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 14, 2025
Q2 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
11.9K+ 116.51% |
$872K - $987K
|
22.2K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.5KNew |
$837K - $948K
|
11.5K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.7K+ 289.86% |
$781K - $885K
|
14.4K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.6K+ 64.48% |
$777K - $880K
|
27.1K
$2.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.6K+ 299.49% |
$775K - $878K
|
14.2K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
10.4K+ 6.49% |
$764K - $865K
|
171K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.4K+ 43.03% |
$760K - $861K
|
34.6K
$2.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10.3K+ 221.27% |
$753K - $852K
|
15K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
10.3K+ 13.37% |
$752K - $852K
|
87.3K
$7.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.1KNew |
$740K - $837K
|
10.1K
$872K
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
10K+ 41.89% |
$731K - $828K
|
33.9K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
9.47K+ 73.03% |
$692K - $784K
|
22.4K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
9.29K+ 14.06% |
$679K - $769K
|
75.3K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
9.03K+ 969.1% |
$660K - $748K
|
9.96K
$859K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.96K+ 89.8% |
$655K - $742K
|
18.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.96K+ 257.96% |
$655K - $742K
|
12.4K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.88K+ 225.18% |
$649K - $735K
|
12.8K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.87K+ 22.82% |
$648K - $734K
|
47.7K
$4.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.81K+ 90.19% |
$644K - $730K
|
18.6K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.74KNew |
$639K - $723K
|
8.74K
$753K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.65K+ 42.42% |
$632K - $716K
|
29K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.62K+ 29.36% |
$630K - $713K
|
38K
$3.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.59K+ 37.59% |
$628K - $711K
|
31.5K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.53K+ 13.09% |
$623K - $706K
|
73.7K
$6.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
8.53K+ 41.36% |
$623K - $706K
|
29.2K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
8.11KNew |
$593K - $671K
|
8.11K
$699K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.11K+ 12.4% |
$593K - $671K
|
73.5K
$6.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.1K+ 1.75% |
$592K - $670K
|
471K
$40.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.09K+ 14.64% |
$591K - $670K
|
63.4K
$5.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.99K+ 29.86% |
$584K - $661K
|
34.7K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.97K+ 45.26% |
$582K - $660K
|
25.6K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
7.94K+ 1.8% |
$580K - $657K
|
450K
$38.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 8.41% |
$569K - $645K
|
100K
$8.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7.77KNew |
$568K - $643K
|
7.77K
$670K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
7.72K+ 30.75% |
$564K - $639K
|
32.8K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.72KNew |
$564K - $639K
|
7.72K
$665K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.65K+ 105.62% |
$559K - $633K
|
14.9K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.58K+ 21.86% |
$554K - $628K
|
42.3K
$3.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.4KNew |
$541K - $612K
|
7.4K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.23KNew |
$529K - $599K
|
7.23K
$623K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
7.19K+ 5.26% |
$526K - $595K
|
144K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.18K+ 141.78% |
$525K - $594K
|
12.2K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.15K+ 70.53% |
$523K - $592K
|
17.3K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.01KNew |
$512K - $580K
|
7.01K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.96K+ 117.72% |
$508K - $576K
|
12.9K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.81KNew |
$498K - $564K
|
6.81K
$587K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.72K+ 241.03% |
$491K - $556K
|
9.51K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
6.68KNew |
$489K - $553K
|
6.68K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.57KNew |
$480K - $544K
|
6.57K
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.53K+ 11.45% |
$477K - $540K
|
63.5K
$5.47M
|