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 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
78+ 1.05% |
$5.7K - $6.46K
|
7.51K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
272+ 6.07% |
$19.9K - $22.5K
|
4.75K
$409K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-26- 0.26% |
$1.9K - $2.15K
|
9.99K
$861K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-17- 6.8% |
$1.24K - $1.41K
|
233
$20.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-60- 0.7% |
$4.39K - $4.97K
|
8.46K
$729K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.2K- 17.77% |
$888K - $1.01M
|
56.3K
$4.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
98.2KNew |
$7.18M - $8.13M
|
98.2K
$8.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.2K+ 10.72% |
$380K - $430K
|
53.6K
$4.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
168K+ 123.77% |
$12.3M - $13.9M
|
304K
$26.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
19+ 0.2% |
$1.39K - $1.57K
|
9.57K
$825K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.11K+ 12.4% |
$593K - $671K
|
73.5K
$6.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.09K- 14.44% |
$299K - $338K
|
24.2K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.99K+ 2.35% |
$219K - $248K
|
130K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.31KNew |
$315K - $357K
|
4.31K
$371K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-779- 23.16% |
$56.9K - $64.5K
|
2.59K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.79K- 7.73% |
$277K - $313K
|
45.2K
$3.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-225- 12.34% |
$16.4K - $18.6K
|
1.6K
$138K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
557+ 7.75% |
$40.7K - $46.1K
|
7.75K
$668K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.27KNew |
$239K - $271K
|
3.27K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.67K- 0.16% |
$269K - $304K
|
2.33M
$200M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.47KNew |
$181K - $205K
|
2.47K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.88K+ 43.06% |
$138K - $156K
|
6.26K
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
479K+ 3052.59% |
$35M - $39.6M
|
495K
$42.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22.1K+ 52.18% |
$1.62M - $1.83M
|
64.5K
$5.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-499- 0.73% |
$36.5K - $41.3K
|
67.6K
$5.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
211New |
$15.4K - $17.5K
|
211
$18.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-365- 5.5% |
$26.7K - $30.2K
|
6.27K
$540K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
522+ 4.08% |
$38.2K - $43.2K
|
13.3K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.96K- 2.4% |
$143K - $162K
|
79.6K
$6.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
611+ 3.05% |
$44.7K - $50.6K
|
20.7K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
39+ 0.86% |
$2.85K - $3.23K
|
4.58K
$395K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-531- 49.77% |
$38.8K - $44K
|
536
$46.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.22KNew |
$308K - $349K
|
4.22K
$364K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
909+ 227.25% |
$66.4K - $75.2K
|
1.31K
$113K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.37K+ 186.85% |
$173K - $196K
|
3.64K
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3K+ 7.86% |
$900K - $1.02M
|
169K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
101+ 2.51% |
$7.38K - $8.36K
|
4.13K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-473- 3.43% |
$34.6K - $39.2K
|
13.3K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27K- 41.96% |
$1.97M - $2.23M
|
37.3K
$3.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.48K+ 6.07% |
$181K - $205K
|
43.4K
$3.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-303- 11.93% |
$22.1K - $25.1K
|
2.24K
$193K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-38.4K- 97.88% |
$2.81M - $3.18M
|
831
$71.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-138- 0.43% |
$10.1K - $11.4K
|
31.8K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
140+ 4.22% |
$10.2K - $11.6K
|
3.46K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
751+ 11.12% |
$54.9K - $62.2K
|
7.51K
$647K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
131+ 4.17% |
$9.57K - $10.8K
|
3.27K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
40.5KNew |
$2.96M - $3.35M
|
40.5K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
688+ 5.29% |
$50.3K - $56.9K
|
13.7K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
511+ 5.58% |
$37.3K - $42.3K
|
9.67K
$833K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
315+ 3.74% |
$23K - $26.1K
|
8.73K
$752K
|