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 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
26+ 0.23% |
$1.95K - $2.16K
|
11.4K
$885K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
26+ 0.93% |
$1.95K - $2.16K
|
2.83K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.71% |
$1.72K - $1.91K
|
3.26K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$1.5K - $1.66K
|
20
$1.56K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 0.33% |
$1.42K - $1.58K
|
5.77K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.27% |
$1.2K - $1.33K
|
5.89K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 3.72% |
$1.12K - $1.24K
|
418
$32.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11+ 24.44% |
$824 - $912
|
56
$4.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.84% |
$599 - $663
|
965
$75.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$599 - $663
|
8
$623
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$599 - $663
|
4.2K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
8+ 0.09% |
$599 - $663
|
8.83K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.88% |
$225 - $249
|
344
$26.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.05% |
$150 - $166
|
3.65K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$74.9 - $82.9
|
519
$40.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.56% |
$74.9 - $82.9
|
65
$5.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 3.03% |
$74.9 - $82.9
|
34
$2.65K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$74.9 - $82.9
|
4.75K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.37% |
$74.9 - $82.9
|
270
$21K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3- 0.03% |
$225 - $249
|
11.3K
$884K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-5- 14.71% |
$374 - $415
|
29
$2.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.02% |
$374 - $415
|
20.2K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.33% |
$749 - $829
|
2.99K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13- 0.1% |
$974 - $1.08K
|
13.5K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-15- 0.26% |
$1.12K - $1.24K
|
5.66K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.13% |
$1.35K - $1.49K
|
13.7K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-19- 0.47% |
$1.42K - $1.58K
|
4.03K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-22- 0.19% |
$1.65K - $1.82K
|
11.6K
$900K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.55% |
$1.72K - $1.91K
|
4.18K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-24- 0.08% |
$1.8K - $1.99K
|
28.7K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-28- 17.5% |
$2.1K - $2.32K
|
132
$10.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-29- 0.13% |
$2.17K - $2.4K
|
22.8K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-30- 0.23% |
$2.25K - $2.49K
|
13.1K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-39- 0.5% |
$2.92K - $3.23K
|
7.76K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 0.5% |
$3.37K - $3.73K
|
8.96K
$697K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 98.0% |
$3.67K - $4.06K
|
1
$77.9
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-51- 1.06% |
$3.82K - $4.23K
|
4.74K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 4.78% |
$4.49K - $4.98K
|
1.2K
$93.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-60- 0.86% |
$4.49K - $4.98K
|
6.94K
$541K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-68- 0.12% |
$5.09K - $5.64K
|
54.3K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-71- 0.75% |
$5.32K - $5.89K
|
9.39K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-75- 0.6% |
$5.62K - $6.22K
|
12.4K
$968K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-86- 1.18% |
$6.44K - $7.13K
|
7.23K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-89- 36.93% |
$6.67K - $7.38K
|
152
$11.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 0.7% |
$7.11K - $7.88K
|
13.5K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-97- 1.14% |
$7.26K - $8.04K
|
8.43K
$657K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-105- 0.71% |
$7.86K - $8.71K
|
14.6K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-106- 1.49% |
$7.94K - $8.79K
|
6.99K
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-107- 16.46% |
$8.01K - $8.87K
|
543
$42.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-111- 26.06% |
$8.31K - $9.21K
|
315
$24.5K
|