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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-38- 0.7% |
$2.78K - $3.15K
|
5.42K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-39- 90.7% |
$2.85K - $3.23K
|
4
$358
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-41- 0.35% |
$3K - $3.39K
|
11.8K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-42- 0.69% |
$3.07K - $3.48K
|
6.01K
$538K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 0.66% |
$3.65K - $4.14K
|
7.5K
$671K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-50- 0.6% |
$3.65K - $4.14K
|
8.28K
$741K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-51- 0.54% |
$3.73K - $4.22K
|
9.4K
$841K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-52- 1.06% |
$3.8K - $4.3K
|
4.85K
$434K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 14.92% |
$3.95K - $4.47K
|
308
$27.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-57- 0.24% |
$4.17K - $4.72K
|
23.2K
$2.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-57- 1.76% |
$4.17K - $4.72K
|
3.18K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-57- 0.2% |
$4.17K - $4.72K
|
28.2K
$2.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-60- 0.7% |
$4.39K - $4.97K
|
8.46K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-60- 1.88% |
$4.39K - $4.97K
|
3.13K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-63- 1.91% |
$4.6K - $5.21K
|
3.24K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-63- 1.44% |
$4.6K - $5.21K
|
4.32K
$387K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-64- 2.96% |
$4.68K - $5.3K
|
2.1K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-68- 1.77% |
$4.97K - $5.63K
|
3.77K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-68- 0.78% |
$4.97K - $5.63K
|
8.6K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-74- 2.53% |
$5.41K - $6.12K
|
2.85K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 2.05% |
$5.48K - $6.21K
|
3.58K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-75- 1.9% |
$5.48K - $6.21K
|
3.87K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-80- 27.03% |
$5.85K - $6.62K
|
216
$19.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-81- 2.62% |
$5.92K - $6.7K
|
3.01K
$269K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-81- 3.19% |
$5.92K - $6.7K
|
2.46K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-82- 1.73% |
$5.99K - $6.79K
|
4.65K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-82- 2.08% |
$5.99K - $6.79K
|
3.87K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-84- 0.2% |
$6.14K - $6.95K
|
42.7K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-90- 0.69% |
$6.58K - $7.45K
|
13K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 25.91% |
$6.8K - $7.7K
|
266
$23.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-95- 0.42% |
$6.94K - $7.86K
|
22.7K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-95- 9.27% |
$6.94K - $7.86K
|
930
$83.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-95- 1.19% |
$6.94K - $7.86K
|
7.9K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 1.89% |
$7.31K - $8.28K
|
5.2K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-103- 0.11% |
$7.53K - $8.53K
|
92.8K
$8.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-105- 2.47% |
$7.67K - $8.69K
|
4.14K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-108- 2.97% |
$7.89K - $8.94K
|
3.53K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-116- 1.53% |
$8.48K - $9.6K
|
7.49K
$670K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-119- 3.21% |
$8.7K - $9.85K
|
3.59K
$321K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-121- 2.04% |
$8.84K - $10K
|
5.82K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 17.08% |
$9.14K - $10.3K
|
607
$54.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-126- 2.55% |
$9.21K - $10.4K
|
4.82K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-128- 0.92% |
$9.36K - $10.6K
|
13.8K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-135- 7.41% |
$9.87K - $11.2K
|
1.69K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-136- 0.2% |
$9.94K - $11.3K
|
67.8K
$6.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-138- 0.43% |
$10.1K - $11.4K
|
31.8K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-144- 0.43% |
$10.5K - $11.9K
|
33.7K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-147- 2.5% |
$10.7K - $12.2K
|
5.74K
$513K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-147- 6.27% |
$10.7K - $12.2K
|
2.2K
$197K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-148- 3.96% |
$10.8K - $12.2K
|
3.59K
$321K
|