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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
17.7KNew |
$1.29M - $1.46M
|
17.7K
$1.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70New |
$5.12K - $5.79K
|
70
$6.03K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 1.28% |
$11.9M - $13.5M
|
12.9M
$1.11B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.5K+ 14.33% |
$2.16M - $2.44M
|
236K
$20.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
158K+ 115.48% |
$11.5M - $13M
|
294K
$25.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-167- 76.96% |
$12.2K - $13.8K
|
50
$4.31K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
20+ 0.68% |
$1.46K - $1.66K
|
2.96K
$255K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 8.11% |
$175K - $198K
|
27.2K
$2.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
17.2K
$1.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
18.5KNew |
$1.35M - $1.53M
|
18.5K
$1.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-791- 8.45% |
$57.8K - $65.5K
|
8.57K
$739K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.72KNew |
$272K - $308K
|
3.72K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-500- 1.74% |
$36.5K - $41.4K
|
28.2K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-307- 1.73% |
$22.4K - $25.4K
|
17.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-263K- 6.07% |
$19.2M - $21.7M
|
4.06M
$350M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.75K- 3.45% |
$201K - $228K
|
77K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$1.46K - $1.66K
|
20
$1.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13K+ 14.86% |
$953K - $1.08M
|
101K
$8.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6K+ 52.17% |
$439K - $497K
|
17.5K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-176K- 25.04% |
$12.9M - $14.6M
|
527K
$45.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-95- 1.19% |
$6.94K - $7.86K
|
7.9K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 0.49% |
$1.26M - $1.43M
|
3.52M
$304M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
PUT |
1M+ 84.93% |
$73.1M - $82.7M
|
2.18M
$188M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
829+ 2.38% |
$60.6K - $68.6K
|
35.7K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 51.72% |
$2.19K - $2.48K
|
28
$2.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.59K+ 94.05% |
$190K - $215K
|
5.35K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
866+ 15.68% |
$63.3K - $71.7K
|
6.39K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
425K+ 15.38% |
$31.1M - $35.2M
|
3.19M
$275M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.9K+ 19.09% |
$1.53M - $1.73M
|
131K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.3K- 9.01% |
$1.78M - $2.01M
|
245K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.97K+ 45.26% |
$582K - $660K
|
25.6K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-232K- 84.28% |
$17M - $19.2M
|
43.3K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
122KNew |
$8.94M - $10.1M
|
122K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-572K- 51.94% |
$41.8M - $47.3M
|
529K
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-136- 0.2% |
$9.94K - $11.3K
|
67.8K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-35K- 74.77% |
$2.56M - $2.9M
|
11.8K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-250K- 78.16% |
$18.2M - $20.7M
|
69.7K
$6.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$80.2K - $90.8K
|
1.1K
$94.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.7K+ 20.19% |
$1.29M - $1.46M
|
105K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
28.1KNew |
$2.06M - $2.33M
|
28.1K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
34.2KNew |
$2.5M - $2.83M
|
34.2K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.27M+ 110.26% |
$239M - $271M
|
6.24M
$538M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3.8KNew |
$278K - $315K
|
3.8K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2KNew |
$146K - $165K
|
2K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.32K- 5.21% |
$96.3K - $109K
|
24K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.37KNew |
$246K - $279K
|
3.37K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-164- 4.01% |
$12K - $13.6K
|
3.93K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.24K+ 63.51% |
$163K - $185K
|
5.75K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
15.3K+ 229.73% |
$1.11M - $1.26M
|
21.9K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
90.2K+ 78.63% |
$6.59M - $7.46M
|
205K
$17.7M
|