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 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
75.5KNew |
$5.52M - $6.25M
|
75.5K
$6.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.2K+ 426.98% |
$5.42M - $6.14M
|
91.5K
$7.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
73.4KNew |
$5.37M - $6.08M
|
73.4K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.1KNew |
$4.91M - $5.56M
|
67.1K
$5.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
67K+ 2.75% |
$4.9M - $5.54M
|
2.5M
$215M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.8K+ 37.09% |
$4.81M - $5.45M
|
243K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
64.5K+ 223.71% |
$4.72M - $5.34M
|
93.4K
$8.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
64KNew |
$4.67M - $5.29M
|
64K
$5.51M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
63.9K+ 16894.97% |
$4.67M - $5.29M
|
64.2K
$5.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
63.4K+ 14.16% |
$4.63M - $5.24M
|
511K
$44M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
63K+ 116.77% |
$4.61M - $5.22M
|
117K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62.9K+ 584.04% |
$4.6M - $5.21M
|
73.7K
$6.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
62.2K+ 12.87% |
$4.55M - $5.15M
|
546K
$47M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
62.1KNew |
$4.54M - $5.14M
|
62.1K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
62KNew |
$4.53M - $5.13M
|
62K
$5.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
58.9K+ 1316.93% |
$4.3M - $4.87M
|
63.4K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.6K+ 35.35% |
$4.29M - $4.85M
|
225K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
58.1K+ 1177.88% |
$4.25M - $4.81M
|
63.1K
$5.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
58.1KNew |
$4.25M - $4.81M
|
58.1K
$5.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.1K+ 100.15% |
$3.59M - $4.06M
|
98.1K
$8.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
48.4KNew |
$3.54M - $4M
|
48.4K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
48KNew |
$3.51M - $3.98M
|
48K
$4.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
45.6K+ 118.33% |
$3.33M - $3.78M
|
84.2K
$7.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
45.4K+ 1155.38% |
$3.32M - $3.76M
|
49.3K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
44.4KNew |
$3.25M - $3.68M
|
44.4K
$3.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
40.5KNew |
$2.96M - $3.35M
|
40.5K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.8K+ 80.37% |
$2.84M - $3.21M
|
87.1K
$7.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
37.6KNew |
$2.74M - $3.11M
|
37.6K
$3.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
37.3K+ 5.4% |
$2.73M - $3.09M
|
729K
$62.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
36.7K+ 497.17% |
$2.68M - $3.03M
|
44K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36K+ 16.38% |
$2.63M - $2.98M
|
256K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
35.8K+ 2079.93% |
$2.61M - $2.96M
|
37.5K
$3.23M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.5K+ 7.56% |
$2.52M - $2.85M
|
491K
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
34.2KNew |
$2.5M - $2.83M
|
34.2K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.6K+ 8.61% |
$2.45M - $2.78M
|
423K
$36.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
33.3K+ 63.7% |
$2.44M - $2.76M
|
85.7K
$7.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.3K+ 216.36% |
$2.44M - $2.76M
|
48.7K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7K+ 7.67% |
$2.39M - $2.71M
|
459K
$39.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
31.5K+ 84.31% |
$2.3M - $2.61M
|
68.9K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.4K+ 4.43% |
$2.3M - $2.6M
|
741K
$63.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
31.3KNew |
$2.29M - $2.59M
|
31.3K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
30.9KNew |
$2.26M - $2.55M
|
30.9K
$2.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30.4K+ 8.76% |
$2.22M - $2.52M
|
378K
$32.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29.6K+ 87.97% |
$2.17M - $2.45M
|
63.3K
$5.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.5K+ 14.33% |
$2.16M - $2.44M
|
236K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.6K+ 22.53% |
$2.09M - $2.36M
|
155K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
28.1KNew |
$2.06M - $2.33M
|
28.1K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
27.5KNew |
$2.01M - $2.27M
|
27.5K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
27KNew |
$1.97M - $2.23M
|
27K
$2.32M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
26.4K+ 287.46% |
$1.93M - $2.18M
|
35.5K
$3.06M
|