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 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
58.1KNew |
$4.25M - $4.81M
|
58.1K
$5.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.84K+ 7.85% |
$281K - $318K
|
52.8K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
264New |
$19.3K - $21.9K
|
264
$22.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
471+ 1.08% |
$34.4K - $39K
|
44K
$3.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2+ 0.03% |
$146 - $166
|
5.97K
$514K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
73.4KNew |
$5.37M - $6.08M
|
73.4K
$6.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-3.79K- 4.02% |
$277K - $313K
|
90.3K
$7.78M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.72K+ 241.03% |
$491K - $556K
|
9.51K
$819K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.61KNew |
$264K - $299K
|
3.61K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 2.05% |
$5.48K - $6.21K
|
3.58K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-234- 6.18% |
$17.1K - $19.4K
|
3.56K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-63- 1.91% |
$4.6K - $5.21K
|
3.24K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
18.7K+ 95.03% |
$1.37M - $1.55M
|
38.5K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.9K- 21.2% |
$139K - $157K
|
7.07K
$609K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.73% |
$1.68K - $1.9K
|
3.19K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.71K- 56.61% |
$271K - $307K
|
2.84K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-304- 2.26% |
$22.2K - $25.2K
|
13.2K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
19.8KNew |
$1.45M - $1.64M
|
19.8K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
222+ 148.0% |
$16.2K - $18.4K
|
372
$32.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-798- 21.43% |
$58.3K - $66.1K
|
2.93K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.84KNew |
$354K - $400K
|
4.84K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25.1K+ 2205.46% |
$1.83M - $2.07M
|
26.2K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
27.5KNew |
$2.01M - $2.27M
|
27.5K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
829+ 2.87% |
$60.6K - $68.6K
|
29.7K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 26.43% |
$1.43M - $1.62M
|
54.4K
$4.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.12KNew |
$228K - $258K
|
3.12K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
626+ 6.4% |
$45.8K - $51.8K
|
10.4K
$897K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-183- 2.58% |
$13.4K - $15.1K
|
6.92K
$596K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.1KNew |
$4.91M - $5.56M
|
67.1K
$5.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 0.84% |
$804 - $910
|
1.3K
$112K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
559+ 12.36% |
$40.9K - $46.3K
|
5.08K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-108- 2.97% |
$7.89K - $8.94K
|
3.53K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
177+ 0.47% |
$12.9K - $14.7K
|
37.6K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.9K+ 3.64% |
$285K - $322K
|
111K
$9.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
925+ 11.54% |
$67.6K - $76.6K
|
8.94K
$770K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-526- 6.35% |
$38.4K - $43.5K
|
7.76K
$669K
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
2.49K+ 12.59% |
$182K - $206K
|
22.3K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 0.84% |
$1.83K - $2.07K
|
2.96K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.53K+ 13.09% |
$623K - $706K
|
73.7K
$6.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.71K- 6.04% |
$125K - $142K
|
26.6K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.74K+ 127.67% |
$127K - $144K
|
3.09K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-543- 15.51% |
$39.7K - $44.9K
|
2.96K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
79.2KNew |
$5.79M - $6.56M
|
79.2K
$6.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.76K+ 2.68% |
$202K - $229K
|
106K
$9.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10+ 0.1% |
$731 - $828
|
9.93K
$856K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-350- 2.82% |
$25.6K - $29K
|
12.1K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-5.19K- 33.62% |
$379K - $430K
|
10.3K
$883K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
290+ 5.45% |
$21.2K - $24K
|
5.61K
$483K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-234- 5.51% |
$17.1K - $19.4K
|
4.02K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.18K+ 3.09% |
$159K - $180K
|
72.8K
$6.28M
|