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 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.16K- 48.99% |
$231K - $261K
|
3.29K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6.41K+ 9.4% |
$468K - $530K
|
74.6K
$6.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-355- 0.67% |
$25.9K - $29.4K
|
52.5K
$4.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.18K+ 141.78% |
$525K - $594K
|
12.2K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.64K+ 5.26% |
$193K - $219K
|
52.9K
$4.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.1K+ 1.75% |
$592K - $670K
|
471K
$40.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
197+ 1.72% |
$14.4K - $16.3K
|
11.7K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.67K- 50.44% |
$195K - $221K
|
2.62K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
21+ 100.0% |
$1.53K - $1.74K
|
42
$3.62K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08KNew |
$371K - $421K
|
5.08K
$438K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-128- 0.92% |
$9.36K - $10.6K
|
13.8K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.95KNew |
$362K - $410K
|
4.95K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.8K+ 122.96% |
$278K - $315K
|
6.89K
$594K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.81K+ 7.03% |
$132K - $149K
|
27.5K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.64K+ 3.22% |
$120K - $136K
|
52.6K
$4.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.2K+ 426.98% |
$5.42M - $6.14M
|
91.5K
$7.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
45.6K+ 118.33% |
$3.33M - $3.78M
|
84.2K
$7.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.3K- 63.74% |
$1.19M - $1.35M
|
9.25K
$797K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
19.8K+ 7.73% |
$1.45M - $1.64M
|
276K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.5KNew |
$837K - $948K
|
11.5K
$987K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-6.32K- 16.95% |
$462K - $523K
|
31K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-450- 0.76% |
$32.9K - $37.2K
|
58.5K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-800- 20.0% |
$58.5K - $66.2K
|
3.2K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$585 - $662
|
5.88K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
130New |
$9.5K - $10.8K
|
130
$11.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-390- 7.86% |
$28.5K - $32.3K
|
4.57K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-33- 5.71% |
$2.41K - $2.73K
|
545
$47K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.59KNew |
$189K - $214K
|
2.59K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.5K+ 47.73% |
$1.28M - $1.45M
|
54.2K
$4.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6+ 0.03% |
$439 - $497
|
23.6K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1.96K+ 7.16% |
$143K - $162K
|
29.3K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
985+ 5.15% |
$72K - $81.5K
|
20.1K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.09K+ 9.66% |
$153K - $173K
|
23.7K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
16+ 0.39% |
$1.17K - $1.32K
|
4.09K
$353K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-1.14K- 7.58% |
$83.5K - $94.5K
|
13.9K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.72K- 3.22% |
$199K - $225K
|
81.7K
$7.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.2K- 31.8% |
$3.59M - $4.07M
|
105K
$9.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.48K+ 4.89% |
$181K - $205K
|
53.2K
$4.58M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
1.52K+ 25.28% |
$111K - $126K
|
7.52K
$648K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
62.1KNew |
$4.54M - $5.14M
|
62.1K
$5.35M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.5K+ 66.74% |
$475K - $538K
|
16.2K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-34- 0.54% |
$2.49K - $2.81K
|
6.25K
$539K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.93KNew |
$214K - $243K
|
2.93K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-64.6K- 35.98% |
$4.72M - $5.35M
|
115K
$9.9M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 97.68% |
$3.09M - $3.5M
|
1K
$86.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-885- 3.52% |
$64.7K - $73.3K
|
24.3K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.23K- 44.97% |
$89.8K - $102K
|
1.5K
$130K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-348- 6.51% |
$25.4K - $28.8K
|
5K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-785- 3.58% |
$57.4K - $65K
|
21.1K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-8.3K- 22.26% |
$607K - $687K
|
29K
$2.5M
|