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 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-844- 38.63% |
$61.7K - $69.9K
|
1.34K
$116K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-858- 8.04% |
$62.7K - $71K
|
9.81K
$846K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-864- 9.86% |
$63.1K - $71.5K
|
7.9K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-878- 2.94% |
$64.2K - $72.7K
|
29K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-885- 3.52% |
$64.7K - $73.3K
|
24.3K
$2.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-892- 10.44% |
$65.2K - $73.8K
|
7.66K
$660K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-933- 59.46% |
$68.2K - $77.2K
|
636
$54.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-943- 26.25% |
$68.9K - $78.1K
|
2.65K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-970- 11.23% |
$70.9K - $80.3K
|
7.67K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-985- 2.23% |
$72K - $81.5K
|
43.2K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-989- 3.02% |
$72.3K - $81.9K
|
31.7K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.04K- 3.1% |
$76.3K - $86.4K
|
32.7K
$2.81M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.06K- 45.08% |
$77.8K - $88.1K
|
1.3K
$112K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.07K- 18.26% |
$78.4K - $88.7K
|
4.8K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.08K- 14.25% |
$78.9K - $89.4K
|
6.5K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.1K- 2.77% |
$80.1K - $90.7K
|
38.4K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.11K- 6.89% |
$80.9K - $91.6K
|
15K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 12.56% |
$81K - $91.7K
|
7.71K
$665K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 6.98% |
$81.6K - $92.5K
|
14.9K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-1.14K- 7.58% |
$83.5K - $94.5K
|
13.9K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.15K- 2.94% |
$84.1K - $95.2K
|
37.9K
$3.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.19K- 9.42% |
$86.7K - $98.2K
|
11.4K
$983K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.23K- 44.97% |
$89.8K - $102K
|
1.5K
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.27K- 29.85% |
$92.8K - $105K
|
2.98K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.27K- 3.21% |
$92.9K - $105K
|
38.3K
$3.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-1.29K- 8.77% |
$94.2K - $107K
|
13.4K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.29K- 1.35% |
$94.4K - $107K
|
94.2K
$8.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.29K- 3.07% |
$94.5K - $107K
|
40.9K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-1.3K- 1.64% |
$94.7K - $107K
|
77.6K
$6.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.32K- 5.21% |
$96.3K - $109K
|
24K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-1.32K- 19.57% |
$96.8K - $110K
|
5.44K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.38K- 1.94% |
$101K - $114K
|
69.9K
$6.02M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.38K- 3.74% |
$101K - $114K
|
35.5K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-1.4K- 18.09% |
$102K - $116K
|
6.32K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.45K- 32.71% |
$106K - $120K
|
2.98K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 38.01% |
$112K - $126K
|
2.49K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.54K- 86.96% |
$113K - $127K
|
231
$19.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 11.17% |
$114K - $129K
|
12.4K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-1.59K- 7.82% |
$116K - $132K
|
18.8K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.62K- 13.03% |
$118K - $134K
|
10.8K
$932K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.64K- 33.5% |
$120K - $136K
|
3.26K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.67K- 36.01% |
$122K - $138K
|
2.96K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.71K- 6.41% |
$125K - $142K
|
25K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.71K- 6.04% |
$125K - $142K
|
26.6K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.72K- 1.81% |
$126K - $142K
|
93.1K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.77K- 0.57% |
$130K - $147K
|
307K
$26.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.78K- 35.22% |
$130K - $147K
|
3.28K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.8K- 19.83% |
$132K - $149K
|
7.28K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 35.05% |
$135K - $153K
|
3.42K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.87K- 10.94% |
$137K - $155K
|
15.2K
$1.31M
|