Purchases and Sales Made in Q2 2025 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 2025. The information is specifically focused on institutions that hold shares of UTILITIES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.83MNew |
$645M - $730M
|
8.83M
$761M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.3M+ 8026.09% |
$168M - $190M
|
2.33M
$201M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37M+ 23.39% |
$99.9M - $113M
|
7.21M
$621M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
577KNew |
$42.2M - $47.8M
|
577K
$49.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
557KNew |
$40.7M - $46.1M
|
557K
$48M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
530K+ 5207.25% |
$38.8M - $43.9M
|
540K
$46.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
502K+ 945.36% |
$36.7M - $41.6M
|
556K
$47.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
479K+ 3052.59% |
$35M - $39.6M
|
495K
$42.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
427KNew |
$31.2M - $35.3M
|
427K
$36.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
411K+ 43.15% |
$30M - $34M
|
1.36M
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
254KNew |
$18.6M - $21M
|
254K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
246KNew |
$18M - $20.4M
|
246K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
220KNew |
$16.1M - $18.2M
|
220K
$19M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
174KNew |
$12.7M - $14.4M
|
174K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
168K+ 123.77% |
$12.3M - $13.9M
|
304K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
124K+ 143.06% |
$9.03M - $10.2M
|
210K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 14.24% |
$8.89M - $10.1M
|
977K
$84.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
118KNew |
$8.64M - $9.78M
|
118K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
115K+ 103.35% |
$8.38M - $9.49M
|
226K
$19.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 26.49% |
$7.92M - $8.96M
|
517K
$44.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
101KNew |
$7.41M - $8.39M
|
101K
$8.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
98.2KNew |
$7.18M - $8.13M
|
98.2K
$8.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
97.8K+ 8.01% |
$7.15M - $8.1M
|
1.32M
$114M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
97.7KNew |
$7.14M - $8.09M
|
97.7K
$8.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
86.9KNew |
$6.35M - $7.2M
|
86.9K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
86.8KNew |
$6.35M - $7.19M
|
86.8K
$7.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
80.7K+ 88.51% |
$5.9M - $6.68M
|
172K
$14.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
79.2KNew |
$5.79M - $6.56M
|
79.2K
$6.83M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76.5K+ 129.8% |
$5.59M - $6.33M
|
135K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
75.5KNew |
$5.52M - $6.25M
|
75.5K
$6.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.2K+ 426.98% |
$5.42M - $6.14M
|
91.5K
$7.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
73.4KNew |
$5.37M - $6.08M
|
73.4K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.1KNew |
$4.91M - $5.56M
|
67.1K
$5.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
67K+ 2.75% |
$4.9M - $5.54M
|
2.5M
$215M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.8K+ 37.09% |
$4.81M - $5.45M
|
243K
$21M
|
|
|
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 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
64KNew |
$4.67M - $5.29M
|
64K
$5.51M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
63.9K+ 16894.97% |
$4.67M - $5.29M
|
64.2K
$5.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
63.4K+ 14.16% |
$4.63M - $5.24M
|
511K
$44M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
63K+ 116.77% |
$4.61M - $5.22M
|
117K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
62.2K+ 12.87% |
$4.55M - $5.15M
|
546K
$47M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
62.1KNew |
$4.54M - $5.14M
|
62.1K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
62KNew |
$4.53M - $5.13M
|
62K
$5.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
58.9K+ 1316.93% |
$4.3M - $4.87M
|
63.4K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
58.1K+ 1177.88% |
$4.25M - $4.81M
|
63.1K
$5.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
58.1KNew |
$4.25M - $4.81M
|
58.1K
$5.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.1K+ 100.15% |
$3.59M - $4.06M
|
98.1K
$8.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
48.4KNew |
$3.54M - $4M
|
48.4K
$4.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
45.6K+ 118.33% |
$3.33M - $3.78M
|
84.2K
$7.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
45.4K+ 1155.38% |
$3.32M - $3.76M
|
49.3K
$4.25M
|