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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
17.5K+ 20.46% |
$1.42M - $1.53M
|
103K
$9.16M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.39K- 10.67% |
$437K - $470K
|
45.1K
$4M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
105+ 2.47% |
$8.52K - $9.17K
|
4.36K
$387K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
183+ 4.09% |
$14.8K - $16K
|
4.66K
$413K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
695+ 8.8% |
$56.4K - $60.7K
|
8.59K
$762K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-582- 21.8% |
$47.2K - $50.8K
|
2.09K
$185K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
574+ 14.74% |
$46.6K - $50.1K
|
4.47K
$397K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-411- 18.98% |
$33.3K - $35.9K
|
1.75K
$156K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-269- 6.95% |
$21.8K - $23.5K
|
3.6K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
524+ 16.62% |
$42.5K - $45.8K
|
3.68K
$326K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.83KNew |
$473K - $509K
|
5.83K
$517K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.78K+ 30.1% |
$226K - $243K
|
12K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-725K- 28.99% |
$58.8M - $63.3M
|
1.77M
$158M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 0.3% |
$4.06K - $4.37K
|
16.7K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
28+ 0.29% |
$2.27K - $2.44K
|
9.84K
$873K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
4.75K
$421K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-835- 14.35% |
$67.8K - $72.9K
|
4.98K
$442K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
101+ 1.13% |
$8.2K - $8.82K
|
9.01K
$799K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.53% |
$893 - $961
|
2.07K
$184K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 6.85% |
$2.76K - $2.97K
|
530
$47K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.68K+ 32.15% |
$299K - $322K
|
15.1K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
555+ 6.45% |
$45K - $48.5K
|
9.16K
$813K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
956+ 32.58% |
$77.6K - $83.5K
|
3.89K
$345K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
833+ 4.01% |
$67.6K - $72.7K
|
21.6K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-108- 14.63% |
$8.76K - $9.43K
|
630
$55.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-81- 1.88% |
$6.57K - $7.07K
|
4.23K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16.1KNew |
$1.31M - $1.41M
|
16.1K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-220- 2.31% |
$17.9K - $19.2K
|
9.29K
$824K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.47KNew |
$200K - $216K
|
2.47K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
895+ 2.58% |
$72.6K - $78.2K
|
35.6K
$3.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 3.18% |
$89.3K - $96.1K
|
33.5K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-214- 4.46% |
$17.4K - $18.7K
|
4.59K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
34.9K+ 367.23% |
$2.83M - $3.05M
|
44.4K
$3.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.04K+ 4.89% |
$246K - $265K
|
65.1K
$5.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-905- 3.12% |
$73.4K - $79K
|
28.1K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
61+ 96.83% |
$4.95K - $5.33K
|
124
$11K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.35KNew |
$191K - $205K
|
2.35K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.16K- 22.5% |
$94K - $101K
|
3.99K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
863+ 31.1% |
$70K - $75.4K
|
3.64K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-76.8K- 5.82% |
$6.23M - $6.71M
|
1.24M
$110M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-585K- 25.16% |
$47.5M - $51.1M
|
1.74M
$155M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
171+ 4.54% |
$13.9K - $14.9K
|
3.94K
$350K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.23K+ 141.13% |
$587K - $632K
|
12.4K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.79K- 23.09% |
$470K - $505K
|
19.3K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
308+ 5.43% |
$25K - $26.9K
|
5.98K
$531K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-26.7K- 23.04% |
$2.17M - $2.33M
|
89.3K
$7.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14.5K+ 139.55% |
$1.18M - $1.27M
|
24.9K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 5.61% |
$911K - $980K
|
211K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.1K- 6.01% |
$576K - $620K
|
111K
$9.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.75K+ 372.18% |
$791K - $851K
|
12.4K
$1.1M
|
|