Purchases and Sales Made in Q2 2025 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 25, 2025 Q2 2025
North Rock Partners, LLC

BUY
 -
374
+ 83.3%
$27.3K - $31K
823 $70.9K
Jul 31, 2025 Q2 2025
Jackson Hole Capital Partners, LLC

BUY
 -
374
+ 4.36%
$27.3K - $31K
8.95K $771K
Jul 24, 2025 Q2 2025
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
370
+ 1.3%
$27K - $30.6K
28.7K $2.48M
Jul 21, 2025 Q2 2025
Accel Wealth Management

BUY
 -
368
+ 1.72%
$26.9K - $30.5K
21.7K $1.87M
Aug 08, 2025 Q2 2025
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
366
New
$26.8K - $30.3K
366 $31.5K
Aug 14, 2025 Q2 2025
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
366
+ 2.13%
$26.8K - $30.3K
17.5K $1.51M
Jul 30, 2025 Q2 2025
Cornerstone Advisory, LLC

BUY
 -
365
+ 12.99%
$26.7K - $30.2K
3.18K $274K
Jul 28, 2025 Q2 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
360
+ 10.06%
$26.3K - $29.8K
3.94K $340K
Jul 09, 2025 Q2 2025
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
355
+ 3.46%
$25.9K - $29.4K
10.6K $915K
Aug 11, 2025 Q2 2025
Platform Technology Partners

BUY
 -
351
+ 3.33%
$25.7K - $29.1K
10.9K $938K
Jul 29, 2025 Q2 2025
Cmg Global Holdings, LLC

BUY
 -
335
+ 3.63%
$24.5K - $27.7K
9.56K $824K
Jul 07, 2025 Q2 2025
Fox Hill Wealth Management

Dedham, MA
BUY
 -
334
+ 1.23%
$24.4K - $27.6K
27.4K $2.36M
Jul 16, 2025 Q2 2025
Colton Groome Financial Advisors, LLC

BUY
 -
330
+ 1.61%
$24.1K - $27.3K
20.8K $1.79M
Aug 14, 2025 Q2 2025
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
329
+ 5.27%
$24K - $27.2K
6.58K $567K
Aug 11, 2025 Q2 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
318
New
$23.2K - $26.3K
318 $27.4K
Jul 10, 2025 Q2 2025
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
315
+ 0.77%
$23K - $26.1K
41.2K $3.55M
Aug 05, 2025 Q2 2025
Sns Financial Group, LLC

BUY
 -
315
+ 3.74%
$23K - $26.1K
8.73K $752K
Jul 31, 2025 Q2 2025
University Of Texas

BUY
 -
310
+ 7.62%
$22.7K - $25.7K
4.38K $377K
Aug 12, 2025 Q2 2025
Argent Trust CO

Nashville, TN
BUY
 -
308
+ 10.6%
$22.5K - $25.5K
3.22K $277K
Jul 30, 2025 Q2 2025
Brookstone Capital Management

BUY
 -
303
+ 1.15%
$22.1K - $25.1K
26.6K $2.29M
Jul 28, 2025 Q2 2025
Nvest Financial, LLC

BUY
 -
301
+ 1.98%
$22K - $24.9K
15.5K $1.34M
Jul 29, 2025 Q2 2025
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
299
+ 1.2%
$21.9K - $24.7K
25.2K $2.18M
Jul 16, 2025 Q2 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
297
+ 1.9%
$21.7K - $24.6K
15.9K $1.37M
Jul 14, 2025 Q2 2025
E&G Advisors, LP

BUY
 -
290
+ 5.45%
$21.2K - $24K
5.61K $483K
Aug 12, 2025 Q2 2025
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
279
+ 4.58%
$20.4K - $23.1K
6.37K $549K
Jul 31, 2025 Q2 2025
First Business Financial Services, Inc.

BUY
 -
275
+ 7.48%
$20.1K - $22.8K
3.95K $341K
Aug 06, 2025 Q2 2025
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
272
+ 6.07%
$19.9K - $22.5K
4.75K $409K
Jul 28, 2025 Q2 2025
Cushing Capital Partners, LLC

Delafield, WI
BUY
 -
266
+ 3.11%
$19.4K - $22K
8.82K $760K
Jul 15, 2025 Q2 2025
Maseco LLP

London,

BUY
 -
264
New
$19.3K - $21.9K
264 $22.8K
Jul 30, 2025 Q2 2025
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
264
+ 12.57%
$19.3K - $21.9K
2.37K $204K
Aug 08, 2025 Q2 2025
Investment Partners, Ltd.

BUY
 -
264
+ 0.68%
$19.3K - $21.9K
39.1K $3.37M
Jul 18, 2025 Q2 2025
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
258
+ 5.53%
$18.9K - $21.4K
4.92K $424K
Aug 07, 2025 Q2 2025
Valence8 Us LP

Cambridge, MA
BUY
 -
258
+ 0.49%
$18.9K - $21.4K
52.8K $4.55M
Aug 13, 2025 Q2 2025
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
252
+ 7.47%
$18.4K - $20.9K
3.62K $312K
Jul 09, 2025 Q2 2025
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
248
+ 131.91%
$18.1K - $20.5K
436 $37.6K
Aug 08, 2025 Q2 2025
Capital Investment Advisory Services, LLC

BUY
 -
246
+ 1.05%
$18K - $20.4K
23.6K $2.03M
Aug 14, 2025 Q2 2025
Fwl Investment Management, LLC

BUY
 -
245
+ 4.42%
$17.9K - $20.3K
5.79K $499K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
243
New
$17.8K - $20.1K
243 $20.9K
Jul 09, 2025 Q2 2025
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
241
+ 5.97%
$17.6K - $19.9K
4.28K $369K
Aug 11, 2025 Q2 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
234
+ 520.0%
$17.1K - $19.4K
279 $24K
Aug 14, 2025 Q2 2025
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
225
+ 1.8%
$16.4K - $18.6K
12.7K $1.09M
Jul 15, 2025 Q2 2025
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
222
+ 148.0%
$16.2K - $18.4K
372 $32.1K
Jul 23, 2025 Q2 2025
Proffitt & Goodson Inc

BUY
 -
219
+ 1.04%
$16K - $18.1K
21.2K $1.83M
Aug 04, 2025 Q2 2025
4 Wealth Advisors, Inc.

Burr Ridge, IL
BUY
 -
218
+ 4.29%
$15.9K - $18K
5.3K $457K
Aug 05, 2025 Q2 2025
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
211
New
$15.4K - $17.5K
211 $18.2K
Jul 10, 2025 Q2 2025
Grove Bank & Trust

BUY
 -
200
+ 28.57%
$14.6K - $16.6K
900 $77.6K
Jul 24, 2025 Q2 2025
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
200
+ 3.37%
$14.6K - $16.6K
6.13K $529K
Aug 14, 2025 Q2 2025
Investment House LLC

Las Vegas, NV
BUY
 -
200
+ 1.87%
$14.6K - $16.6K
10.9K $939K
Jul 22, 2025 Q2 2025
Apexium Financial, LP

BUY
 -
197
+ 1.72%
$14.4K - $16.3K
11.7K $1M

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