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 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
196+ 19.7% |
$14.3K - $16.2K
|
1.19K
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
194+ 0.92% |
$14.2K - $16.1K
|
21.2K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
191+ 0.25% |
$14K - $15.8K
|
75.4K
$6.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
185+ 1.36% |
$13.5K - $15.3K
|
13.8K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
180+ 0.74% |
$13.2K - $14.9K
|
24.5K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
178+ 0.83% |
$13K - $14.7K
|
21.7K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
177+ 0.47% |
$12.9K - $14.7K
|
37.6K
$3.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175+ 6.76% |
$12.8K - $14.5K
|
2.77K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
175+ 1.01% |
$12.8K - $14.5K
|
17.5K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
174+ 6.5% |
$12.7K - $14.4K
|
2.85K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
172New |
$12.6K - $14.2K
|
172
$14.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
170New |
$12.4K - $14.1K
|
170
$14.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
165+ 1.84% |
$12.1K - $13.7K
|
9.14K
$787K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
165+ 4.26% |
$12.1K - $13.7K
|
4.04K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
162+ 121.8% |
$11.8K - $13.4K
|
295
$25.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
159+ 26.5% |
$11.6K - $13.2K
|
759
$65.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
153+ 5.8% |
$11.2K - $12.7K
|
2.79K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
142New |
$10.4K - $11.8K
|
142
$12.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 1.34% |
$10.2K - $11.6K
|
10.6K
$912K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
140+ 4.22% |
$10.2K - $11.6K
|
3.46K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
138+ 2.53% |
$10.1K - $11.4K
|
5.58K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
138+ 8.01% |
$10.1K - $11.4K
|
1.86K
$160K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
137New |
$10K - $11.3K
|
137
$11.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
137+ 4.69% |
$10K - $11.3K
|
3.06K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
133+ 3.48% |
$9.72K - $11K
|
3.95K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
131+ 4.17% |
$9.57K - $10.8K
|
3.27K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
130New |
$9.5K - $10.8K
|
130
$11.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
128+ 102.4% |
$9.36K - $10.6K
|
253
$21.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
126New |
$9.21K - $10.4K
|
126
$10.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
126+ 12.3% |
$9.21K - $10.4K
|
1.15K
$99.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
125+ 0.37% |
$9.14K - $10.3K
|
33.8K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
120+ 3.06% |
$8.77K - $9.93K
|
4.04K
$348K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
118+ 3.38% |
$8.62K - $9.77K
|
3.61K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
118+ 2.55% |
$8.62K - $9.77K
|
4.75K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
116+ 4.84% |
$8.48K - $9.6K
|
2.51K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 23.59% |
$8.26K - $9.35K
|
592
$51K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
111+ 0.5% |
$8.11K - $9.19K
|
22.3K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
110New |
$8.04K - $9.1K
|
110
$9.48K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
108+ 3.32% |
$7.89K - $8.94K
|
3.36K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
108+ 0.63% |
$7.89K - $8.94K
|
17.2K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
106+ 2.44% |
$7.75K - $8.77K
|
4.45K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
101+ 16.64% |
$7.38K - $8.36K
|
708
$61K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
101+ 2.51% |
$7.38K - $8.36K
|
4.13K
$356K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100+ 4.11% |
$7.31K - $8.28K
|
2.54K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
100+ 1.11% |
$7.31K - $8.28K
|
9.11K
$785K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
100New |
$7.31K - $8.28K
|
100
$8.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100New |
$7.31K - $8.28K
|
100
$8.62K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
96+ 0.7% |
$7.02K - $7.95K
|
13.8K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
96+ 38.4% |
$7.02K - $7.95K
|
346
$29.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
90+ 0.48% |
$6.58K - $7.45K
|
18.7K
$1.61M
|