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 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 28.52% |
$1.48M - $1.64M
|
49.7K
$3.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 77.12% |
$1.49M - $1.65M
|
5.89K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 45.31% |
$1.53M - $1.69M
|
24.6K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.8K- 54.8% |
$1.56M - $1.73M
|
17.2K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-22.5K- 10.58% |
$1.68M - $1.86M
|
190K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-24K- 43.37% |
$1.8M - $1.99M
|
31.4K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25.1K- 46.82% |
$1.88M - $2.08M
|
28.5K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-27K- 59.23% |
$2.02M - $2.24M
|
18.6K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.4K- 37.13% |
$2.05M - $2.27M
|
46.4K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-27.9K- 90.58% |
$2.09M - $2.31M
|
2.9K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-28.3K- 12.07% |
$2.12M - $2.35M
|
206K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-29K- 89.15% |
$2.17M - $2.4M
|
3.53K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-29.5K- 91.5% |
$2.21M - $2.45M
|
2.74K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-29.8K- 37.41% |
$2.23M - $2.47M
|
49.9K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32K- 8.92% |
$2.39M - $2.65M
|
327K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-33.4K- 86.41% |
$2.5M - $2.77M
|
5.25K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34.5K- 85.3% |
$2.59M - $2.86M
|
5.95K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-35K- 99.96% |
$2.62M - $2.9M
|
14
$1.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-36.5K- 20.32% |
$2.73M - $3.03M
|
143K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36.9K- 8.31% |
$2.77M - $3.06M
|
407K
$32.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37K- 0.66% |
$2.77M - $3.07M
|
5.59M
$442M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.1K- 11.34% |
$2.93M - $3.24M
|
306K
$24.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.9K- 64.1% |
$2.99M - $3.31M
|
22.4K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-40.9K- 88.67% |
$3.07M - $3.4M
|
5.23K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-42.9K- 93.31% |
$3.21M - $3.56M
|
3.08K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.2K- 73.4% |
$3.39M - $3.75M
|
16.4K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-49K- 32.64% |
$3.67M - $4.06M
|
101K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-49.7K- 74.7% |
$3.72M - $4.12M
|
16.8K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-50.4K- 27.18% |
$3.78M - $4.18M
|
135K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-51.2K- 56.8% |
$3.83M - $4.24M
|
38.9K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
SELL
|
- |
-51.6K- 6.35% |
$3.86M - $4.28M
|
761K
$60.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57.5K- 76.76% |
$4.31M - $4.77M
|
17.4K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-57.9K- 98.59% |
$4.34M - $4.81M
|
831
$65.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-59.7K- 95.42% |
$4.47M - $4.95M
|
2.86K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-60K- 91.39% |
$4.49M - $4.97M
|
5.65K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 33.15% |
$4.49M - $4.98M
|
121K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-61.2K- 76.85% |
$4.58M - $5.08M
|
18.4K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.9K- 18.75% |
$4.64M - $5.13M
|
268K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-65.5K- 95.18% |
$4.9M - $5.43M
|
3.31K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-70.3K- 82.0% |
$5.27M - $5.83M
|
15.4K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.2K- 8.71% |
$5.48M - $6.07M
|
767K
$60.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-74.1K- 42.37% |
$5.55M - $6.15M
|
101K
$7.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-75.8K- 44.95% |
$5.68M - $6.29M
|
92.8K
$7.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77K- 96.5% |
$5.77M - $6.39M
|
2.79K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.1K- 75.26% |
$5.78M - $6.4M
|
25.4K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82.9K- 28.82% |
$6.21M - $6.87M
|
205K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85.4K- 99.63% |
$6.4M - $7.09M
|
317
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-85.8K- 94.68% |
$6.42M - $7.11M
|
4.82K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-87.1K- 28.97% |
$6.52M - $7.22M
|
213K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-89.5K- 63.17% |
$6.7M - $7.42M
|
52.2K
$4.13M
|