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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
174KNew |
$12.7M - $14.4M
|
174K
$15M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-23.4K- 55.65% |
$1.71M - $1.94M
|
18.7K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 2.04% |
$73.1 - $82.8
|
50
$4.31K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.53K+ 34.87% |
$112K - $127K
|
5.92K
$510K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-102K- 87.78% |
$7.42M - $8.4M
|
14.1K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.4K+ 39.84% |
$976K - $1.1M
|
46.9K
$4.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
303+ 1.15% |
$22.1K - $25.1K
|
26.6K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
137New |
$10K - $11.3K
|
137
$11.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.66K- 7.29% |
$268K - $303K
|
46.5K
$4.01M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-400- 7.14% |
$29.2K - $33.1K
|
5.2K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
365+ 12.99% |
$26.7K - $30.2K
|
3.18K
$274K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
7.19K+ 5.26% |
$526K - $595K
|
144K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3- 0.11% |
$219 - $248
|
2.73K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
560+ 3.67% |
$40.9K - $46.4K
|
15.8K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 1.15% |
$15.2K - $17.2K
|
17.9K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-413- 0.91% |
$30.2K - $34.2K
|
44.9K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-536- 3.47% |
$39.2K - $44.4K
|
14.9K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-500- 9.97% |
$36.5K - $41.4K
|
4.52K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.88K- 10.42% |
$137K - $156K
|
16.2K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
126New |
$9.21K - $10.4K
|
126
$10.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 5.84% |
$90.3K - $102K
|
22.4K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.67KNew |
$414K - $469K
|
5.67K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.26KNew |
$311K - $352K
|
4.26K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.29% |
$292 - $331
|
1.36K
$117K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
180+ 0.74% |
$13.2K - $14.9K
|
24.5K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 113.99% |
$350K - $397K
|
9K
$775K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.3K+ 216.36% |
$2.44M - $2.76M
|
48.7K
$4.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 6.98% |
$81.6K - $92.5K
|
14.9K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-3.8K- 10.98% |
$278K - $315K
|
30.8K
$2.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
841New |
$61.5K - $69.6K
|
841
$72.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.22K- 4.3% |
$235K - $266K
|
71.6K
$6.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-273- 1.08% |
$20K - $22.6K
|
25.1K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.27K- 29.85% |
$92.8K - $105K
|
2.98K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.4K- 15.62% |
$834K - $945K
|
61.6K
$5.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-126- 2.55% |
$9.21K - $10.4K
|
4.82K
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.19% |
$439 - $497
|
3.18K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-30- 0.91% |
$2.19K - $2.48K
|
3.27K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
11.9K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.63K- 25.53% |
$411K - $466K
|
16.4K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-240- 30.0% |
$17.5K - $19.9K
|
560
$48.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-1.3K- 1.64% |
$94.7K - $107K
|
77.6K
$6.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.7KNew |
$929K - $1.05M
|
12.7K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.45K- 31.97% |
$471K - $533K
|
13.7K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
100+ 1.11% |
$7.31K - $8.28K
|
9.11K
$785K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.6K+ 8.61% |
$2.45M - $2.78M
|
423K
$36.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
165+ 4.26% |
$12.1K - $13.7K
|
4.04K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-150- 1.53% |
$11K - $12.4K
|
9.66K
$832K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.46% |
$13.1K - $14.8K
|
12.1K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-10.6K- 8.21% |
$775K - $878K
|
119K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-251- 1.82% |
$18.3K - $20.8K
|
13.6K
$1.17M
|