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 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
43.9KNew |
$3.28M - $3.64M
|
43.9K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
43.2KNew |
$3.24M - $3.58M
|
43.2K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
42.7KNew |
$3.2M - $3.54M
|
42.7K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
41.4KNew |
$3.1M - $3.43M
|
41.4K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
40.9K+ 782.62% |
$3.07M - $3.4M
|
46.2K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.8K+ 5.73% |
$2.98M - $3.3M
|
733K
$57.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.6K+ 11.24% |
$2.96M - $3.28M
|
392K
$30.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
39.5K+ 2641.64% |
$2.96M - $3.28M
|
41K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
38.6K+ 8.73% |
$2.89M - $3.2M
|
481K
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
38.2K+ 567.33% |
$2.86M - $3.17M
|
45K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
36.8KNew |
$2.76M - $3.05M
|
36.8K
$2.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.5K+ 99.56% |
$2.66M - $2.95M
|
71.2K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 124.24% |
$2.65M - $2.93M
|
63.8K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
35.2KNew |
$2.63M - $2.92M
|
35.2K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.1K+ 80.4% |
$2.63M - $2.91M
|
78.7K
$6.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
34.8KNew |
$2.61M - $2.89M
|
34.8K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
34.7K+ 3470600.0% |
$2.6M - $2.88M
|
34.7K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.3K+ 1.3% |
$2.57M - $2.85M
|
2.68M
$209M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34.2K+ 897.53% |
$2.56M - $2.84M
|
38K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
33.6K+ 18.1% |
$2.51M - $2.78M
|
219K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32.9K+ 165.86% |
$2.46M - $2.73M
|
52.8K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
32.8K+ 130.95% |
$2.46M - $2.72M
|
57.8K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
31.8KNew |
$2.38M - $2.64M
|
31.8K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
31.8KNew |
$2.38M - $2.64M
|
31.8K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
31.8KNew |
$2.38M - $2.64M
|
31.8K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
30.7K+ 47.46% |
$2.3M - $2.55M
|
95.4K
$7.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.7K+ 17.62% |
$2.3M - $2.54M
|
205K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
29.6K+ 92.94% |
$2.21M - $2.45M
|
61.4K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
29.3K+ 23.71% |
$2.19M - $2.43M
|
153K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
BUY
|
- |
28KNew |
$2.1M - $2.32M
|
28K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
27.6K+ 93.71% |
$2.07M - $2.29M
|
57.1K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
27.2K+ 3.91% |
$2.04M - $2.25M
|
722K
$56.3M
|
|
|
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
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
25.2K+ 363.03% |
$1.89M - $2.09M
|
32.2K
$2.51M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.9K+ 46.33% |
$1.87M - $2.07M
|
78.7K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
24.8KNew |
$1.86M - $2.06M
|
24.8K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
22.6K+ 21.8% |
$1.69M - $1.88M
|
126K
$9.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22.6K+ 390.25% |
$1.69M - $1.88M
|
28.4K
$2.22M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
22.4KNew |
$1.67M - $1.85M
|
22.4K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.1K+ 263.1% |
$1.66M - $1.83M
|
30.5K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.8K+ 48.43% |
$1.63M - $1.81M
|
66.8K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
21.6KNew |
$1.62M - $1.8M
|
21.6K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21.4K+ 164.73% |
$1.6M - $1.78M
|
34.4K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.3K+ 69.23% |
$1.6M - $1.77M
|
52.2K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
21KNew |
$1.57M - $1.74M
|
21K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$1.57M - $1.74M
|
20.9K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
20.3KNew |
$1.52M - $1.69M
|
20.3K
$1.59M
|