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 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
3.4KNew |
$249K - $282K
|
3.4K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-274- 2.52% |
$20K - $22.7K
|
10.6K
$913K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
299+ 1.2% |
$21.9K - $24.7K
|
25.2K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
15.5K+ 96.41% |
$1.14M - $1.29M
|
31.7K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.16K- 5.89% |
$158K - $179K
|
34.6K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.2M- 99.91% |
$307M - $347M
|
3.99K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
101+ 16.64% |
$7.38K - $8.36K
|
708
$61K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
335+ 3.63% |
$24.5K - $27.7K
|
9.56K
$824K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.42K+ 7.7% |
$396K - $448K
|
75.7K
$6.53M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.72K- 1.81% |
$126K - $142K
|
93.1K
$8.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25- 2.09% |
$1.83K - $2.07K
|
1.17K
$101K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.21K- 5.42% |
$381K - $431K
|
90.9K
$7.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.06% |
$146 - $166
|
3.44K
$297K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-375- 1.74% |
$27.4K - $31K
|
21.2K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
792+ 2.86% |
$57.9K - $65.6K
|
28.5K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-195- 4.13% |
$14.3K - $16.1K
|
4.53K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 32.36% |
$738K - $836K
|
21.1K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-6.87K- 10.33% |
$502K - $569K
|
59.7K
$5.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
22.6K+ 24.23% |
$1.65M - $1.87M
|
116K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.6K+ 44.81% |
$263K - $298K
|
11.6K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.78K+ 67.01% |
$130K - $147K
|
4.43K
$382K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-469- 12.05% |
$34.3K - $38.8K
|
3.42K
$295K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.07% |
$146 - $166
|
2.73K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.87K+ 22.82% |
$648K - $734K
|
47.7K
$4.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
360+ 10.06% |
$26.3K - $29.8K
|
3.94K
$340K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-165- 1.2% |
$12.1K - $13.7K
|
13.6K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
795K+ 83.13% |
$58.1M - $65.8M
|
1.75M
$151M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.23K+ 5.34% |
$163K - $185K
|
44.1K
$3.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-448- 4.02% |
$32.7K - $37.1K
|
10.7K
$921K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
834+ 45.42% |
$61K - $69K
|
2.67K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
301+ 1.98% |
$22K - $24.9K
|
15.5K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.11K+ 18.27% |
$373K - $423K
|
33K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
266+ 3.11% |
$19.4K - $22K
|
8.82K
$760K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.91K+ 12.05% |
$140K - $158K
|
17.8K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-380- 1.35% |
$27.8K - $31.5K
|
27.8K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-121- 2.04% |
$8.84K - $10K
|
5.82K
$501K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-815- 9.39% |
$59.6K - $67.5K
|
7.87K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.54K- 10.01% |
$186K - $210K
|
22.8K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.1K- 12.19% |
$737K - $835K
|
72.6K
$6.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.77K+ 62.05% |
$129K - $146K
|
4.61K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-235- 0.23% |
$17.2K - $19.5K
|
101K
$8.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
531+ 3.35% |
$38.8K - $44K
|
16.4K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.49K- 3.51% |
$620K - $703K
|
234K
$20.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.3K+ 327.9% |
$1.04M - $1.18M
|
18.6K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-300- 3.65% |
$21.9K - $24.8K
|
7.91K
$682K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$73.1 - $82.8
|
4.94K
$425K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-611- 1.35% |
$44.7K - $50.6K
|
44.7K
$3.85M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
56+ 0.66% |
$4.09K - $4.64K
|
8.6K
$741K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.22KNew |
$235K - $266K
|
3.22K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.81K- 6.69% |
$279K - $316K
|
53.2K
$4.59M
|