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 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.19K- 9.42% |
$86.7K - $98.2K
|
11.4K
$983K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-38- 1.19% |
$2.78K - $3.15K
|
3.17K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
133+ 3.48% |
$9.72K - $11K
|
3.95K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
509+ 0.41% |
$37.2K - $42.1K
|
124K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.5KNew |
$255K - $289K
|
3.5K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-21.3K- 67.46% |
$1.56M - $1.76M
|
10.3K
$885K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-989- 3.02% |
$72.3K - $81.9K
|
31.7K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5.11K- 42.22% |
$373K - $423K
|
6.99K
$602K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-13- 1.6% |
$950 - $1.08K
|
797
$68.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
645+ 2.27% |
$47.1K - $53.4K
|
29.1K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-116- 1.53% |
$8.48K - $9.6K
|
7.49K
$645K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 2.98% |
$4.53K - $5.13K
|
2.14K
$184K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.96K- 10.29% |
$289K - $328K
|
34.5K
$2.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
623+ 4.71% |
$45.5K - $51.6K
|
13.8K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-500- 7.53% |
$36.5K - $41.4K
|
6.14K
$529K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.39K+ 16.33% |
$175K - $198K
|
17K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.83K+ 1.65% |
$134K - $152K
|
113K
$9.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.15K+ 70.53% |
$523K - $592K
|
17.3K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.49K+ 23.65% |
$182K - $206K
|
13K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
410+ 13.32% |
$30K - $33.9K
|
3.49K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.09K+ 26.95% |
$226K - $256K
|
14.5K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.28% |
$731 - $828
|
3.57K
$307K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
315+ 0.77% |
$23K - $26.1K
|
41.2K
$3.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.18% |
$365 - $414
|
2.77K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-148- 3.96% |
$10.8K - $12.2K
|
3.59K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.73K+ 1.23% |
$272K - $308K
|
307K
$26.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.83K- 4.69% |
$719K - $814K
|
200K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.72K+ 29.1% |
$272K - $307K
|
16.5K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
40+ 1.51% |
$2.92K - $3.31K
|
2.68K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.49K+ 50.96% |
$109K - $123K
|
4.42K
$381K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-167K- 65.78% |
$12.2M - $13.8M
|
87K
$7.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.8K- 19.83% |
$132K - $149K
|
7.28K
$628K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.92KNew |
$213K - $241K
|
2.92K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 0.66% |
$3.65K - $4.14K
|
7.5K
$646K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.09KNew |
$226K - $256K
|
3.09K
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.76KNew |
$275K - $311K
|
3.76K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
850New |
$62.1K - $70.4K
|
850
$73.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
165+ 1.84% |
$12.1K - $13.7K
|
9.14K
$787K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.06% |
$585 - $662
|
13.8K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-2.31K- 15.66% |
$169K - $191K
|
12.5K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.97K- 16.19% |
$144K - $163K
|
10.2K
$880K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-330- 4.04% |
$24.1K - $27.3K
|
7.85K
$676K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 25.91% |
$6.8K - $7.7K
|
266
$22.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
6.03KNew |
$440K - $499K
|
6.03K
$519K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.38K- 1.94% |
$101K - $114K
|
69.9K
$6.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-498- 5.64% |
$36.4K - $41.2K
|
8.34K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
200+ 28.57% |
$14.6K - $16.6K
|
900
$77.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
577KNew |
$42.2M - $47.8M
|
577K
$49.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3.66KNew |
$268K - $303K
|
3.66K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
248+ 131.91% |
$18.1K - $20.5K
|
436
$37.6K
|