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 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-427- 2.42% |
$34.6K - $37.3K
|
17.2K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
342+ 3.52% |
$27.7K - $29.9K
|
10K
$892K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.68K+ 58.9% |
$299K - $322K
|
9.93K
$882K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-1.82K- 8.1% |
$147K - $158K
|
20.6K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.05K+ 4.42% |
$85.2K - $91.7K
|
24.8K
$2.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-449- 3.83% |
$36.4K - $39.2K
|
11.3K
$999K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
155+ 0.87% |
$12.6K - $13.5K
|
18K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-150- 2.63% |
$12.2K - $13.1K
|
5.56K
$493K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.7K+ 29.3% |
$1.11M - $1.2M
|
60.6K
$5.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.12K+ 2.51% |
$91.1K - $98.1K
|
45.8K
$4.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-250- 16.62% |
$20.3K - $21.8K
|
1.25K
$111K
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-493- 14.11% |
$40K - $43K
|
3K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8.27K- 64.28% |
$671K - $722K
|
4.6K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-471- 3.41% |
$38.2K - $41.1K
|
13.4K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.5K+ 2.27% |
$284K - $305K
|
157K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
625+ 19.03% |
$50.7K - $54.6K
|
3.91K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.38KNew |
$193K - $208K
|
2.38K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-658- 4.42% |
$53.4K - $57.5K
|
14.2K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
4.76K+ 1.55% |
$386K - $416K
|
312K
$27.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
79.3K+ 159.79% |
$6.43M - $6.92M
|
129K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16.3K+ 11.54% |
$1.32M - $1.42M
|
157K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
4+ 0.7% |
$325 - $349
|
575
$51K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.7K- 44.5% |
$1.52M - $1.64M
|
23.4K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
32+ 0.9% |
$2.6K - $2.79K
|
3.6K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$325 - $349
|
6.83K
$606K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-44- 2.39% |
$3.57K - $3.84K
|
1.8K
$160K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-147- 0.19% |
$11.9K - $12.8K
|
75.6K
$6.71M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
255+ 7.99% |
$20.7K - $22.3K
|
3.45K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.26K- 5.43% |
$102K - $110K
|
22K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-297- 0.99% |
$24.1K - $25.9K
|
29.7K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 16.1% |
$153K - $165K
|
9.85K
$874K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.07K+ 20.55% |
$330K - $355K
|
23.9K
$2.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
147+ 0.4% |
$11.9K - $12.8K
|
37K
$3.29M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
5.18KNew |
$420K - $452K
|
5.18K
$459K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-461- 7.8% |
$37.4K - $40.3K
|
5.45K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
123+ 0.66% |
$9.98K - $10.7K
|
18.8K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-1.99K- 5.6% |
$161K - $174K
|
33.6K
$2.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.85K+ 5.65% |
$637K - $685K
|
147K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-261- 1.07% |
$21.2K - $22.8K
|
24K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.55K- 1.65% |
$126K - $136K
|
92.6K
$8.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
4.71KNew |
$382K - $412K
|
4.71K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.11KNew |
$253K - $272K
|
3.11K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.38K+ 13.95% |
$193K - $207K
|
19.4K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.11K- 8.77% |
$252K - $272K
|
32.3K
$2.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.44KNew |
$198K - $213K
|
2.44K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Savior LLC
|
BUY
|
- |
1.6K+ 7.17% |
$130K - $140K
|
23.9K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-77.9K- 95.41% |
$6.32M - $6.8M
|
3.75K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
310+ 7.81% |
$25.2K - $27.1K
|
4.28K
$380K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
338+ 6.37% |
$27.4K - $29.5K
|
5.64K
$501K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
197+ 171.3% |
$16K - $17.2K
|
312
$27.7K
|
|