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 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.29K- 3.07% |
$94.5K - $107K
|
40.9K
$3.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
587+ 1.41% |
$42.9K - $48.6K
|
42.2K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
20.9KNew |
$1.53M - $1.73M
|
20.9K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
77+ 15.59% |
$5.63K - $6.37K
|
571
$49.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
642+ 3.43% |
$46.9K - $53.1K
|
19.3K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-1.4K- 18.09% |
$102K - $116K
|
6.32K
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.98K- 8.22% |
$218K - $247K
|
33.3K
$2.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
241+ 5.97% |
$17.6K - $19.9K
|
4.28K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3KNew |
$219K - $248K
|
3K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
50+ 0.5% |
$3.65K - $4.14K
|
10K
$864K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.96K+ 117.72% |
$508K - $576K
|
12.9K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44K+ 7.35% |
$398K - $450K
|
79.5K
$6.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.87K+ 103.87% |
$283K - $320K
|
7.59K
$654K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-4.71K- 5.16% |
$344K - $390K
|
86.5K
$7.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-14.3K- 84.64% |
$1.05M - $1.18M
|
2.59K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-187- 0.12% |
$13.7K - $15.5K
|
154K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
534+ 4.91% |
$39K - $44.2K
|
11.4K
$983K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.54K- 30.62% |
$624K - $707K
|
19.3K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
355+ 3.46% |
$25.9K - $29.4K
|
10.6K
$915K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
64.5K+ 223.71% |
$4.72M - $5.34M
|
93.4K
$8.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.45K+ 17.39% |
$398K - $451K
|
36.8K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-864- 9.86% |
$63.1K - $71.5K
|
7.9K
$680K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-373- 3.46% |
$27.3K - $30.9K
|
10.4K
$897K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.09K+ 14.64% |
$591K - $670K
|
63.4K
$5.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 1.34% |
$10.2K - $11.6K
|
10.6K
$912K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 1.89% |
$7.31K - $8.28K
|
5.2K
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.67K+ 5.77% |
$122K - $138K
|
30.6K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
172New |
$12.6K - $14.2K
|
172
$14.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
118+ 3.38% |
$8.62K - $9.77K
|
3.61K
$311K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$146 - $166
|
3
$259
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-14.4K- 17.91% |
$1.05M - $1.19M
|
66K
$5.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
734+ 11.51% |
$53.6K - $60.8K
|
7.11K
$613K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.45KNew |
$179K - $203K
|
2.45K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.13KNew |
$229K - $259K
|
3.13K
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18- 3.3% |
$1.32K - $1.49K
|
528
$45.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
38+ 0.69% |
$2.78K - $3.15K
|
5.53K
$476K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-82- 1.73% |
$5.99K - $6.79K
|
4.65K
$400K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-51- 0.54% |
$3.73K - $4.22K
|
9.4K
$810K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.8K+ 30.08% |
$1.01M - $1.14M
|
59.5K
$5.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.97KNew |
$290K - $329K
|
3.97K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.87K+ 62.52% |
$136K - $154K
|
4.85K
$418K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
110New |
$8.04K - $9.1K
|
110
$9.48K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
35+ 6.97% |
$2.56K - $2.9K
|
537
$46.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-599- 4.97% |
$43.8K - $49.6K
|
11.5K
$987K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-52- 1.06% |
$3.8K - $4.3K
|
4.85K
$418K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 54.58% |
$1.6M - $1.81M
|
18.2K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
334+ 1.23% |
$24.4K - $27.6K
|
27.4K
$2.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.5K+ 16.02% |
$110K - $124K
|
10.9K
$936K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
471+ 1.04% |
$34.4K - $39K
|
45.7K
$3.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.02K- 13.93% |
$220K - $250K
|
18.6K
$1.61M
|