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 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
19.9KNew |
$1.49M - $1.65M
|
19.9K
$1.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
19.8KNew |
$1.48M - $1.64M
|
19.8K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.6K+ 178.44% |
$1.46M - $1.62M
|
30.5K
$2.38M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.2K+ 443.61% |
$1.44M - $1.59M
|
23.5K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
19.2KNew |
$1.43M - $1.59M
|
19.2K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18.7K+ 249.6% |
$1.4M - $1.55M
|
26.2K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
18.7KNew |
$1.4M - $1.55M
|
18.7K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
18.7K+ 24.1% |
$1.4M - $1.55M
|
96.2K
$7.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.39M - $1.54M
|
18.6K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.39M - $1.54M
|
18.6K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
18.1KNew |
$1.35M - $1.5M
|
18.1K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18K+ 77.71% |
$1.35M - $1.49M
|
41.1K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.7K+ 24.56% |
$1.33M - $1.47M
|
90K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
17.3K+ 5872.11% |
$1.29M - $1.43M
|
17.6K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
17.1K+ 28.57% |
$1.28M - $1.42M
|
77.1K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 11.45% |
$1.25M - $1.38M
|
162K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
16.5KNew |
$1.23M - $1.37M
|
16.5K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.1K+ 27.52% |
$1.2M - $1.33M
|
74.4K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
16KNew |
$1.2M - $1.33M
|
16K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
15.9KNew |
$1.19M - $1.32M
|
15.9K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
15.7KNew |
$1.18M - $1.3M
|
15.7K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.6KNew |
$1.17M - $1.29M
|
15.6K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
15.2K+ 1.58% |
$1.14M - $1.26M
|
979K
$76.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.7KNew |
$1.1M - $1.22M
|
14.7K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
14.3KNew |
$1.07M - $1.19M
|
14.3K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
14.2KNew |
$1.06M - $1.18M
|
14.2K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2K+ 8.19% |
$1.06M - $1.18M
|
187K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14K+ 50.31% |
$1.05M - $1.16M
|
41.9K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13.7KNew |
$1.03M - $1.14M
|
13.7K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 7.71% |
$1.01M - $1.12M
|
189K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.5KNew |
$1.01M - $1.12M
|
13.5K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
13.3K+ 3.12% |
$998K - $1.1M
|
440K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
13.2KNew |
$990K - $1.1M
|
13.2K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
13.1KNew |
$983K - $1.09M
|
13.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
13K+ 58.16% |
$973K - $1.08M
|
35.3K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.9K+ 43.69% |
$967K - $1.07M
|
42.5K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.7K+ 31.78% |
$954K - $1.06M
|
52.8K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.7KNew |
$948K - $1.05M
|
12.7K
$987K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.4KNew |
$932K - $1.03M
|
12.4K
$971K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$913K - $1.01M
|
12.2K
$951K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.1K+ 43.39% |
$905K - $1M
|
39.9K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
11.9KNew |
$889K - $985K
|
11.9K
$926K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
11.8KNew |
$884K - $979K
|
11.8K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 113.71% |
$877K - $971K
|
22K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 491.84% |
$871K - $965K
|
14K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
11.5K+ 26.6% |
$865K - $958K
|
54.9K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 4.37% |
$852K - $944K
|
272K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
11.3KNew |
$843K - $933K
|
11.3K
$878K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.2K+ 174.73% |
$840K - $930K
|
17.6K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
11KNew |
$824K - $912K
|
11K
$858K
|