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 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 0.84% |
$804 - $910
|
1.3K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-11- 15.71% |
$804 - $910
|
59
$5.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-12- 0.23% |
$877 - $993
|
5.15K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-13- 1.6% |
$950 - $1.08K
|
797
$68.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.01% |
$1.02K - $1.16K
|
97.2K
$8.38M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-17- 6.8% |
$1.24K - $1.41K
|
233
$20.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17- 0.17% |
$1.24K - $1.41K
|
9.71K
$837K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18- 3.3% |
$1.32K - $1.49K
|
528
$45.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18- 0.33% |
$1.32K - $1.49K
|
5.37K
$463K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-18- 0.34% |
$1.32K - $1.49K
|
5.23K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.23% |
$1.46K - $1.66K
|
8.81K
$759K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-22- 0.63% |
$1.61K - $1.82K
|
3.49K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 0.84% |
$1.83K - $2.07K
|
2.96K
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25- 2.09% |
$1.83K - $2.07K
|
1.17K
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-25- 0.52% |
$1.83K - $2.07K
|
4.83K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-26- 0.26% |
$1.9K - $2.15K
|
9.99K
$861K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-28- 0.17% |
$2.05K - $2.32K
|
16.1K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-29- 0.92% |
$2.12K - $2.4K
|
3.13K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-30- 0.91% |
$2.19K - $2.48K
|
3.27K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 51.72% |
$2.19K - $2.48K
|
28
$2.41K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-33- 5.71% |
$2.41K - $2.73K
|
545
$47K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-34- 0.54% |
$2.49K - $2.81K
|
6.25K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-35- 0.17% |
$2.56K - $2.9K
|
21K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-38- 1.19% |
$2.78K - $3.15K
|
3.17K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-38- 0.7% |
$2.78K - $3.15K
|
5.42K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-39- 90.7% |
$2.85K - $3.23K
|
4
$345
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-41- 0.35% |
$3K - $3.39K
|
11.8K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-42- 0.69% |
$3.07K - $3.48K
|
6.01K
$518K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 0.66% |
$3.65K - $4.14K
|
7.5K
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-50- 0.6% |
$3.65K - $4.14K
|
8.28K
$713K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-51- 0.54% |
$3.73K - $4.22K
|
9.4K
$810K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-52- 1.06% |
$3.8K - $4.3K
|
4.85K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 14.92% |
$3.95K - $4.47K
|
308
$26.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-57- 0.24% |
$4.17K - $4.72K
|
23.2K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-57- 1.76% |
$4.17K - $4.72K
|
3.18K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-57- 0.2% |
$4.17K - $4.72K
|
28.2K
$2.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-60- 0.7% |
$4.39K - $4.97K
|
8.46K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-60- 1.88% |
$4.39K - $4.97K
|
3.13K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-63- 1.91% |
$4.6K - $5.21K
|
3.24K
$279K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-63- 1.44% |
$4.6K - $5.21K
|
4.32K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-64- 2.96% |
$4.68K - $5.3K
|
2.1K
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-68- 1.77% |
$4.97K - $5.63K
|
3.77K
$325K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-68- 0.78% |
$4.97K - $5.63K
|
8.6K
$741K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-74- 2.53% |
$5.41K - $6.12K
|
2.85K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 2.05% |
$5.48K - $6.21K
|
3.58K
$309K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-75- 1.9% |
$5.48K - $6.21K
|
3.87K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-80- 27.03% |
$5.85K - $6.62K
|
216
$18.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-81- 2.62% |
$5.92K - $6.7K
|
3.01K
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-82- 1.73% |
$5.99K - $6.79K
|
4.65K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-82- 2.08% |
$5.99K - $6.79K
|
3.87K
$333K
|