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 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12.4K- 60.87% |
$908K - $1.03M
|
7.98K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.7K- 52.21% |
$925K - $1.05M
|
11.6K
$999K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13K- 7.41% |
$948K - $1.07M
|
162K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14.1K- 47.35% |
$1.03M - $1.17M
|
15.7K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-14.2K- 30.59% |
$1.03M - $1.17M
|
32.1K
$2.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.2K- 29.94% |
$1.04M - $1.17M
|
33.1K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-14.2K- 42.28% |
$1.04M - $1.17M
|
19.4K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-14.3K- 84.64% |
$1.05M - $1.18M
|
2.59K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-14.4K- 17.91% |
$1.05M - $1.19M
|
66K
$5.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.8K- 14.51% |
$1.08M - $1.22M
|
86.9K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-15.8K- 63.35% |
$1.15M - $1.31M
|
9.13K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16K- 75.45% |
$1.17M - $1.32M
|
5.21K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.3K- 63.74% |
$1.19M - $1.35M
|
9.25K
$797K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-17K- 99.02% |
$1.24M - $1.41M
|
169
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-17.2K- 83.96% |
$1.26M - $1.42M
|
3.28K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 0.49% |
$1.26M - $1.43M
|
3.52M
$304M
|
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
SELL
|
- |
-19.2K- 10.32% |
$1.4M - $1.59M
|
167K
$14.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 26.43% |
$1.43M - $1.62M
|
54.4K
$4.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.7K- 7.03% |
$1.51M - $1.71M
|
274K
$23.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-21.3K- 67.46% |
$1.56M - $1.76M
|
10.3K
$885K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 54.58% |
$1.6M - $1.81M
|
18.2K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-22.8K- 41.89% |
$1.67M - $1.89M
|
31.7K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-23.4K- 55.65% |
$1.71M - $1.94M
|
18.7K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-24.2K- 66.39% |
$1.77M - $2M
|
12.2K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-24.2K- 39.21% |
$1.77M - $2.01M
|
37.6K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.3K- 9.01% |
$1.78M - $2.01M
|
245K
$21.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-25.9K- 15.53% |
$1.9M - $2.15M
|
141K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-26.2K- 6.81% |
$1.92M - $2.17M
|
359K
$30.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27K- 41.96% |
$1.97M - $2.23M
|
37.3K
$3.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-29.1K- 57.93% |
$2.13M - $2.41M
|
21.1K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-32.2K- 42.55% |
$2.35M - $2.66M
|
43.5K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34.2K- 20.58% |
$2.5M - $2.83M
|
132K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-34.5K- 55.07% |
$2.52M - $2.86M
|
28.2K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-35K- 74.77% |
$2.56M - $2.9M
|
11.8K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-38K- 37.8% |
$2.77M - $3.14M
|
62.5K
$5.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-38.4K- 97.88% |
$2.81M - $3.18M
|
831
$71.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-41.8K- 6.16% |
$3.05M - $3.46M
|
636K
$54.8M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 97.68% |
$3.09M - $3.5M
|
1K
$86.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-42.9K- 55.93% |
$3.14M - $3.55M
|
33.8K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-43.2K- 90.5% |
$3.16M - $3.58M
|
4.53K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-43.5K- 75.18% |
$3.18M - $3.6M
|
14.4K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.2K- 31.8% |
$3.59M - $4.07M
|
105K
$9.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-53.8K- 26.83% |
$3.93M - $4.45M
|
147K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-58.2K- 25.47% |
$4.25M - $4.81M
|
170K
$14.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-59.4K- 86.86% |
$4.34M - $4.92M
|
8.99K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62.7K- 49.2% |
$4.59M - $5.19M
|
64.8K
$5.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-64.6K- 35.98% |
$4.72M - $5.35M
|
115K
$9.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-73.4K- 87.6% |
$5.36M - $6.07M
|
10.4K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-82.9K- 19.74% |
$6.06M - $6.86M
|
337K
$29M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.6K- 48.72% |
$6.47M - $7.33M
|
93.2K
$8.04M
|