Purchases and Sales Made in Q2 2025 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
577KNew |
$42.2M - $47.8M
|
577K
$48.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
101KNew |
$7.41M - $8.39M
|
101K
$8.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
97.8K+ 8.01% |
$7.15M - $8.1M
|
1.32M
$112M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
79.2KNew |
$5.79M - $6.56M
|
79.2K
$6.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.2K+ 426.98% |
$5.42M - $6.14M
|
91.5K
$7.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
73.4KNew |
$5.37M - $6.08M
|
73.4K
$6.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.1KNew |
$4.91M - $5.56M
|
67.1K
$5.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
64.5K+ 223.71% |
$4.72M - $5.34M
|
93.4K
$7.89M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
64KNew |
$4.67M - $5.29M
|
64K
$5.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
63K+ 116.77% |
$4.61M - $5.22M
|
117K
$9.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
62.2K+ 12.87% |
$4.55M - $5.15M
|
546K
$46.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
62.1KNew |
$4.54M - $5.14M
|
62.1K
$5.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
58.1KNew |
$4.25M - $4.81M
|
58.1K
$4.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
45.6K+ 118.33% |
$3.33M - $3.78M
|
84.2K
$7.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
27.5KNew |
$2.01M - $2.27M
|
27.5K
$2.32M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
26.4K+ 287.46% |
$1.93M - $2.18M
|
35.5K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25.1K+ 2205.46% |
$1.83M - $2.07M
|
26.2K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
23K+ 19.19% |
$1.68M - $1.91M
|
143K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
21.1K+ 26681.01% |
$1.54M - $1.74M
|
21.2K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
20.9KNew |
$1.53M - $1.73M
|
20.9K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
19.8KNew |
$1.45M - $1.64M
|
19.8K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
19.8K+ 7.73% |
$1.45M - $1.64M
|
276K
$23.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
18.7K+ 95.03% |
$1.37M - $1.55M
|
38.5K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.5K+ 47.73% |
$1.28M - $1.45M
|
54.2K
$4.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.3K+ 327.9% |
$1.04M - $1.18M
|
18.6K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.8K+ 30.08% |
$1.01M - $1.14M
|
59.5K
$5.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
13K+ 76.47% |
$950K - $1.08M
|
30K
$2.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.5KNew |
$837K - $948K
|
11.5K
$968K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
10.4K+ 6.49% |
$764K - $865K
|
171K
$14.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
10K+ 41.89% |
$731K - $828K
|
33.9K
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.88K+ 225.18% |
$649K - $735K
|
12.8K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.65K+ 42.42% |
$632K - $716K
|
29K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.53K+ 13.09% |
$623K - $706K
|
73.7K
$6.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
8.53K+ 41.36% |
$623K - $706K
|
29.2K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.1K+ 1.75% |
$592K - $670K
|
471K
$39.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.09K+ 14.64% |
$591K - $670K
|
63.4K
$5.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.99K+ 29.86% |
$584K - $661K
|
34.7K
$2.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.65K+ 105.62% |
$559K - $633K
|
14.9K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.4KNew |
$541K - $612K
|
7.4K
$625K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.18K+ 141.78% |
$525K - $594K
|
12.2K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.15K+ 70.53% |
$523K - $592K
|
17.3K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.96K+ 117.72% |
$508K - $576K
|
12.9K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.72K+ 241.03% |
$491K - $556K
|
9.51K
$804K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.5K+ 66.74% |
$475K - $538K
|
16.2K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6.41K+ 9.4% |
$468K - $530K
|
74.6K
$6.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.27K+ 21.49% |
$458K - $519K
|
35.5K
$3M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.04K+ 9.77% |
$442K - $500K
|
67.9K
$5.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
6.03KNew |
$440K - $499K
|
6.03K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
5.8KNew |
$424K - $480K
|
5.8K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.45K+ 17.39% |
$398K - $451K
|
36.8K
$3.11M
|