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
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
11KNew |
$824K - $912K
|
11K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 14.3% |
$808K - $895K
|
86.2K
$6.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
10.7K+ 223.55% |
$801K - $887K
|
15.5K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.7K+ 35.64% |
$801K - $887K
|
40.7K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$800K - $886K
|
10.7K
$834K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.7K+ 67.13% |
$798K - $884K
|
26.5K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.6KNew |
$790K - $875K
|
10.6K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
10.5KNew |
$787K - $872K
|
10.5K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.3KNew |
$770K - $853K
|
10.3K
$802K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
10.1K+ 15.93% |
$757K - $838K
|
73.6K
$5.74M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.1K+ 5.15% |
$757K - $838K
|
206K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10K+ 119.27% |
$749K - $829K
|
18.4K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10K+ 41.62% |
$749K - $829K
|
34K
$2.65M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.69K+ 10.96% |
$726K - $803K
|
98K
$7.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.65K+ 15.73% |
$723K - $800K
|
71K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
9.59KNew |
$718K - $795K
|
9.59K
$748K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
9.56KNew |
$716K - $793K
|
9.56K
$745K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.51K+ 20.49% |
$712K - $788K
|
55.9K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.2KNew |
$689K - $763K
|
9.2K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.18K+ 79.94% |
$687K - $761K
|
20.7K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
8.9KNew |
$667K - $738K
|
8.9K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
8.87KNew |
$664K - $735K
|
8.87K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.84K+ 25.67% |
$662K - $733K
|
43.3K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
8.72KNew |
$653K - $723K
|
8.72K
$680K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.71K+ 8.14% |
$652K - $722K
|
116K
$9.02M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.7K+ 28.93% |
$651K - $721K
|
38.8K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.63K+ 4.37% |
$646K - $716K
|
206K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.59K+ 85.97% |
$643K - $713K
|
18.6K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.54K+ 123.53% |
$640K - $708K
|
15.5K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.49KNew |
$636K - $704K
|
8.49K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.33K+ 220.81% |
$624K - $691K
|
12.1K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.19K+ 2.82% |
$613K - $679K
|
299K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.06K+ 35.95% |
$604K - $668K
|
30.5K
$2.38M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
8.04KNew |
$602K - $666K
|
8.04K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.01K+ 105.74% |
$600K - $664K
|
15.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
BUY
|
- |
7.7KNew |
$577K - $639K
|
7.7K
$600K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.62K+ 85.24% |
$571K - $632K
|
16.6K
$1.29M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.54K+ 63.7% |
$565K - $625K
|
19.4K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.32K+ 3.46% |
$548K - $607K
|
219K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.22KNew |
$541K - $599K
|
7.22K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.12K+ 54.72% |
$533K - $591K
|
20.1K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.97KNew |
$522K - $578K
|
6.97K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.95K+ 54.0% |
$520K - $576K
|
19.8K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.92K+ 3.08% |
$518K - $574K
|
231K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.91K+ 15.41% |
$517K - $573K
|
51.7K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.9KNew |
$517K - $573K
|
6.9K
$538K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.71KNew |
$503K - $557K
|
6.71K
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.63KNew |
$496K - $550K
|
6.63K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.51K+ 9.13% |
$488K - $540K
|
77.9K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.48KNew |
$485K - $537K
|
6.48K
$505K
|