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 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.54K- 86.96% |
$113K - $127K
|
231
$19.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-95- 0.42% |
$6.94K - $7.86K
|
22.7K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.27K- 3.21% |
$92.9K - $105K
|
38.3K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
10K+ 41.89% |
$731K - $828K
|
33.9K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.65K+ 22.69% |
$120K - $136K
|
8.91K
$768K
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
21.1K+ 26681.01% |
$1.54M - $1.74M
|
21.2K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.67% |
$585 - $662
|
1.2K
$104K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.72K- 9.34% |
$199K - $225K
|
26.4K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.25K+ 6.67% |
$91K - $103K
|
19.9K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.61K+ 13.98% |
$337K - $382K
|
37.6K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.28KNew |
$386K - $437K
|
5.28K
$455K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.44K- 32.67% |
$179K - $202K
|
5.03K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
368+ 1.72% |
$26.9K - $30.5K
|
21.7K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.16KNew |
$304K - $344K
|
4.16K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.03% |
$73.1 - $82.8
|
3.86K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-300- 7.22% |
$21.9K - $24.8K
|
3.86K
$332K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
479+ 12.69% |
$35K - $39.6K
|
4.26K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
62.2K+ 12.87% |
$4.55M - $5.15M
|
546K
$47M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
13K+ 76.47% |
$950K - $1.08M
|
30K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.51K+ 77.4% |
$183K - $208K
|
5.75K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 15.0% |
$219K - $248K
|
23K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
814+ 9.16% |
$59.5K - $67.4K
|
9.71K
$836K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175+ 6.76% |
$12.8K - $14.5K
|
2.77K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
81+ 0.65% |
$5.92K - $6.7K
|
12.5K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
63K+ 116.77% |
$4.61M - $5.22M
|
117K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-84- 0.2% |
$6.14K - $6.95K
|
42.7K
$3.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-892- 10.44% |
$65.2K - $73.8K
|
7.66K
$660K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.81% |
$73.1 - $82.8
|
124
$10.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
258+ 5.53% |
$18.9K - $21.4K
|
4.92K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-247- 38.18% |
$18.1K - $20.4K
|
400
$34.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
10.4K+ 6.49% |
$764K - $865K
|
171K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-28- 0.17% |
$2.05K - $2.32K
|
16.1K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
465+ 0.05% |
$34K - $38.5K
|
976K
$84.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$87.7K - $99.3K
|
1.2K
$103K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-496- 4.06% |
$36.3K - $41.1K
|
11.7K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
159+ 26.5% |
$11.6K - $13.2K
|
759
$65.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
432+ 2.48% |
$31.6K - $35.8K
|
17.9K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-57- 0.24% |
$4.17K - $4.72K
|
23.2K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
450+ 4.85% |
$32.9K - $37.2K
|
9.73K
$839K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-400- 8.33% |
$29.2K - $33.1K
|
4.4K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
568+ 3.33% |
$41.5K - $47K
|
17.6K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.6K- 17.75% |
$263K - $298K
|
16.7K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
672+ 2.14% |
$49.1K - $55.6K
|
32K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.39K- 4.8% |
$247K - $280K
|
67.1K
$5.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
116+ 4.84% |
$8.48K - $9.6K
|
2.51K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
850New |
$62.1K - $70.4K
|
850
$73.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12.3K- 72.66% |
$898K - $1.02M
|
4.63K
$399K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
39+ 0.34% |
$2.85K - $3.23K
|
11.5K
$995K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.95K+ 0.69% |
$362K - $410K
|
728K
$62.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13K- 7.41% |
$948K - $1.07M
|
162K
$14M
|