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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.5K+ 66.74% |
$475K - $538K
|
16.2K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.44KNew |
$470K - $533K
|
6.44K
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6.41K+ 9.4% |
$468K - $530K
|
74.6K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.35K+ 13.83% |
$464K - $525K
|
52.2K
$4.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.29K+ 531.33% |
$460K - $521K
|
7.48K
$644K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.27K+ 21.49% |
$458K - $519K
|
35.5K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.25KNew |
$456K - $517K
|
6.25K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6.22KNew |
$454K - $515K
|
6.22K
$536K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.04K+ 9.77% |
$442K - $500K
|
67.9K
$5.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
6.03KNew |
$440K - $499K
|
6.03K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.02K+ 4.1% |
$440K - $499K
|
153K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6K+ 52.17% |
$439K - $497K
|
17.5K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.84K+ 7.56% |
$427K - $483K
|
83.1K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
5.8KNew |
$424K - $480K
|
5.8K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.78K+ 47.88% |
$423K - $479K
|
17.9K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.76K+ 12.0% |
$421K - $477K
|
53.7K
$4.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.74KNew |
$420K - $475K
|
5.74K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.67KNew |
$414K - $469K
|
5.67K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.52KNew |
$404K - $457K
|
5.52K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.5K+ 35.82% |
$402K - $455K
|
20.9K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.45K+ 17.39% |
$398K - $451K
|
36.8K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44K+ 7.35% |
$398K - $450K
|
79.5K
$6.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.42K+ 7.7% |
$396K - $448K
|
75.7K
$6.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.3KNew |
$388K - $439K
|
5.3K
$457K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.28KNew |
$386K - $437K
|
5.28K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.25K+ 12.73% |
$384K - $435K
|
46.5K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.23K+ 7.83% |
$382K - $433K
|
72K
$6.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.2K+ 10.72% |
$380K - $430K
|
53.6K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.19K+ 6.12% |
$379K - $429K
|
89.9K
$7.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.11K+ 18.27% |
$373K - $423K
|
33K
$2.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.09KNew |
$372K - $422K
|
5.09K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08KNew |
$371K - $421K
|
5.08K
$438K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.03K+ 6.0% |
$368K - $417K
|
88.9K
$7.66M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.99K+ 4.55% |
$365K - $413K
|
115K
$9.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.95K+ 0.69% |
$362K - $410K
|
728K
$62.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.95KNew |
$362K - $410K
|
4.95K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
4.87KNew |
$356K - $403K
|
4.87K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.84KNew |
$354K - $400K
|
4.84K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
4.79KNew |
$350K - $397K
|
4.79K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 113.99% |
$350K - $397K
|
9K
$775K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.68K+ 2597.22% |
$342K - $387K
|
4.86K
$418K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.61K+ 13.98% |
$337K - $382K
|
37.6K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.57K+ 2.32% |
$334K - $378K
|
202K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.37K+ 333.79% |
$319K - $361K
|
5.67K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.35KNew |
$318K - $360K
|
4.35K
$375K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.31KNew |
$315K - $357K
|
4.31K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.3K+ 79.09% |
$314K - $356K
|
9.73K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.27K+ 6.01% |
$312K - $353K
|
75.2K
$6.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.26KNew |
$311K - $352K
|
4.26K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$311K - $352K
|
4.25K
$366K
|