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 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
90+ 10.18% |
$6.58K - $7.45K
|
974
$83.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
88+ 2.86% |
$6.43K - $7.28K
|
3.17K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
88+ 1.5% |
$6.43K - $7.28K
|
5.94K
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
87+ 2.78% |
$6.36K - $7.2K
|
3.21K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
81+ 0.65% |
$5.92K - $6.7K
|
12.5K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
78+ 1.05% |
$5.7K - $6.46K
|
7.51K
$647K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
77+ 15.59% |
$5.63K - $6.37K
|
571
$49.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
74+ 2.38% |
$5.41K - $6.12K
|
3.18K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70New |
$5.12K - $5.79K
|
70
$6.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
67+ 0.39% |
$4.9K - $5.55K
|
17.3K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
64+ 1.09% |
$4.68K - $5.3K
|
5.91K
$510K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 2.98% |
$4.53K - $5.13K
|
2.14K
$184K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
60New |
$4.39K - $4.97K
|
60
$5.17K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
56+ 0.66% |
$4.09K - $4.64K
|
8.6K
$741K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
53+ 2.05% |
$3.87K - $4.39K
|
2.63K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
50+ 0.5% |
$3.65K - $4.14K
|
10K
$864K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
50+ 0.56% |
$3.65K - $4.14K
|
8.95K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
40+ 1.51% |
$2.92K - $3.31K
|
2.68K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
39+ 0.34% |
$2.85K - $3.23K
|
11.5K
$995K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
39+ 0.86% |
$2.85K - $3.23K
|
4.58K
$395K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
38+ 0.69% |
$2.78K - $3.15K
|
5.53K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38+ 10.33% |
$2.78K - $3.15K
|
406
$35K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
35+ 6.97% |
$2.56K - $2.9K
|
537
$46.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
35+ 0.58% |
$2.56K - $2.9K
|
6.05K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35+ 8.05% |
$2.56K - $2.9K
|
470
$40.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
34+ 0.6% |
$2.49K - $2.81K
|
5.71K
$492K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
33+ 0.65% |
$2.41K - $2.73K
|
5.08K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
29+ 0.3% |
$2.12K - $2.4K
|
9.81K
$846K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
25+ 0.82% |
$1.83K - $2.07K
|
3.09K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.14% |
$1.75K - $1.99K
|
16.6K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
24+ 0.02% |
$1.75K - $1.99K
|
96.4K
$8.31M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.73% |
$1.68K - $1.9K
|
3.19K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
23+ 0.04% |
$1.68K - $1.9K
|
62.4K
$5.38M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.5% |
$1.61K - $1.82K
|
4.38K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
21+ 100.0% |
$1.53K - $1.74K
|
42
$3.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$1.46K - $1.66K
|
20
$1.72K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
20+ 0.68% |
$1.46K - $1.66K
|
2.96K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
19+ 0.2% |
$1.39K - $1.57K
|
9.57K
$825K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18+ 0.26% |
$1.32K - $1.49K
|
7.05K
$607K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.52% |
$1.24K - $1.41K
|
3.31K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
16+ 0.39% |
$1.17K - $1.32K
|
4.09K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
15+ 0.24% |
$1.1K - $1.24K
|
6.25K
$538K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14+ 0.06% |
$1.02K - $1.16K
|
22.4K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.39% |
$1.02K - $1.16K
|
3.61K
$311K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13+ 0.01% |
$950 - $1.08K
|
172K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.08% |
$877 - $993
|
14.4K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.28% |
$731 - $828
|
3.57K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10+ 0.1% |
$731 - $828
|
9.93K
$856K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.49% |
$731 - $828
|
2.06K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$731 - $828
|
4.64K
$400K
|