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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
645+ 2.27% |
$47.1K - $53.4K
|
29.1K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
642+ 3.43% |
$46.9K - $53.1K
|
19.3K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
630+ 583.33% |
$46K - $52.1K
|
738
$63.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
626+ 6.4% |
$45.8K - $51.8K
|
10.4K
$897K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
623+ 4.71% |
$45.5K - $51.6K
|
13.8K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
620+ 12.48% |
$45.3K - $51.3K
|
5.59K
$482K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
613+ 9.86% |
$44.8K - $50.7K
|
6.83K
$589K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
611+ 3.05% |
$44.7K - $50.6K
|
20.7K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
606+ 2.04% |
$44.3K - $50.2K
|
30.3K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
600New |
$43.9K - $49.7K
|
600
$51.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
600New |
$43.9K - $49.7K
|
600
$51.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
600+ 5.83% |
$43.9K - $49.7K
|
10.9K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
587+ 1.41% |
$42.9K - $48.6K
|
42.2K
$3.64M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
568+ 3.33% |
$41.5K - $47K
|
17.6K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
560+ 3.67% |
$40.9K - $46.4K
|
15.8K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
559+ 12.36% |
$40.9K - $46.3K
|
5.08K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
557+ 7.75% |
$40.7K - $46.1K
|
7.75K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
544+ 4.48% |
$39.8K - $45K
|
12.7K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
534+ 4.91% |
$39K - $44.2K
|
11.4K
$983K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
531+ 3.35% |
$38.8K - $44K
|
16.4K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
522+ 4.08% |
$38.2K - $43.2K
|
13.3K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
512+ 13.36% |
$37.4K - $42.4K
|
4.35K
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
511+ 5.58% |
$37.3K - $42.3K
|
9.67K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
511+ 23.14% |
$37.3K - $42.3K
|
2.72K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
509+ 0.41% |
$37.2K - $42.1K
|
124K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
505+ 404.0% |
$36.9K - $41.8K
|
630
$54.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
499+ 10.79% |
$36.5K - $41.3K
|
5.13K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
485+ 6.04% |
$35.4K - $40.1K
|
8.52K
$734K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
480+ 36.17% |
$35.1K - $39.7K
|
1.81K
$156K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
479+ 12.69% |
$35K - $39.6K
|
4.26K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
479+ 9.27% |
$35K - $39.6K
|
5.65K
$487K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
478+ 1.89% |
$34.9K - $39.6K
|
25.8K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
471+ 1.04% |
$34.4K - $39K
|
45.7K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
471+ 1.08% |
$34.4K - $39K
|
44K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
466+ 5.03% |
$34.1K - $38.6K
|
9.73K
$838K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
465+ 0.05% |
$34K - $38.5K
|
976K
$84.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
463+ 0.8% |
$33.8K - $38.3K
|
58.5K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
462+ 5.33% |
$33.8K - $38.2K
|
9.13K
$787K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
461+ 15.14% |
$33.7K - $38.2K
|
3.51K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
459+ 1.49% |
$33.5K - $38K
|
31.2K
$2.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
456+ 16.47% |
$33.3K - $37.7K
|
3.22K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
450+ 4.85% |
$32.9K - $37.2K
|
9.73K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
447+ 1.68% |
$32.7K - $37K
|
27K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
432+ 2.48% |
$31.6K - $35.8K
|
17.9K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
430+ 11.37% |
$31.4K - $35.6K
|
4.21K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
426+ 5.22% |
$31.1K - $35.3K
|
8.58K
$739K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
410+ 13.32% |
$30K - $33.9K
|
3.49K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
402+ 137.2% |
$29.4K - $33.3K
|
695
$59.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
389+ 3.88% |
$28.4K - $32.2K
|
10.4K
$897K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
386+ 9.7% |
$28.2K - $31.9K
|
4.37K
$376K
|