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 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
8.53K+ 41.36% |
$623K - $706K
|
29.2K
$2.51M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
374+ 83.3% |
$27.3K - $31K
|
823
$70.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.62KNew |
$191K - $217K
|
2.62K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.6K- 48.72% |
$6.47M - $7.33M
|
93.2K
$8.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.65K+ 42.42% |
$632K - $716K
|
29K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$311K - $352K
|
4.25K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.04K+ 9.77% |
$442K - $500K
|
67.9K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 17.08% |
$9.14K - $10.3K
|
607
$52.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.84K+ 14.82% |
$135K - $152K
|
14.3K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-308- 9.82% |
$22.5K - $25.5K
|
2.83K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
60New |
$4.39K - $4.97K
|
60
$5.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.78KNew |
$203K - $230K
|
2.78K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-366- 0.53% |
$26.8K - $30.3K
|
69.2K
$5.97M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14+ 0.06% |
$1.02K - $1.16K
|
22.4K
$1.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-9- 4.81% |
$658 - $745
|
178
$15.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.01% |
$1.02K - $1.16K
|
97.2K
$8.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.86KNew |
$282K - $320K
|
3.86K
$333K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
463+ 0.8% |
$33.8K - $38.3K
|
58.5K
$5.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
4.87KNew |
$356K - $403K
|
4.87K
$420K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.62K+ 84.06% |
$118K - $134K
|
3.55K
$306K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-933- 59.46% |
$68.2K - $77.2K
|
636
$54.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-63- 1.44% |
$4.6K - $5.21K
|
4.32K
$373K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
370+ 1.3% |
$27K - $30.6K
|
28.7K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-172- 49.57% |
$12.6K - $14.2K
|
175
$15.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$73.1 - $82.8
|
1.12K
$96.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.57K+ 2.32% |
$334K - $378K
|
202K
$17.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.35K+ 9.35% |
$172K - $194K
|
27.5K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.65K+ 105.62% |
$559K - $633K
|
14.9K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
200+ 3.37% |
$14.6K - $16.6K
|
6.13K
$529K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
97.8K+ 8.01% |
$7.15M - $8.1M
|
1.32M
$114M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-710- 8.45% |
$51.9K - $58.8K
|
7.69K
$663K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.32K- 19.57% |
$96.8K - $110K
|
5.44K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-176- 0.34% |
$12.9K - $14.6K
|
52K
$4.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-453- 2.16% |
$33.1K - $37.5K
|
20.5K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.52% |
$1.24K - $1.41K
|
3.31K
$285K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.06K- 45.08% |
$77.8K - $88.1K
|
1.3K
$112K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.31K- 9.1% |
$169K - $191K
|
23.1K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.25K+ 12.73% |
$384K - $435K
|
46.5K
$4.01M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-68- 1.77% |
$4.97K - $5.63K
|
3.77K
$325K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-64- 2.96% |
$4.68K - $5.3K
|
2.1K
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.15K- 2.94% |
$84.1K - $95.2K
|
37.9K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
785+ 11.23% |
$57.4K - $65K
|
7.78K
$670K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.88KNew |
$284K - $321K
|
3.88K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
219+ 1.04% |
$16K - $18.1K
|
21.2K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
2.7K+ 8.4% |
$197K - $223K
|
34.9K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.2K- 80.51% |
$820K - $929K
|
2.72K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.38K- 3.74% |
$101K - $114K
|
35.5K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.87K- 10.94% |
$137K - $155K
|
15.2K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-42.9K- 55.93% |
$3.14M - $3.55M
|
33.8K
$2.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.03K+ 6.0% |
$368K - $417K
|
88.9K
$7.66M
|