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 28, 2025
Q3 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
6K+ 17.71% |
$487K - $524K
|
39.9K
$3.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-418- 3.66% |
$33.9K - $36.5K
|
11K
$975K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
3.2K+ 5.51% |
$260K - $280K
|
61.3K
$5.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.56KNew |
$776K - $835K
|
9.56K
$849K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
232+ 0.56% |
$18.8K - $20.3K
|
41.4K
$3.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-8.32K- 3.68% |
$675K - $726K
|
218K
$19.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32M+ 615.29% |
$107M - $115M
|
1.53M
$136M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
52+ 1.82% |
$4.22K - $4.54K
|
2.9K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2+ 0.49% |
$162 - $175
|
408
$36.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-21- 0.13% |
$1.7K - $1.83K
|
16.5K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-600- 12.91% |
$48.7K - $52.4K
|
4.05K
$359K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
409+ 12.69% |
$33.2K - $35.7K
|
3.63K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-293- 6.89% |
$23.8K - $25.6K
|
3.96K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 13.14% |
$159K - $171K
|
12.9K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-70- 1.95% |
$5.68K - $6.11K
|
3.52K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9New |
$730 - $786
|
9
$799
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26K+ 8.64% |
$184K - $198K
|
28.5K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.2K+ 37.44% |
$2.21M - $2.37M
|
99.8K
$8.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.14KNew |
$254K - $274K
|
3.14K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-11- 0.11% |
$893 - $961
|
10K
$889K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.88K- 64.4% |
$640K - $688K
|
4.36K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 3.53% |
$133K - $143K
|
48.2K
$4.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-14K- 21.93% |
$1.14M - $1.22M
|
49.9K
$4.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.65K- 51.69% |
$377K - $406K
|
4.34K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-100- 0.15% |
$8.11K - $8.73K
|
67.5K
$5.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-11- 1.73% |
$893 - $961
|
625
$55.5K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
28.5KNew |
$2.31M - $2.49M
|
28.5K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.33K+ 86.58% |
$351K - $378K
|
9.33K
$828K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.73K+ 30.74% |
$790K - $850K
|
41.4K
$3.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-8.11K- 8.04% |
$658K - $708K
|
92.7K
$8.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
953+ 3.21% |
$77.3K - $83.2K
|
30.6K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.59K+ 37.04% |
$129K - $139K
|
5.88K
$522K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
68K+ 1983.67% |
$5.52M - $5.94M
|
71.5K
$6.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-865- 7.79% |
$70.2K - $75.5K
|
10.2K
$909K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.85KNew |
$556K - $598K
|
6.85K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
77.8KNew |
$6.31M - $6.79M
|
77.8K
$6.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
39+ 0.17% |
$3.16K - $3.41K
|
23.1K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
974+ 1.34% |
$79K - $85K
|
73.8K
$6.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$243 - $262
|
3.44K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
78+ 0.66% |
$6.33K - $6.81K
|
11.9K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.42K- 57.02% |
$440K - $473K
|
4.09K
$363K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
11.4K+ 110.59% |
$921K - $991K
|
21.6K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.07K- 79.94% |
$330K - $355K
|
1.02K
$90.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
29.1K+ 24.86% |
$2.36M - $2.54M
|
146K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.29K- 3.35% |
$105K - $112K
|
37.1K
$3.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-23- 0.39% |
$1.87K - $2.01K
|
5.95K
$528K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 23.44% |
$6.09K - $6.55K
|
395
$35.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
177+ 0.78% |
$14.4K - $15.5K
|
22.8K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
196+ 2.52% |
$15.9K - $17.1K
|
7.97K
$708K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
473New |
$38.4K - $41.3K
|
473
$42K
|
|