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 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
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3.84K+ 70.9% |
$312K - $335K
|
9.26K
$822K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.38K+ 16.37% |
$355K - $382K
|
31.1K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.56KNew |
$370K - $398K
|
4.56K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
132+ 0.34% |
$10.7K - $11.5K
|
39.2K
$3.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.76K- 27.61% |
$468K - $503K
|
15.1K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 23.08% |
$98.2K - $106K
|
4.03K
$358K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
341New |
$27.7K - $29.8K
|
341
$30.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
692+ 6.36% |
$56.1K - $60.4K
|
11.6K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-9.94K- 5.37% |
$807K - $868K
|
175K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.05KNew |
$248K - $266K
|
3.05K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
20.1K+ 234.43% |
$1.63M - $1.76M
|
28.7K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.01% |
$81.1 - $87.3
|
7.07K
$627K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.47K- 1.57% |
$119K - $128K
|
91.7K
$8.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
9.35K+ 24.29% |
$758K - $816K
|
47.8K
$4.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.51% |
$1.38K - $1.48K
|
3.32K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-87- 2.18% |
$7.06K - $7.6K
|
3.9K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-394- 3.26% |
$32K - $34.4K
|
11.7K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-585- 5.52% |
$47.5K - $51.1K
|
10K
$889K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.5KNew |
$203K - $218K
|
2.5K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
214+ 1.03% |
$17.4K - $18.7K
|
21K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
387+ 774.0% |
$31.4K - $33.8K
|
437
$38.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-5K- 16.21% |
$405K - $436K
|
25.8K
$2.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-9- 0.1% |
$730 - $786
|
8.94K
$794K
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.85% |
$126K - $136K
|
85.7K
$7.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-1- 0.09% |
$81.1 - $87.3
|
1.08K
$95.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.28K+ 51.35% |
$185K - $199K
|
6.71K
$596K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 5.31% |
$1.05K - $1.14K
|
232
$20.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.5K+ 2.53% |
$122K - $131K
|
60.8K
$5.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.81K- 82.87% |
$471K - $507K
|
1.2K
$107K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
20+ 0.59% |
$1.62K - $1.75K
|
3.38K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.96K+ 9.66% |
$240K - $258K
|
33.6K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
66+ 0.5% |
$5.36K - $5.76K
|
13.4K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-9- 0.17% |
$730 - $786
|
5.31K
$471K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
796+ 4.77% |
$64.6K - $69.5K
|
17.5K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.1% |
$2.92K - $3.14K
|
37.6K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
616+ 14.11% |
$50K - $53.8K
|
4.98K
$442K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-407- 7.68% |
$33K - $35.5K
|
4.89K
$434K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.15K- 15.14% |
$336K - $362K
|
23.2K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-36- 0.68% |
$2.92K - $3.14K
|
5.26K
$467K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-883- 2.33% |
$71.6K - $77.1K
|
37.1K
$3.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
6.25K
$554K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.27K- 3.17% |
$184K - $198K
|
69.4K
$6.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$87.5K - $94.1K
|
84.6K
$7.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27K+ 31.51% |
$103K - $110K
|
5.28K
$469K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
57.4KNew |
$4.66M - $5.01M
|
57.4K
$5.1M
|
|