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 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.06% |
$585 - $662
|
13.8K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.67% |
$585 - $662
|
1.2K
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$585 - $662
|
5.88K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
7+ 26.92% |
$512 - $579
|
33
$2.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
7+ 0.31% |
$512 - $579
|
2.28K
$197K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6+ 0.03% |
$439 - $497
|
23.6K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.15% |
$439 - $497
|
4.1K
$353K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.18% |
$365 - $414
|
2.77K
$238K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$365 - $414
|
6.83K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.06% |
$365 - $414
|
8.85K
$763K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.25% |
$292 - $331
|
1.61K
$138K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.29% |
$292 - $331
|
1.36K
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.73% |
$292 - $331
|
551
$47.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.09% |
$292 - $331
|
4.47K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$292 - $331
|
6
$517
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3+ 0.01% |
$219 - $248
|
30K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3+ 0.19% |
$219 - $248
|
1.61K
$139K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
2+ 0.04% |
$146 - $166
|
4.47K
$386K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$146 - $166
|
3
$259
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2+ 0.03% |
$146 - $166
|
5.97K
$514K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.06% |
$146 - $166
|
3.44K
$297K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.07% |
$146 - $166
|
2.73K
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.02% |
$146 - $166
|
12.2K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$146 - $166
|
2.02K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.53% |
$146 - $166
|
380
$32.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
16.5K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.81% |
$73.1 - $82.8
|
124
$10.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.03% |
$73.1 - $82.8
|
3.86K
$333K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$73.1 - $82.8
|
1.12K
$96.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$73.1 - $82.8
|
4.94K
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
11.9K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 2.04% |
$73.1 - $82.8
|
50
$4.31K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.07% |
$73.1 - $82.8
|
1.37K
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.02% |
$73.1 - $82.8
|
4.29K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
8.4K
$724K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.03% |
$73.1 - $82.8
|
2.86K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$73.1 - $82.8
|
3.49K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.58% |
$73.1 - $82.8
|
173
$14.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
6.68K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.02% |
$73.1 - $82.8
|
5.39K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.17% |
$73.1 - $82.8
|
575
$49.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1+ 0.03% |
$73.1 - $82.8
|
3.56K
$307K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
17.2K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1- 0.21% |
$73.1 - $82.8
|
470
$40.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3- 0.11% |
$219 - $248
|
2.73K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$292 - $331
|
32.1K
$2.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.19% |
$439 - $497
|
3.18K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-9- 4.81% |
$658 - $745
|
178
$15.3K
|