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 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.22KNew |
$308K - $349K
|
4.22K
$364K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.19KNew |
$306K - $346K
|
4.19K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.16KNew |
$304K - $344K
|
4.16K
$359K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.13K+ 6.07% |
$302K - $342K
|
72.2K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.12K+ 7.92% |
$301K - $341K
|
56.2K
$4.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.04KNew |
$295K - $334K
|
4.04K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.03K+ 4.17% |
$295K - $334K
|
101K
$8.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
4.01KNew |
$293K - $332K
|
4.01K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
4KNew |
$292K - $331K
|
4K
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.97KNew |
$290K - $329K
|
3.97K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.92K+ 23.27% |
$287K - $325K
|
20.8K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.9K+ 3.64% |
$285K - $322K
|
111K
$9.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.9KNew |
$285K - $322K
|
3.9K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.88KNew |
$284K - $321K
|
3.88K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.88KNew |
$283K - $321K
|
3.88K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.87K+ 103.87% |
$283K - $320K
|
7.59K
$654K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.86KNew |
$282K - $320K
|
3.86K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.84K+ 7.85% |
$281K - $318K
|
52.8K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.84KNew |
$281K - $318K
|
3.84K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.82K+ 44.85% |
$279K - $316K
|
12.3K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.8K+ 122.96% |
$278K - $315K
|
6.89K
$594K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.77K+ 21.07% |
$276K - $312K
|
21.7K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.76KNew |
$275K - $311K
|
3.76K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3.76K+ 2.62% |
$275K - $311K
|
147K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.73K+ 1.23% |
$272K - $308K
|
307K
$26.5M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.72KNew |
$272K - $308K
|
3.72K
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.72K+ 29.1% |
$272K - $307K
|
16.5K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.71K+ 10.85% |
$271K - $307K
|
37.9K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.71K+ 2.04% |
$271K - $307K
|
185K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.69K+ 17.21% |
$270K - $306K
|
25.1K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3.66KNew |
$268K - $303K
|
3.66K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.61KNew |
$264K - $299K
|
3.61K
$311K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.6K+ 44.81% |
$263K - $298K
|
11.6K
$1M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.57K+ 1.62% |
$261K - $295K
|
224K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.54K+ 21.0% |
$259K - $293K
|
20.4K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.5KNew |
$255K - $289K
|
3.5K
$301K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.43KNew |
$251K - $284K
|
3.43K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
3.4KNew |
$249K - $282K
|
3.4K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.37KNew |
$246K - $279K
|
3.37K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$246K - $278K
|
3.36K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.35K+ 8.55% |
$245K - $278K
|
42.6K
$3.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.31K+ 65.63% |
$242K - $274K
|
8.35K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3.28K+ 123.48% |
$240K - $272K
|
5.94K
$512K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.27KNew |
$239K - $271K
|
3.27K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 14.63% |
$238K - $270K
|
25.5K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.22KNew |
$235K - $266K
|
3.22K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.21KNew |
$235K - $266K
|
3.21K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.2KNew |
$234K - $265K
|
3.2K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Raine Capital LLC
|
BUY
|
- |
3.2KNew |
$234K - $265K
|
3.2K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.13KNew |
$229K - $259K
|
3.13K
$270K
|