Latest Institutional Transactions on Utilities Sector Spdr (XLU)
This table provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
97.8K+ 8.01% |
$7.15M - $8.1M
|
1.32M
$112M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-710- 8.45% |
$51.9K - $58.8K
|
7.69K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18+ 0.26% |
$1.32K - $1.49K
|
7.05K
$599K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.32K- 19.57% |
$96.8K - $110K
|
5.44K
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-176- 0.34% |
$12.9K - $14.6K
|
52K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-453- 2.16% |
$33.1K - $37.5K
|
20.5K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.52% |
$1.24K - $1.41K
|
3.31K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.06K- 45.08% |
$77.8K - $88.1K
|
1.3K
$110K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.31K- 9.1% |
$169K - $191K
|
23.1K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.25K+ 12.73% |
$384K - $435K
|
46.5K
$3.95M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-68- 1.77% |
$4.97K - $5.63K
|
3.77K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-64- 2.96% |
$4.68K - $5.3K
|
2.1K
$179K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.15K- 2.94% |
$84.1K - $95.2K
|
37.9K
$3.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
785+ 11.23% |
$57.4K - $65K
|
7.78K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.88KNew |
$284K - $321K
|
3.88K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
219+ 1.04% |
$16K - $18.1K
|
21.2K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
2.7K+ 8.4% |
$197K - $223K
|
34.9K
$2.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.2K- 80.51% |
$820K - $929K
|
2.72K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.38K- 3.74% |
$101K - $114K
|
35.5K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.87K- 10.94% |
$137K - $155K
|
15.2K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-42.9K- 55.93% |
$3.14M - $3.55M
|
33.8K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.03K+ 6.0% |
$368K - $417K
|
88.9K
$7.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.16K- 48.99% |
$231K - $261K
|
3.29K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6.41K+ 9.4% |
$468K - $530K
|
74.6K
$6.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-355- 0.67% |
$25.9K - $29.4K
|
52.5K
$4.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.18K+ 141.78% |
$525K - $594K
|
12.2K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.64K+ 5.26% |
$193K - $219K
|
52.9K
$4.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
197+ 1.72% |
$14.4K - $16.3K
|
11.7K
$991K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.67K- 50.44% |
$195K - $221K
|
2.62K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
21+ 100.0% |
$1.53K - $1.74K
|
42
$3.57K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08KNew |
$371K - $421K
|
5.08K
$432K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-128- 0.92% |
$9.36K - $10.6K
|
13.8K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.95KNew |
$362K - $410K
|
4.95K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.8K+ 122.96% |
$278K - $315K
|
6.89K
$586K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.81K+ 7.03% |
$132K - $149K
|
27.5K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.64K+ 3.22% |
$120K - $136K
|
52.6K
$4.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.2K+ 426.98% |
$5.42M - $6.14M
|
91.5K
$7.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
45.6K+ 118.33% |
$3.33M - $3.78M
|
84.2K
$7.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.3K- 63.74% |
$1.19M - $1.35M
|
9.25K
$786K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
19.8K+ 7.73% |
$1.45M - $1.64M
|
276K
$23.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.5KNew |
$837K - $948K
|
11.5K
$974K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-6.32K- 16.95% |
$462K - $523K
|
31K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-450- 0.76% |
$32.9K - $37.2K
|
58.5K
$4.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-800- 20.0% |
$58.5K - $66.2K
|
3.2K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$585 - $662
|
5.88K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
130New |
$9.5K - $10.8K
|
130
$11.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-390- 7.86% |
$28.5K - $32.3K
|
4.57K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-33- 5.71% |
$2.41K - $2.73K
|
545
$46.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.59KNew |
$189K - $214K
|
2.59K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.5K+ 47.73% |
$1.28M - $1.45M
|
54.2K
$4.61M
|