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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32K- 8.92% |
$2.39M - $2.65M
|
327K
$25.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-33.4K- 86.41% |
$2.5M - $2.77M
|
5.25K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34.5K- 85.3% |
$2.59M - $2.86M
|
5.95K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-35K- 99.96% |
$2.62M - $2.9M
|
14
$1.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-36.5K- 20.32% |
$2.73M - $3.03M
|
143K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36.9K- 8.31% |
$2.77M - $3.06M
|
407K
$31.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37K- 0.66% |
$2.77M - $3.07M
|
5.59M
$436M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.1K- 11.34% |
$2.93M - $3.24M
|
306K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39.9K- 64.1% |
$2.99M - $3.31M
|
22.4K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-40.9K- 88.67% |
$3.07M - $3.4M
|
5.23K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-42.9K- 93.31% |
$3.21M - $3.56M
|
3.08K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.2K- 73.4% |
$3.39M - $3.75M
|
16.4K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-49K- 32.64% |
$3.67M - $4.06M
|
101K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-49.7K- 74.7% |
$3.72M - $4.12M
|
16.8K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-50.4K- 27.18% |
$3.78M - $4.18M
|
135K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-51.2K- 56.8% |
$3.83M - $4.24M
|
38.9K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
SELL
|
- |
-51.6K- 6.35% |
$3.86M - $4.28M
|
761K
$59.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57.5K- 76.76% |
$4.31M - $4.77M
|
17.4K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-57.9K- 98.59% |
$4.34M - $4.81M
|
831
$64.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-59.7K- 95.42% |
$4.47M - $4.95M
|
2.86K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-60K- 91.39% |
$4.49M - $4.97M
|
5.65K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 33.15% |
$4.49M - $4.98M
|
121K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-61.2K- 76.85% |
$4.58M - $5.08M
|
18.4K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.9K- 18.75% |
$4.64M - $5.13M
|
268K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-65.5K- 95.18% |
$4.9M - $5.43M
|
3.31K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-70.3K- 82.0% |
$5.27M - $5.83M
|
15.4K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.2K- 8.71% |
$5.48M - $6.07M
|
767K
$59.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-74.1K- 42.37% |
$5.55M - $6.15M
|
101K
$7.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-75.8K- 44.95% |
$5.68M - $6.29M
|
92.8K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77K- 96.5% |
$5.77M - $6.39M
|
2.79K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.1K- 75.26% |
$5.78M - $6.4M
|
25.4K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82.9K- 28.82% |
$6.21M - $6.87M
|
205K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-85.4K- 99.63% |
$6.4M - $7.09M
|
317
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-85.8K- 94.68% |
$6.42M - $7.11M
|
4.82K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-87.1K- 28.97% |
$6.52M - $7.22M
|
213K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-89.5K- 63.17% |
$6.7M - $7.42M
|
52.2K
$4.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-94.4K- 96.53% |
$7.07M - $7.83M
|
3.39K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-98.5K- 27.78% |
$7.37M - $8.17M
|
256K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-99K- 88.69% |
$7.42M - $8.21M
|
12.6K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-103K- 77.97% |
$7.7M - $8.52M
|
29K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-108K- 78.86% |
$8.09M - $8.96M
|
29K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-112K- 12.84% |
$8.4M - $9.3M
|
762K
$59.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 11.62% |
$8.92M - $9.88M
|
906K
$70.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-120K- 27.29% |
$9M - $9.97M
|
320K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-124K- 21.68% |
$9.3M - $10.3M
|
448K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-125K- 62.76% |
$9.34M - $10.3M
|
74K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-136K- 3.37% |
$10.2M - $11.3M
|
3.92M
$306M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-140KClosed |
$10.5M - $11.6M
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-153K- 96.79% |
$11.4M - $12.7M
|
5.06K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-159K- 52.43% |
$11.9M - $13.2M
|
144K
$11.3M
|