Latest Institutional Purchases of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.47K+ 16.01% |
$200K - $215K
|
17.9K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.47K+ 80.61% |
$200K - $215K
|
5.52K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.46K+ 1.82% |
$200K - $215K
|
138K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.46K+ 3.89% |
$199K - $214K
|
65.5K
$5.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.44KNew |
$198K - $213K
|
2.44K
$216K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.44KNew |
$198K - $213K
|
2.44K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.4KNew |
$195K - $210K
|
2.4K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.4K+ 19.13% |
$195K - $210K
|
14.9K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.4KNew |
$194K - $209K
|
2.4K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.39KNew |
$194K - $209K
|
2.39K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.38KNew |
$193K - $208K
|
2.38K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.38K+ 13.95% |
$193K - $207K
|
19.4K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.37K+ 19.1% |
$193K - $207K
|
14.8K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.37KNew |
$193K - $207K
|
2.37K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
2.37KNew |
$192K - $207K
|
2.37K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.35KNew |
$191K - $205K
|
2.35K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.35KNew |
$191K - $205K
|
2.35K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.34KNew |
$190K - $205K
|
2.34K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$208K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.33KNew |
$189K - $203K
|
2.33K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.28K+ 51.35% |
$185K - $199K
|
6.71K
$596K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 85.84% |
$185K - $199K
|
4.92K
$437K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26K+ 8.64% |
$184K - $198K
|
28.5K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.25K+ 3.11% |
$183K - $197K
|
74.6K
$6.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.24K+ 6.47% |
$181K - $195K
|
36.8K
$3.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
2.2K+ 5.33% |
$179K - $192K
|
43.5K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.19K+ 4.4% |
$178K - $191K
|
52K
$4.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.14K+ 14.28% |
$173K - $186K
|
17.1K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.1KNew |
$170K - $183K
|
2.1K
$186K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.01K+ 72.51% |
$163K - $175K
|
4.77K
$423K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
PUT |
2KNew |
$162K - $175K
|
2K
$178K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.97K+ 53.25% |
$160K - $172K
|
5.68K
$504K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
1.96K+ 6.36% |
$159K - $171K
|
32.8K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$152K - $163K
|
1.87K
$166K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.86K+ 11.36% |
$151K - $163K
|
18.2K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.86K+ 2.49% |
$151K - $162K
|
76.4K
$6.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.85K+ 3.38% |
$150K - $161K
|
56.6K
$5.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.84K+ 61.87% |
$150K - $161K
|
4.82K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.83K+ 8.94% |
$148K - $159K
|
22.2K
$1.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.82K+ 6.94% |
$148K - $159K
|
28.1K
$2.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 2.55% |
$143K - $154K
|
71K
$6.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.69K+ 16.52% |
$137K - $147K
|
11.9K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.68K+ 3.19% |
$136K - $147K
|
54.3K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.66K+ 1.9% |
$135K - $145K
|
88.9K
$7.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
1.65K+ 4.73% |
$134K - $144K
|
36.5K
$3.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.65K+ 12.03% |
$134K - $144K
|
15.3K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 3.53% |
$133K - $143K
|
48.2K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.64KNew |
$133K - $143K
|
1.64K
$145K
|
|