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 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
757+ 22.09% |
$55.3K - $62.7K
|
4.18K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-183- 0.49% |
$13.4K - $15.1K
|
36.9K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-58.2K- 25.47% |
$4.25M - $4.81M
|
170K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.5K+ 4.47% |
$1.06M - $1.2M
|
340K
$29.3M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-607- 5.87% |
$44.4K - $50.2K
|
9.73K
$838K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
33+ 0.65% |
$2.41K - $2.73K
|
5.08K
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
6.68KNew |
$489K - $553K
|
6.68K
$576K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.08K- 14.25% |
$78.9K - $89.4K
|
6.5K
$560K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
246+ 1.05% |
$18K - $20.4K
|
23.6K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$146 - $166
|
2.02K
$174K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-2.53K- 9.88% |
$185K - $209K
|
23.1K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
SELL
|
- |
-19.2K- 10.32% |
$1.4M - $1.59M
|
167K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-29.1K- 57.93% |
$2.13M - $2.41M
|
21.1K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-32.2K- 42.55% |
$2.35M - $2.66M
|
43.5K
$3.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-73.4K- 87.6% |
$5.36M - $6.07M
|
10.4K
$896K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.69K+ 17.21% |
$270K - $306K
|
25.1K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-833- 2.46% |
$60.9K - $68.9K
|
33K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-38K- 37.8% |
$2.77M - $3.14M
|
62.5K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
264+ 0.68% |
$19.3K - $21.9K
|
39.1K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61K+ 36.29% |
$118K - $134K
|
6.06K
$522K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1K+ 200.0% |
$73.1K - $82.8K
|
1.5K
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
90+ 0.48% |
$6.58K - $7.45K
|
18.7K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.1KNew |
$740K - $837K
|
10.1K
$872K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-22- 0.63% |
$1.61K - $1.82K
|
3.49K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-24.2K- 39.21% |
$1.77M - $2.01M
|
37.6K
$3.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 2.68% |
$159K - $180K
|
83.5K
$7.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-546K- 91.93% |
$39.9M - $45.2M
|
48K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.06K- 10.09% |
$370K - $419K
|
45.1K
$3.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.06K+ 8.32% |
$77.8K - $88.1K
|
13.8K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.64K- 33.5% |
$120K - $136K
|
3.26K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.8K+ 37.09% |
$4.81M - $5.45M
|
243K
$21M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$219K - $248K
|
3K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 14.24% |
$8.89M - $10.1M
|
977K
$84.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 13.18% |
$1.03M - $1.16M
|
121K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.79K- 1.68% |
$204K - $231K
|
164K
$14.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.03K+ 4.17% |
$295K - $334K
|
101K
$8.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.18K+ 11.51% |
$159K - $180K
|
21.1K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68K+ 6.25% |
$122K - $139K
|
28.5K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 11.17% |
$114K - $129K
|
12.4K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.47K- 13.74% |
$326K - $370K
|
28.1K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-97.6K- 28.51% |
$7.13M - $8.08M
|
245K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
90+ 10.18% |
$6.58K - $7.45K
|
974
$83.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.25KNew |
$456K - $517K
|
6.25K
$538K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-80- 27.03% |
$5.85K - $6.62K
|
216
$18.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.82K+ 15.29% |
$206K - $233K
|
21.2K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
366New |
$26.8K - $30.3K
|
366
$31.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100+ 4.11% |
$7.31K - $8.28K
|
2.54K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.66K+ 8.8% |
$195K - $220K
|
32.9K
$2.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.13K+ 6.07% |
$302K - $342K
|
72.2K
$6.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.21KNew |
$235K - $266K
|
3.21K
$277K
|