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 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-301- 3.26% |
$22K - $24.9K
|
8.93K
$800K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-303- 11.93% |
$22.1K - $25.1K
|
2.24K
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-304- 2.26% |
$22.2K - $25.2K
|
13.2K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-307- 1.73% |
$22.4K - $25.4K
|
17.4K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-308- 9.82% |
$22.5K - $25.5K
|
2.83K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-320- 2.33% |
$23.4K - $26.5K
|
13.4K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-330- 4.04% |
$24.1K - $27.3K
|
7.85K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-348- 6.51% |
$25.4K - $28.8K
|
5K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-350- 2.82% |
$25.6K - $29K
|
12.1K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-350- 6.56% |
$25.6K - $29K
|
4.99K
$446K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-353- 4.33% |
$25.8K - $29.2K
|
7.79K
$698K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-353- 0.37% |
$25.8K - $29.2K
|
96K
$8.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-355- 0.67% |
$25.9K - $29.4K
|
52.5K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-364- 3.01% |
$26.6K - $30.1K
|
11.7K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-365- 5.5% |
$26.7K - $30.2K
|
6.27K
$561K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-366- 0.53% |
$26.8K - $30.3K
|
69.2K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-369- 0.09% |
$27K - $30.5K
|
396K
$35.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-373- 3.46% |
$27.3K - $30.9K
|
10.4K
$932K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-375- 1.74% |
$27.4K - $31K
|
21.2K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-380- 1.35% |
$27.8K - $31.5K
|
27.8K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-383- 14.67% |
$28K - $31.7K
|
2.23K
$199K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-385- 27.8% |
$28.1K - $31.9K
|
1K
$89.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-390- 7.86% |
$28.5K - $32.3K
|
4.57K
$409K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-394- 10.37% |
$28.8K - $32.6K
|
3.41K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-400- 8.33% |
$29.2K - $33.1K
|
4.4K
$394K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-400- 7.14% |
$29.2K - $33.1K
|
5.2K
$466K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-400- 1.47% |
$29.2K - $33.1K
|
26.8K
$2.4M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-407- 92.08% |
$29.7K - $33.7K
|
35
$3.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-413- 0.91% |
$30.2K - $34.2K
|
44.9K
$4.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-414- 10.8% |
$30.3K - $34.3K
|
3.42K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-443- 2.04% |
$32.4K - $36.7K
|
21.3K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-448- 4.02% |
$32.7K - $37.1K
|
10.7K
$956K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-450- 0.76% |
$32.9K - $37.2K
|
58.5K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-453- 2.16% |
$33.1K - $37.5K
|
20.5K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-453- 3.15% |
$33.1K - $37.5K
|
13.9K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-469- 12.05% |
$34.3K - $38.8K
|
3.42K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-473- 3.43% |
$34.6K - $39.2K
|
13.3K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-485- 7.2% |
$35.4K - $40.1K
|
6.25K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-496- 4.06% |
$36.3K - $41.1K
|
11.7K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-498- 5.64% |
$36.4K - $41.2K
|
8.34K
$746K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-499- 0.73% |
$36.5K - $41.3K
|
67.6K
$6.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-500- 1.74% |
$36.5K - $41.4K
|
28.2K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-500- 7.53% |
$36.5K - $41.4K
|
6.14K
$550K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-500- 9.97% |
$36.5K - $41.4K
|
4.52K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-500- 9.22% |
$36.5K - $41.4K
|
4.92K
$441K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-502- 8.11% |
$36.7K - $41.6K
|
5.69K
$509K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-510- 46.36% |
$37.3K - $42.2K
|
590
$52.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-525- 47.38% |
$38.4K - $43.5K
|
583
$52.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-526- 6.35% |
$38.4K - $43.5K
|
7.76K
$695K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-531- 49.77% |
$38.8K - $44K
|
536
$48K
|