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 08, 2025
Q2 2025
|
Passaic Partners LLC
|
SELL
|
- |
-19.2K- 10.32% |
$1.4M - $1.59M
|
167K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 26.43% |
$1.43M - $1.62M
|
54.4K
$4.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.7K- 7.03% |
$1.51M - $1.71M
|
274K
$24.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-21.3K- 67.46% |
$1.56M - $1.76M
|
10.3K
$919K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 54.58% |
$1.6M - $1.81M
|
18.2K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-22.8K- 41.89% |
$1.67M - $1.89M
|
31.7K
$2.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-23.4K- 55.65% |
$1.71M - $1.94M
|
18.7K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-24.2K- 66.39% |
$1.77M - $2M
|
12.2K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-24.2K- 39.21% |
$1.77M - $2.01M
|
37.6K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.3K- 9.01% |
$1.78M - $2.01M
|
245K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-25.9K- 15.53% |
$1.9M - $2.15M
|
141K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-26.2K- 6.81% |
$1.92M - $2.17M
|
359K
$32.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27K- 41.96% |
$1.97M - $2.23M
|
37.3K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-29.1K- 57.93% |
$2.13M - $2.41M
|
21.1K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-32.2K- 42.55% |
$2.35M - $2.66M
|
43.5K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34.2K- 20.58% |
$2.5M - $2.83M
|
132K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-34.5K- 55.07% |
$2.52M - $2.86M
|
28.2K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-35K- 74.77% |
$2.56M - $2.9M
|
11.8K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-38K- 37.8% |
$2.77M - $3.14M
|
62.5K
$5.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-38.4K- 97.88% |
$2.81M - $3.18M
|
831
$74.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-41.8K- 6.16% |
$3.05M - $3.46M
|
636K
$57M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 97.68% |
$3.09M - $3.5M
|
1K
$89.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-42.9K- 55.93% |
$3.14M - $3.55M
|
33.8K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-43.2K- 90.5% |
$3.16M - $3.58M
|
4.53K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-43.5K- 75.18% |
$3.18M - $3.6M
|
14.4K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.2K- 31.8% |
$3.59M - $4.07M
|
105K
$9.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-53.8K- 26.83% |
$3.93M - $4.45M
|
147K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-58.2K- 25.47% |
$4.25M - $4.81M
|
170K
$15.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-59.4K- 86.86% |
$4.34M - $4.92M
|
8.99K
$805K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62.7K- 49.2% |
$4.59M - $5.19M
|
64.8K
$5.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-64.6K- 35.98% |
$4.72M - $5.35M
|
115K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-73.4K- 87.6% |
$5.36M - $6.07M
|
10.4K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-82.9K- 19.74% |
$6.06M - $6.86M
|
337K
$30.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.6K- 48.72% |
$6.47M - $7.33M
|
93.2K
$8.35M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-90.9K- 64.29% |
$6.64M - $7.52M
|
50.5K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-97.6K- 28.51% |
$7.13M - $8.08M
|
245K
$21.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-102K- 87.78% |
$7.42M - $8.4M
|
14.1K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-103K- 80.87% |
$7.54M - $8.54M
|
24.4K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-117K- 92.3% |
$8.53M - $9.66M
|
9.75K
$872K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-131K- 44.49% |
$9.59M - $10.9M
|
164K
$14.7M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-131K- 44.49% |
$9.59M - $10.9M
|
164K
$14.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-132K- 97.47% |
$9.67M - $10.9M
|
3.43K
$307K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-145K- 49.49% |
$10.6M - $12M
|
148K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-147K- 5.12% |
$10.7M - $12.1M
|
2.72M
$243M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-148K- 96.11% |
$10.8M - $12.2M
|
5.99K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 14.52% |
$11.3M - $12.8M
|
909K
$81.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-167K- 65.78% |
$12.2M - $13.8M
|
87K
$7.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-176K- 25.04% |
$12.9M - $14.6M
|
527K
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-232K- 84.28% |
$17M - $19.2M
|
43.3K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-240K- 50.52% |
$17.5M - $19.9M
|
235K
$21.1M
|