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 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
5.8KNew |
$424K - $480K
|
5.8K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-683- 18.1% |
$49.9K - $56.5K
|
3.09K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-35- 0.17% |
$2.56K - $2.9K
|
21K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.26K- 18.08% |
$165K - $187K
|
10.2K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-9.26K- 3.93% |
$677K - $766K
|
226K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.55K- 1.63% |
$260K - $294K
|
214K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18- 0.33% |
$1.32K - $1.49K
|
5.37K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
101KNew |
$7.41M - $8.39M
|
101K
$8.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.15K+ 2.27% |
$84.3K - $95.5K
|
52.1K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.88K+ 225.18% |
$649K - $735K
|
12.8K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
108+ 3.32% |
$7.89K - $8.94K
|
3.36K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
478+ 1.89% |
$34.9K - $39.6K
|
25.8K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.35K+ 8.55% |
$245K - $278K
|
42.6K
$3.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
696+ 17.8% |
$50.9K - $57.6K
|
4.61K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.77K- 4.14% |
$349K - $395K
|
110K
$9.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
330+ 1.61% |
$24.1K - $27.3K
|
20.8K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.49% |
$731 - $828
|
2.06K
$178K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-844- 38.63% |
$61.7K - $69.9K
|
1.34K
$116K
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.99K+ 29.86% |
$584K - $661K
|
34.7K
$2.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-144- 0.43% |
$10.5K - $11.9K
|
33.7K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
724+ 1.34% |
$52.9K - $59.9K
|
54.7K
$4.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.27K+ 21.49% |
$458K - $519K
|
35.5K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-816- 18.83% |
$59.6K - $67.5K
|
3.52K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.3K+ 79.09% |
$314K - $356K
|
9.73K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-301- 3.26% |
$22K - $24.9K
|
8.93K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-158- 0.45% |
$11.5K - $13.1K
|
34.8K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-74- 2.53% |
$5.41K - $6.12K
|
2.85K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
67+ 0.39% |
$4.9K - $5.55K
|
17.3K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-640- 11.8% |
$46.8K - $53K
|
4.79K
$412K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.9K+ 2.52% |
$139K - $158K
|
77.3K
$6.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 23.59% |
$8.26K - $9.35K
|
592
$51K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-230- 4.32% |
$16.8K - $19K
|
5.09K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.25% |
$292 - $331
|
1.61K
$138K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 488.79% |
$118K - $134K
|
1.94K
$167K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.07K+ 2.23% |
$225K - $254K
|
141K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
297+ 1.9% |
$21.7K - $24.6K
|
15.9K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.32KNew |
$96.6K - $109K
|
1.32K
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2.16K+ 3.41% |
$158K - $179K
|
65.3K
$5.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
34+ 0.6% |
$2.49K - $2.81K
|
5.71K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
64+ 1.09% |
$4.68K - $5.3K
|
5.91K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 38.01% |
$112K - $126K
|
2.49K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.8K- 57.35% |
$278K - $315K
|
2.83K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.78K- 35.22% |
$130K - $147K
|
3.28K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-756- 4.72% |
$55.3K - $62.6K
|
15.3K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.08K+ 1.01% |
$79.2K - $89.7K
|
109K
$9.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.53KNew |
$185K - $209K
|
2.53K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-706- 10.15% |
$51.6K - $58.4K
|
6.25K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
23K+ 19.19% |
$1.68M - $1.91M
|
143K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.4KNew |
$541K - $612K
|
7.4K
$638K
|