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 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
26.1K+ 66.52% |
$1.91M - $2.16M
|
65.3K
$5.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.87M - $2.12M
|
25.6K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.6K+ 22.54% |
$1.87M - $2.12M
|
139K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25.3K+ 310.72% |
$1.85M - $2.09M
|
33.4K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25.1K+ 2205.46% |
$1.83M - $2.07M
|
26.2K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
23K+ 19.19% |
$1.68M - $1.91M
|
143K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
22.9K+ 217.54% |
$1.67M - $1.9M
|
33.4K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
22.6K+ 24.23% |
$1.65M - $1.87M
|
116K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
22.4KNew |
$1.64M - $1.85M
|
22.4K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
22.3K+ 40.39% |
$1.63M - $1.85M
|
77.6K
$6.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22.1K+ 52.18% |
$1.62M - $1.83M
|
64.5K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21.5K+ 113.52% |
$1.57M - $1.78M
|
40.4K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
21.1K+ 26681.01% |
$1.54M - $1.74M
|
21.2K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.9K+ 19.09% |
$1.53M - $1.73M
|
131K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
20.9KNew |
$1.53M - $1.73M
|
20.9K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
20.8K+ 1042200.0% |
$1.52M - $1.73M
|
20.8K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
19.8KNew |
$1.45M - $1.64M
|
19.8K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
19.8K+ 7.73% |
$1.45M - $1.64M
|
276K
$23.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
19.6K+ 5620.34% |
$1.43M - $1.62M
|
20K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19K+ 27.49% |
$1.39M - $1.58M
|
88.3K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
19KNew |
$1.39M - $1.57M
|
19K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
18.7K+ 95.03% |
$1.37M - $1.55M
|
38.5K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 2.32% |
$1.36M - $1.54M
|
823K
$70.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
18.5KNew |
$1.35M - $1.53M
|
18.5K
$1.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
17.7KNew |
$1.29M - $1.46M
|
17.7K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.7K+ 20.19% |
$1.29M - $1.46M
|
105K
$9.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.5K+ 47.73% |
$1.28M - $1.45M
|
54.2K
$4.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17K+ 76.31% |
$1.24M - $1.41M
|
39.3K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.5K+ 49.35% |
$1.2M - $1.36M
|
49.9K
$4.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.3K+ 256.17% |
$1.19M - $1.35M
|
22.7K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
15.5K+ 96.41% |
$1.14M - $1.29M
|
31.7K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
15.3KNew |
$1.12M - $1.26M
|
15.3K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
15.3K+ 229.73% |
$1.11M - $1.26M
|
21.9K
$1.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.8KNew |
$1.09M - $1.23M
|
14.8K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.5K+ 4.47% |
$1.06M - $1.2M
|
340K
$29.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.3K+ 327.9% |
$1.04M - $1.18M
|
18.6K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 13.18% |
$1.03M - $1.16M
|
121K
$10.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.8K+ 30.08% |
$1.01M - $1.14M
|
59.5K
$5.13M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.4K+ 39.84% |
$976K - $1.1M
|
46.9K
$4.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.2K+ 233.04% |
$966K - $1.09M
|
18.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13K+ 14.86% |
$953K - $1.08M
|
101K
$8.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
13K+ 76.47% |
$950K - $1.08M
|
30K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.7KNew |
$929K - $1.05M
|
12.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$924K - $1.05M
|
12.6K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$908K - $1.03M
|
12.4K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
12.4K+ 2.17% |
$907K - $1.03M
|
583K
$50.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3K+ 7.86% |
$900K - $1.02M
|
169K
$14.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
12.3KNew |
$896K - $1.02M
|
12.3K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
12.2K+ 80.12% |
$895K - $1.01M
|
27.5K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12K+ 61.34% |
$878K - $995K
|
31.6K
$2.72M
|