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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.66K+ 16.87% |
$195K - $220K
|
18.5K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
191+ 0.25% |
$14K - $15.8K
|
75.4K
$6.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
2+ 0.04% |
$146 - $166
|
4.47K
$386K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-245- 0.8% |
$17.9K - $20.3K
|
30.4K
$2.62M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 30.43% |
$119K - $135K
|
7K
$603K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3+ 0.01% |
$219 - $248
|
30K
$2.58M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13+ 0.01% |
$950 - $1.08K
|
172K
$14.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.66K+ 18.14% |
$122K - $138K
|
10.8K
$934K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.75K+ 3.81% |
$128K - $145K
|
47.7K
$4.11M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
26.4K+ 287.46% |
$1.93M - $2.18M
|
35.5K
$3.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
64KNew |
$4.67M - $5.29M
|
64K
$5.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
16.5K
$1.42M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13.2K- 68.1% |
$985K - $1.06M
|
6.18K
$532K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
221New |
$16.5K - $17.7K
|
221
$19K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
135New |
$10.1K - $10.8K
|
135
$11.6K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$220K - $236K
|
2.95K
$254K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-116- 11.86% |
$8.67K - $9.31K
|
862
$74.3K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-376- 5.33% |
$28.1K - $30.2K
|
6.67K
$575K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
19+ 0.75% |
$1.42K - $1.53K
|
2.54K
$219K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-205- 6.82% |
$15.3K - $16.5K
|
2.8K
$241K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
296New |
$22.1K - $23.8K
|
296
$25.5K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-30- 0.08% |
$2.24K - $2.41K
|
36K
$3.1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.14KNew |
$234K - $252K
|
3.14K
$271K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
30+ 18.75% |
$2.24K - $2.41K
|
190
$16.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
54New |
$4.03K - $4.33K
|
54
$4.65K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
84.8K+ 2878.68% |
$6.34M - $6.81M
|
87.8K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
73.2KNew |
$5.47M - $5.88M
|
73.2K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-4.3K- 17.34% |
$321K - $345K
|
20.5K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.5K- 86.8% |
$2.21M - $2.37M
|
4.49K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.33K- 5.23% |
$548K - $588K
|
133K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
75KNew |
$5.6M - $6.02M
|
75K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$200K - $215K
|
2.68K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-7.5K- 3.77% |
$560K - $602K
|
192K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.8K- 19.18% |
$880K - $946K
|
49.6K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
533+ 12.21% |
$39.8K - $42.8K
|
4.9K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.53KNew |
$114K - $123K
|
1.53K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.6K+ 4.38% |
$418K - $450K
|
134K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
93.8K+ 12.32% |
$7.01M - $7.53M
|
855K
$73.7M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
76.1KNew |
$5.69M - $6.11M
|
76.1K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
832KNew |
$62.2M - $66.8M
|
832K
$71.7M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-34.1K- 16.55% |
$2.55M - $2.74M
|
172K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-584- 27.34% |
$43.6K - $46.9K
|
1.55K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.88K+ 5.91% |
$140K - $151K
|
33.6K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
315+ 101.94% |
$23.5K - $25.3K
|
624
$53.8K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-45.2K- 59.62% |
$3.38M - $3.63M
|
30.6K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-616- 14.04% |
$46K - $49.4K
|
3.77K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
79.1KNew |
$5.91M - $6.35M
|
79.1K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-456K- 21.1% |
$34M - $36.6M
|
1.7M
$147M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-30.7K- 68.29% |
$2.29M - $2.47M
|
14.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
122KNew |
$9.11M - $9.78M
|
122K
$10.5M
|
|