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 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.43KNew |
$251K - $284K
|
3.43K
$296K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-1.29K- 8.77% |
$94.2K - $107K
|
13.4K
$1.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$365 - $414
|
6.83K
$588K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
100New |
$7.31K - $8.28K
|
100
$8.62K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.62K+ 7.38% |
$119K - $134K
|
23.6K
$2.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-75- 1.9% |
$5.48K - $6.21K
|
3.87K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
35+ 0.58% |
$2.56K - $2.9K
|
6.05K
$521K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.02% |
$146 - $166
|
12.2K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
19.6K+ 5620.34% |
$1.43M - $1.62M
|
20K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 26.49% |
$7.92M - $8.96M
|
517K
$44.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.52% |
$1.83K - $2.07K
|
4.83K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
427KNew |
$31.2M - $35.3M
|
427K
$36.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
63.4K+ 14.16% |
$4.63M - $5.24M
|
511K
$44M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.71K+ 2.04% |
$271K - $307K
|
185K
$15.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-57- 1.76% |
$4.17K - $4.72K
|
3.18K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.74KNew |
$420K - $475K
|
5.74K
$495K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
374+ 4.36% |
$27.3K - $31K
|
8.95K
$771K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.92K+ 66.33% |
$213K - $241K
|
7.32K
$630K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-95- 9.27% |
$6.94K - $7.86K
|
930
$80.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-17K- 99.02% |
$1.24M - $1.41M
|
169
$14.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.5K+ 35.82% |
$402K - $455K
|
20.9K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.4K- 26.36% |
$249K - $282K
|
9.51K
$819K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
275+ 7.48% |
$20.1K - $22.8K
|
3.95K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-178- 5.37% |
$13K - $14.7K
|
3.14K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.71K+ 10.85% |
$271K - $307K
|
37.9K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
339+ 8.01% |
$24.8K - $28.1K
|
4.57K
$394K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.68K+ 2597.22% |
$342K - $387K
|
4.86K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.1K+ 100.15% |
$3.59M - $4.06M
|
98.1K
$8.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
777+ 32.36% |
$56.8K - $64.3K
|
3.18K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
37.6KNew |
$2.74M - $3.11M
|
37.6K
$3.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-510- 46.36% |
$37.3K - $42.2K
|
590
$50.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 12.56% |
$81K - $91.7K
|
7.71K
$665K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
310+ 7.62% |
$22.7K - $25.7K
|
4.38K
$377K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
97.7KNew |
$7.14M - $8.09M
|
97.7K
$8.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.63K+ 10.37% |
$192K - $218K
|
28K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
411K+ 43.15% |
$30M - $34M
|
1.36M
$117M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.96K+ 89.8% |
$655K - $742K
|
18.9K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800+ 58.61% |
$58.5K - $66.2K
|
2.17K
$187K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-132K- 97.47% |
$9.67M - $10.9M
|
3.43K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.2K- 29.94% |
$1.04M - $1.17M
|
33.1K
$2.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.59K+ 37.59% |
$628K - $711K
|
31.5K
$2.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
613+ 9.86% |
$44.8K - $50.7K
|
6.83K
$589K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
502K+ 945.36% |
$36.7M - $41.6M
|
556K
$47.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
264+ 12.57% |
$19.3K - $21.9K
|
2.37K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
142New |
$10.4K - $11.8K
|
142
$12.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-175- 6.11% |
$12.8K - $14.5K
|
2.69K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.29K+ 531.33% |
$460K - $521K
|
7.48K
$644K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 5.62% |
$11K - $12.4K
|
2.52K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
174+ 6.5% |
$12.7K - $14.4K
|
2.85K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-68- 0.78% |
$4.97K - $5.63K
|
8.6K
$741K
|