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
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.42KNew |
$481K - $533K
|
6.42K
$501K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.41KNew |
$480K - $532K
|
6.41K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.4K+ 10.14% |
$479K - $531K
|
69.5K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.39K+ 22.51% |
$478K - $530K
|
34.8K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.38K+ 14.0% |
$478K - $529K
|
52K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.34K+ 7.48% |
$475K - $526K
|
91K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6.28K+ 70.07% |
$470K - $520K
|
15.2K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.27K+ 6.75% |
$470K - $520K
|
99.1K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.19KNew |
$464K - $514K
|
6.19K
$483K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
6.19KNew |
$463K - $513K
|
6.19K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6K+ 46.17% |
$450K - $498K
|
19K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.97KNew |
$447K - $495K
|
5.97K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.91K+ 13.45% |
$442K - $490K
|
49.8K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.89K+ 6.36% |
$441K - $489K
|
98.6K
$7.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.87KNew |
$440K - $487K
|
5.87K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.82K+ 5.67% |
$436K - $482K
|
108K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.8KNew |
$434K - $481K
|
5.8K
$452K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.76KNew |
$431K - $478K
|
5.76K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.73K+ 11.76% |
$429K - $475K
|
54.5K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.7K+ 3.76% |
$427K - $473K
|
157K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.67K+ 1.29% |
$425K - $470K
|
444K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.65K+ 5.44% |
$423K - $469K
|
110K
$8.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.59KNew |
$418K - $463K
|
5.59K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5.46KNew |
$409K - $453K
|
5.46K
$426K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5.42KNew |
$406K - $449K
|
5.42K
$422K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.4K+ 2.83% |
$404K - $447K
|
196K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.25K+ 23.13% |
$393K - $435K
|
28K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.06KNew |
$379K - $420K
|
5.06K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
5.01K+ 16.45% |
$375K - $415K
|
35.5K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.93KNew |
$370K - $409K
|
4.93K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.93KNew |
$369K - $408K
|
4.93K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.92KNew |
$369K - $408K
|
4.92K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$368K - $408K
|
4.92K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.88K+ 227.06% |
$365K - $404K
|
7.02K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.85KNew |
$363K - $402K
|
4.85K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.8KNew |
$359K - $398K
|
4.8K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.78KNew |
$358K - $397K
|
4.78K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
4.71KNew |
$353K - $391K
|
4.71K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.71KNew |
$353K - $391K
|
4.71K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.66K+ 11.7% |
$349K - $386K
|
44.5K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.63K+ 34.38% |
$347K - $384K
|
18.1K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.6K+ 7.46% |
$344K - $381K
|
66.2K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.5K+ 46.2% |
$337K - $373K
|
14.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.49KNew |
$336K - $372K
|
4.49K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.48KNew |
$336K - $372K
|
4.48K
$350K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
4.46KNew |
$334K - $370K
|
4.46K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
4.4KNew |
$329K - $365K
|
4.4K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.38K+ 2.55% |
$328K - $363K
|
176K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
4.21KNew |
$316K - $349K
|
4.21K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.2K+ 57.11% |
$314K - $348K
|
11.5K
$900K
|