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 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-84- 0.2% |
$6.14K - $6.95K
|
42.7K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-90- 0.69% |
$6.58K - $7.45K
|
13K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 25.91% |
$6.8K - $7.7K
|
266
$22.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-95- 0.42% |
$6.94K - $7.86K
|
22.7K
$1.95M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-95- 9.27% |
$6.94K - $7.86K
|
930
$80.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-95- 1.19% |
$6.94K - $7.86K
|
7.9K
$681K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 1.89% |
$7.31K - $8.28K
|
5.2K
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-103- 0.11% |
$7.53K - $8.53K
|
92.8K
$8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-105- 2.47% |
$7.67K - $8.69K
|
4.14K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-108- 2.97% |
$7.89K - $8.94K
|
3.53K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-116- 1.53% |
$8.48K - $9.6K
|
7.49K
$645K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-119- 3.21% |
$8.7K - $9.85K
|
3.59K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-121- 2.04% |
$8.84K - $10K
|
5.82K
$501K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 17.08% |
$9.14K - $10.3K
|
607
$52.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-126- 2.55% |
$9.21K - $10.4K
|
4.82K
$415K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-128- 0.92% |
$9.36K - $10.6K
|
13.8K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-135- 7.41% |
$9.87K - $11.2K
|
1.69K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-136- 0.2% |
$9.94K - $11.3K
|
67.8K
$5.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-138- 0.43% |
$10.1K - $11.4K
|
31.8K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-144- 0.43% |
$10.5K - $11.9K
|
33.7K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-147- 2.5% |
$10.7K - $12.2K
|
5.74K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-147- 6.27% |
$10.7K - $12.2K
|
2.2K
$189K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-148- 3.96% |
$10.8K - $12.2K
|
3.59K
$309K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-148- 2.71% |
$10.8K - $12.2K
|
5.32K
$458K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-150- 1.53% |
$11K - $12.4K
|
9.66K
$832K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 5.62% |
$11K - $12.4K
|
2.52K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-150- 3.58% |
$11K - $12.4K
|
4.04K
$348K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-152- 0.53% |
$11.1K - $12.6K
|
28.8K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-153- 0.08% |
$11.2K - $12.7K
|
193K
$16.6M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-158- 0.45% |
$11.5K - $13.1K
|
34.8K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-164- 4.01% |
$12K - $13.6K
|
3.93K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-165- 1.2% |
$12.1K - $13.7K
|
13.6K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-167- 76.96% |
$12.2K - $13.8K
|
50
$4.31K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-172- 49.57% |
$12.6K - $14.2K
|
175
$15.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-175- 6.11% |
$12.8K - $14.5K
|
2.69K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-176- 0.34% |
$12.9K - $14.6K
|
52K
$4.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-178- 5.37% |
$13K - $14.7K
|
3.14K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.46% |
$13.1K - $14.8K
|
12.1K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-183- 2.58% |
$13.4K - $15.1K
|
6.92K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-183- 0.49% |
$13.4K - $15.1K
|
36.9K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-187- 0.12% |
$13.7K - $15.5K
|
154K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-193- 1.14% |
$14.1K - $16K
|
16.8K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-195- 4.13% |
$14.3K - $16.1K
|
4.53K
$390K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-198- 62.07% |
$14.5K - $16.4K
|
121
$10.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-199- 4.02% |
$14.5K - $16.5K
|
4.76K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-200- 0.56% |
$14.6K - $16.6K
|
35.8K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-200- 2.55% |
$14.6K - $16.6K
|
7.65K
$659K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-204- 5.17% |
$14.9K - $16.9K
|
3.74K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-204- 6.57% |
$14.9K - $16.9K
|
2.9K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 1.15% |
$15.2K - $17.2K
|
17.9K
$1.54M
|