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 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-443- 2.04% |
$32.4K - $36.7K
|
21.3K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-448- 4.02% |
$32.7K - $37.1K
|
10.7K
$921K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-450- 0.76% |
$32.9K - $37.2K
|
58.5K
$5.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-453- 2.16% |
$33.1K - $37.5K
|
20.5K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-453- 3.15% |
$33.1K - $37.5K
|
13.9K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-469- 12.05% |
$34.3K - $38.8K
|
3.42K
$295K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-473- 3.43% |
$34.6K - $39.2K
|
13.3K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-485- 7.2% |
$35.4K - $40.1K
|
6.25K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-496- 4.06% |
$36.3K - $41.1K
|
11.7K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-498- 5.64% |
$36.4K - $41.2K
|
8.34K
$719K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-499- 0.73% |
$36.5K - $41.3K
|
67.6K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-500- 1.74% |
$36.5K - $41.4K
|
28.2K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-500- 7.53% |
$36.5K - $41.4K
|
6.14K
$529K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-500- 9.97% |
$36.5K - $41.4K
|
4.52K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-500- 9.22% |
$36.5K - $41.4K
|
4.92K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-502- 8.11% |
$36.7K - $41.6K
|
5.69K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-510- 46.36% |
$37.3K - $42.2K
|
590
$50.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-525- 47.38% |
$38.4K - $43.5K
|
583
$50.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-526- 6.35% |
$38.4K - $43.5K
|
7.76K
$669K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-531- 49.77% |
$38.8K - $44K
|
536
$46.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-536- 3.47% |
$39.2K - $44.4K
|
14.9K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-537- 14.92% |
$39.2K - $44.4K
|
3.06K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-543- 15.51% |
$39.7K - $44.9K
|
2.96K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-548- 2.25% |
$40.1K - $45.4K
|
23.8K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-585- 11.53% |
$42.8K - $48.4K
|
4.49K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-599- 4.97% |
$43.8K - $49.6K
|
11.5K
$987K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-607- 5.87% |
$44.4K - $50.2K
|
9.73K
$838K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-611- 1.35% |
$44.7K - $50.6K
|
44.7K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-616Closed |
$45K - $51K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-625- 48.08% |
$45.7K - $51.7K
|
675
$58.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-640- 11.8% |
$46.8K - $53K
|
4.79K
$412K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-642- 2.2% |
$46.9K - $53.1K
|
28.5K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-659- 0.42% |
$48.2K - $54.5K
|
156K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-683- 18.1% |
$49.9K - $56.5K
|
3.09K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-704- 6.14% |
$51.5K - $58.3K
|
10.8K
$927K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-705- 6.59% |
$51.5K - $58.4K
|
9.99K
$861K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-706- 10.15% |
$51.6K - $58.4K
|
6.25K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-710- 8.45% |
$51.9K - $58.8K
|
7.69K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-725- 3.31% |
$53K - $60K
|
21.2K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-738- 16.91% |
$53.9K - $61.1K
|
3.63K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-756- 4.72% |
$55.3K - $62.6K
|
15.3K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-769- 11.59% |
$56.2K - $63.7K
|
5.86K
$505K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-779- 23.16% |
$56.9K - $64.5K
|
2.59K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-785- 3.58% |
$57.4K - $65K
|
21.1K
$1.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-791- 8.45% |
$57.8K - $65.5K
|
8.57K
$739K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-798- 21.43% |
$58.3K - $66.1K
|
2.93K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-800- 20.0% |
$58.5K - $66.2K
|
3.2K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-815- 9.39% |
$59.6K - $67.5K
|
7.87K
$678K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-816- 18.83% |
$59.6K - $67.5K
|
3.52K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-833- 2.46% |
$60.9K - $68.9K
|
33K
$2.84M
|