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 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-208- 1.78% |
$15.2K - $17.2K
|
11.5K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-208- 0.48% |
$15.2K - $17.2K
|
43.6K
$3.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-215- 0.11% |
$15.7K - $17.8K
|
203K
$17.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-225- 12.34% |
$16.4K - $18.6K
|
1.6K
$138K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-230- 4.32% |
$16.8K - $19K
|
5.09K
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-233- 4.12% |
$17K - $19.3K
|
5.42K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-234- 5.51% |
$17.1K - $19.4K
|
4.02K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-234- 6.18% |
$17.1K - $19.4K
|
3.56K
$306K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-234- 24.48% |
$17.1K - $19.4K
|
722
$62.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-235- 0.23% |
$17.2K - $19.5K
|
101K
$8.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-240- 30.0% |
$17.5K - $19.9K
|
560
$48.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-245- 0.8% |
$17.9K - $20.3K
|
30.4K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-247- 38.18% |
$18.1K - $20.4K
|
400
$34.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-250- 1.93% |
$18.3K - $20.7K
|
12.7K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-250- 0.23% |
$18.3K - $20.7K
|
108K
$9.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-251- 1.82% |
$18.3K - $20.8K
|
13.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-255- 2.45% |
$18.6K - $21.1K
|
10.2K
$877K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-273- 1.08% |
$20K - $22.6K
|
25.1K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-274- 2.52% |
$20K - $22.7K
|
10.6K
$913K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-293- 6.58% |
$21.4K - $24.3K
|
4.16K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-300- 7.22% |
$21.9K - $24.8K
|
3.86K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-300- 3.65% |
$21.9K - $24.8K
|
7.91K
$682K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-301- 3.26% |
$22K - $24.9K
|
8.93K
$770K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-303- 11.93% |
$22.1K - $25.1K
|
2.24K
$193K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-304- 2.26% |
$22.2K - $25.2K
|
13.2K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-307- 1.73% |
$22.4K - $25.4K
|
17.4K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-308- 9.82% |
$22.5K - $25.5K
|
2.83K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-320- 2.33% |
$23.4K - $26.5K
|
13.4K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-330- 4.04% |
$24.1K - $27.3K
|
7.85K
$676K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-348- 6.51% |
$25.4K - $28.8K
|
5K
$431K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-350- 2.82% |
$25.6K - $29K
|
12.1K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-350- 6.56% |
$25.6K - $29K
|
4.99K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-353- 4.33% |
$25.8K - $29.2K
|
7.79K
$672K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-353- 0.37% |
$25.8K - $29.2K
|
96K
$8.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-355- 0.67% |
$25.9K - $29.4K
|
52.5K
$4.52M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-364- 3.01% |
$26.6K - $30.1K
|
11.7K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-365- 5.5% |
$26.7K - $30.2K
|
6.27K
$540K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-366- 0.53% |
$26.8K - $30.3K
|
69.2K
$5.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-369- 0.09% |
$27K - $30.5K
|
396K
$34.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-373- 3.46% |
$27.3K - $30.9K
|
10.4K
$897K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-375- 1.74% |
$27.4K - $31K
|
21.2K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-380- 1.35% |
$27.8K - $31.5K
|
27.8K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-383- 14.67% |
$28K - $31.7K
|
2.23K
$192K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-385- 27.8% |
$28.1K - $31.9K
|
1K
$86.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-390- 7.86% |
$28.5K - $32.3K
|
4.57K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-400- 8.33% |
$29.2K - $33.1K
|
4.4K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-400- 7.14% |
$29.2K - $33.1K
|
5.2K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-400- 1.47% |
$29.2K - $33.1K
|
26.8K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-413- 0.91% |
$30.2K - $34.2K
|
44.9K
$3.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-414- 10.8% |
$30.3K - $34.3K
|
3.42K
$295K
|