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 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.87K- 4.62% |
$210K - $238K
|
59.3K
$5.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
125+ 0.37% |
$9.14K - $10.3K
|
33.8K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
120+ 3.06% |
$8.77K - $9.93K
|
4.04K
$348K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
655+ 5.28% |
$47.9K - $54.2K
|
13.1K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12K+ 61.34% |
$878K - $995K
|
31.6K
$2.72M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
63.9K+ 16894.97% |
$4.67M - $5.29M
|
64.2K
$5.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
67K+ 2.75% |
$4.9M - $5.54M
|
2.5M
$215M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.52K- 13.83% |
$184K - $209K
|
15.7K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.7K- 5.75% |
$779K - $882K
|
175K
$15.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.68K+ 11.12% |
$196K - $221K
|
26.7K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.8K- 14.51% |
$1.08M - $1.22M
|
86.9K
$7.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
170New |
$12.4K - $14.1K
|
170
$14.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
162+ 121.8% |
$11.8K - $13.4K
|
295
$25.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-705- 6.59% |
$51.5K - $58.4K
|
9.99K
$861K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
80.7K+ 88.51% |
$5.9M - $6.68M
|
172K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.48K+ 3.91% |
$108K - $122K
|
39.3K
$3.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.26K+ 10.18% |
$165K - $187K
|
24.5K
$2.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
732+ 2.77% |
$53.5K - $60.6K
|
27.2K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.41K- 8.96% |
$688K - $779K
|
95.5K
$8.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
512+ 13.36% |
$37.4K - $42.4K
|
4.35K
$374K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
426+ 5.22% |
$31.1K - $35.3K
|
8.58K
$739K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
459+ 1.49% |
$33.5K - $38K
|
31.2K
$2.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.07K- 18.26% |
$78.4K - $88.7K
|
4.8K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-150- 3.58% |
$11K - $12.4K
|
4.04K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.92K+ 23.27% |
$287K - $325K
|
20.8K
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.01K- 22.49% |
$293K - $332K
|
13.8K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.01KNew |
$512K - $580K
|
7.01K
$604K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.84K+ 7.56% |
$427K - $483K
|
83.1K
$7.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
851+ 7.17% |
$62.2K - $70.4K
|
12.7K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-25.9K- 15.53% |
$1.9M - $2.15M
|
141K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-200- 0.56% |
$14.6K - $16.6K
|
35.8K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-105- 2.47% |
$7.67K - $8.69K
|
4.14K
$357K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
389+ 3.88% |
$28.4K - $32.2K
|
10.4K
$897K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
218+ 4.29% |
$15.9K - $18K
|
5.3K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-858- 8.04% |
$62.7K - $71K
|
9.81K
$846K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
153+ 5.8% |
$11.2K - $12.7K
|
2.79K
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
86.9KNew |
$6.35M - $7.2M
|
86.9K
$7.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
456+ 16.47% |
$33.3K - $37.7K
|
3.22K
$278K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.6K+ 299.49% |
$775K - $878K
|
14.2K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.97M- 49.08% |
$217M - $246M
|
3.09M
$266M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-502- 8.11% |
$36.7K - $41.6K
|
5.69K
$490K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.8KNew |
$1.09M - $1.23M
|
14.8K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.87K+ 12.13% |
$136K - $154K
|
17.2K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.57K+ 1.62% |
$261K - $295K
|
224K
$19.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-234- 24.48% |
$17.1K - $19.4K
|
722
$62.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
12.3KNew |
$896K - $1.02M
|
12.3K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10.3K+ 221.27% |
$753K - $852K
|
15K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-59.4K- 86.86% |
$4.34M - $4.92M
|
8.99K
$775K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-148- 2.71% |
$10.8K - $12.2K
|
5.32K
$458K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.9KNew |
$285K - $322K
|
3.9K
$336K
|