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
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.09K- 14.44% |
$299K - $338K
|
24.2K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.11K- 4.08% |
$300K - $340K
|
96.6K
$8.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.13K- 12.74% |
$302K - $342K
|
28.3K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.17K- 5.45% |
$305K - $345K
|
72.4K
$6.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.36K- 25.76% |
$318K - $360K
|
12.5K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.47K- 13.74% |
$326K - $370K
|
28.1K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.58K- 4.26% |
$335K - $379K
|
103K
$8.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.61K- 16.39% |
$337K - $382K
|
23.5K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-4.71K- 5.16% |
$344K - $390K
|
86.5K
$7.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.77K- 4.14% |
$349K - $395K
|
110K
$9.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.06K- 10.09% |
$370K - $419K
|
45.1K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5.07K- 8.43% |
$371K - $420K
|
55K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5.11K- 42.22% |
$373K - $423K
|
6.99K
$602K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.14K- 29.91% |
$376K - $425K
|
12K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-5.19K- 33.62% |
$379K - $430K
|
10.3K
$883K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.21K- 5.42% |
$381K - $431K
|
90.9K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.44K- 5.97% |
$398K - $450K
|
85.7K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.55K- 13.2% |
$406K - $459K
|
36.5K
$3.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.63K- 25.53% |
$411K - $466K
|
16.4K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.77K- 56.5% |
$422K - $478K
|
4.44K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-5.94K- 0.66% |
$434K - $491K
|
900K
$77.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.08K- 37.4% |
$444K - $503K
|
10.2K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-6.08K- 12.03% |
$445K - $503K
|
44.5K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.19K- 29.51% |
$453K - $512K
|
14.8K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-6.32K- 16.95% |
$462K - $523K
|
31K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.45K- 31.97% |
$471K - $533K
|
13.7K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-6.87K- 10.33% |
$502K - $569K
|
59.7K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.95K- 39.27% |
$581K - $658K
|
12.3K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-8.3K- 22.26% |
$607K - $687K
|
29K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.49K- 3.51% |
$620K - $703K
|
234K
$20.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.54K- 30.62% |
$624K - $707K
|
19.3K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.63K- 2.31% |
$631K - $714K
|
365K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9K- 31.26% |
$658K - $745K
|
19.8K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-9.26K- 3.93% |
$677K - $766K
|
226K
$19.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.41K- 8.96% |
$688K - $779K
|
95.5K
$8.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.83K- 4.69% |
$719K - $814K
|
200K
$17.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.1K- 12.19% |
$737K - $835K
|
72.6K
$6.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 32.36% |
$738K - $836K
|
21.1K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 47.58% |
$745K - $844K
|
11.2K
$968K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.3K- 12.72% |
$756K - $856K
|
71K
$6.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-10.6K- 32.92% |
$771K - $874K
|
21.5K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-10.6K- 8.21% |
$775K - $878K
|
119K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.7K- 5.75% |
$779K - $882K
|
175K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.2K- 80.51% |
$820K - $929K
|
2.72K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.4K- 15.62% |
$834K - $945K
|
61.6K
$5.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.7K- 43.09% |
$853K - $966K
|
15.4K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-11.8K- 76.07% |
$861K - $975K
|
3.71K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-12K- 38.77% |
$877K - $993K
|
19K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.2K- 17.77% |
$888K - $1.01M
|
56.3K
$4.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12.3K- 72.66% |
$898K - $1.02M
|
4.63K
$399K
|