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 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.18K+ 20.01% |
$313K - $346K
|
25.1K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.11K+ 20.0% |
$307K - $341K
|
24.6K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.1KNew |
$307K - $340K
|
4.1K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.08KNew |
$306K - $339K
|
4.08K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.05K+ 13.03% |
$303K - $336K
|
35.1K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.04K+ 4.08% |
$302K - $335K
|
103K
$8.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.03K+ 26.48% |
$302K - $334K
|
19.3K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.97KNew |
$297K - $329K
|
3.97K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.94KNew |
$295K - $327K
|
3.94K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.92KNew |
$293K - $325K
|
3.92K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.87KNew |
$290K - $321K
|
3.87K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
3.83K+ 101.38% |
$287K - $317K
|
7.6K
$593K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.82KNew |
$286K - $317K
|
3.82K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.77K+ 13.44% |
$283K - $313K
|
31.9K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.7K+ 22.17% |
$277K - $307K
|
20.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.66K+ 1.96% |
$274K - $304K
|
190K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.66K+ 27.35% |
$274K - $304K
|
17K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
3.66KNew |
$274K - $303K
|
3.66K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.65KNew |
$273K - $303K
|
3.65K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.63KNew |
$272K - $301K
|
3.63K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.61K+ 44.18% |
$271K - $300K
|
11.8K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.61K+ 31.12% |
$270K - $299K
|
15.2K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.58K+ 5.56% |
$268K - $297K
|
67.9K
$5.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$262K - $290K
|
3.5K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.49KNew |
$262K - $290K
|
3.49K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.48K+ 399.88% |
$260K - $288K
|
4.34K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.47K+ 17.38% |
$260K - $288K
|
23.4K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.41KNew |
$255K - $283K
|
3.41K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.35KNew |
$251K - $278K
|
3.35K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.28K+ 2.63% |
$246K - $272K
|
128K
$9.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.28KNew |
$245K - $272K
|
3.28K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.27KNew |
$245K - $271K
|
3.27K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.26K+ 1637.19% |
$244K - $270K
|
3.46K
$270K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.25K+ 6.39% |
$243K - $269K
|
54.1K
$4.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.24KNew |
$242K - $268K
|
3.24K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.22KNew |
$241K - $267K
|
3.22K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.22K+ 5.35% |
$241K - $267K
|
63.4K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.18K+ 1.33% |
$238K - $263K
|
242K
$18.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.16KNew |
$236K - $262K
|
3.16K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.08KNew |
$231K - $256K
|
3.08K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 9.28% |
$231K - $255K
|
36.3K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.08KNew |
$231K - $255K
|
3.08K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.07KNew |
$230K - $255K
|
3.07K
$239K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.06KNew |
$229K - $254K
|
3.06K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.05K+ 13.55% |
$228K - $253K
|
25.5K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.04KNew |
$228K - $252K
|
3.04K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.04KNew |
$228K - $252K
|
3.04K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.03K+ 4.86% |
$227K - $251K
|
65.3K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.95K+ 25.01% |
$221K - $245K
|
14.7K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.95KNew |
$221K - $244K
|
2.95K
$230K
|