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
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.87K- 66.03% |
$137K - $155K
|
963
$83K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.88K- 10.42% |
$137K - $156K
|
16.2K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.9K- 21.2% |
$139K - $157K
|
7.07K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.96K- 2.4% |
$143K - $162K
|
79.6K
$6.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.97K- 16.19% |
$144K - $163K
|
10.2K
$880K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.98K- 1.68% |
$144K - $164K
|
116K
$9.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.03K- 86.02% |
$148K - $168K
|
330
$28.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.16K- 5.89% |
$158K - $179K
|
34.6K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.17K- 29.71% |
$158K - $179K
|
5.13K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.22K- 39.35% |
$162K - $184K
|
3.42K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.26K- 18.08% |
$165K - $187K
|
10.2K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.27K- 22.23% |
$166K - $188K
|
7.95K
$685K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-2.31K- 15.66% |
$169K - $191K
|
12.5K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.31K- 9.1% |
$169K - $191K
|
23.1K
$1.99M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 8.11% |
$175K - $198K
|
27.2K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.41K- 0.73% |
$176K - $199K
|
328K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.43K- 2.87% |
$177K - $201K
|
82K
$7.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.44K- 32.67% |
$179K - $202K
|
5.03K
$434K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.52K- 13.83% |
$184K - $209K
|
15.7K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-2.53K- 9.88% |
$185K - $209K
|
23.1K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.54K- 10.01% |
$186K - $210K
|
22.8K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.56K- 23.4% |
$187K - $212K
|
8.37K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.67K- 50.44% |
$195K - $221K
|
2.62K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.72K- 3.22% |
$199K - $225K
|
81.7K
$7.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.72K- 9.34% |
$199K - $225K
|
26.4K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.74K- 37.33% |
$200K - $226K
|
4.59K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.75K- 3.45% |
$201K - $228K
|
77K
$6.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.79K- 1.68% |
$204K - $231K
|
164K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.8K- 23.41% |
$205K - $232K
|
9.17K
$790K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.87K- 4.62% |
$210K - $238K
|
59.3K
$5.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.94K- 94.23% |
$215K - $243K
|
180
$15.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.98K- 8.22% |
$218K - $247K
|
33.3K
$2.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.02K- 13.93% |
$220K - $250K
|
18.6K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.16K- 48.99% |
$231K - $261K
|
3.29K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.22K- 4.3% |
$235K - $266K
|
71.6K
$6.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.39K- 4.8% |
$247K - $280K
|
67.1K
$5.78M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.4K- 26.36% |
$249K - $282K
|
9.51K
$819K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.55K- 1.63% |
$260K - $294K
|
214K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.6K- 17.75% |
$263K - $298K
|
16.7K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.66K- 7.29% |
$268K - $303K
|
46.5K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.67K- 0.16% |
$269K - $304K
|
2.33M
$200M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.71K- 56.61% |
$271K - $307K
|
2.84K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-3.79K- 4.02% |
$277K - $313K
|
90.3K
$7.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.79K- 7.73% |
$277K - $313K
|
45.2K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.8K- 57.35% |
$278K - $315K
|
2.83K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-3.8K- 10.98% |
$278K - $315K
|
30.8K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.81K- 6.69% |
$279K - $316K
|
53.2K
$4.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.96K- 10.29% |
$289K - $328K
|
34.5K
$2.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.99K- 25.57% |
$292K - $330K
|
11.6K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.01K- 22.49% |
$293K - $332K
|
13.8K
$1.19M
|