
$30.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-436- 0.56% |
$32.7K - $36.2K
|
77.7K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-450- 9.3% |
$33.7K - $37.3K
|
4.39K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-452- 0.16% |
$33.9K - $37.5K
|
278K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-455- 0.44% |
$34.1K - $37.7K
|
102K
$8.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-475- 0.32% |
$35.6K - $39.4K
|
148K
$11.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-476- 2.98% |
$35.6K - $39.5K
|
15.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-487- 8.01% |
$36.5K - $40.4K
|
5.6K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-498- 3.55% |
$37.3K - $41.3K
|
13.5K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-500- 7.97% |
$37.4K - $41.5K
|
5.78K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-503- 7.35% |
$37.7K - $41.7K
|
6.34K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-516- 8.92% |
$38.6K - $42.8K
|
5.27K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-518- 16.52% |
$38.8K - $43K
|
2.62K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-538- 2.4% |
$40.3K - $44.6K
|
21.9K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-548- 1.03% |
$41K - $45.4K
|
52.9K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-562- 2.01% |
$42.1K - $46.6K
|
27.4K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-569- 1.49% |
$42.6K - $47.2K
|
37.6K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-569- 10.97% |
$42.6K - $47.2K
|
4.62K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-575- 1.24% |
$43.1K - $47.7K
|
45.7K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-578- 14.42% |
$43.3K - $47.9K
|
3.43K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-632- 8.78% |
$47.3K - $52.4K
|
6.57K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-632- 4.69% |
$47.3K - $52.4K
|
12.8K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-639- 11.48% |
$47.9K - $53K
|
4.93K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-651- 7.06% |
$48.8K - $54K
|
8.58K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-653- 3.93% |
$48.9K - $54.2K
|
16K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-661- 2.24% |
$49.5K - $54.8K
|
28.9K
$2.28M
|