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 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.27M+ 110.26% |
$239M - $271M
|
6.24M
$538M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.3M+ 8026.09% |
$168M - $190M
|
2.33M
$201M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.98M+ 19.98% |
$145M - $164M
|
11.9M
$1.03B
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.55MNew |
$113M - $128M
|
1.55M
$134M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37M+ 23.39% |
$99.9M - $113M
|
7.21M
$621M
|
|
|
Aug 14, 2025
Q2 2025
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
1MNew |
$73.1M - $82.8M
|
1M
$86.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
606KNew |
$44.3M - $50.2M
|
606K
$52.2M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
425K+ 15.38% |
$31.1M - $35.2M
|
3.19M
$275M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
411K+ 43.15% |
$30M - $34M
|
1.36M
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
398K+ 299.57% |
$29.1M - $33M
|
531K
$45.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
295K+ 20.33% |
$21.6M - $24.4M
|
1.75M
$150M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
275K+ 1375.98% |
$20.1M - $22.8M
|
295K
$25.4M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 8.67% |
$15.6M - $17.7M
|
2.68M
$231M
|
|
|
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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 1.28% |
$11.9M - $13.5M
|
12.9M
$1.11B
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
158K+ 115.48% |
$11.5M - $13M
|
294K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
157KNew |
$11.4M - $13M
|
157K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
156KNew |
$11.4M - $12.9M
|
156K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
152K+ 42.8% |
$11.1M - $12.6M
|
507K
$43.7M
|
|
|
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 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
122KNew |
$8.94M - $10.1M
|
122K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 14.24% |
$8.89M - $10.1M
|
977K
$84.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
121K+ 88.21% |
$8.87M - $10M
|
259K
$22.3M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
102K+ 94.77% |
$7.48M - $8.47M
|
210K
$18.1M
|
|
|
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 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
91.6K+ 562.14% |
$6.7M - $7.58M
|
108K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
90.8K+ 406.9% |
$6.63M - $7.51M
|
113K
$9.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
90.2K+ 78.63% |
$6.59M - $7.46M
|
205K
$17.7M
|
|
|
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
|