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
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.24K+ 63.51% |
$163K - $185K
|
5.75K
$496K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.23K+ 5.34% |
$163K - $185K
|
44.1K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.22K+ 8.56% |
$162K - $184K
|
28.1K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.22K+ 6.5% |
$162K - $184K
|
36.3K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.18K+ 3.09% |
$159K - $180K
|
72.8K
$6.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 2.68% |
$159K - $180K
|
83.5K
$7.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.18K+ 11.51% |
$159K - $180K
|
21.1K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2.16K+ 3.41% |
$158K - $179K
|
65.3K
$5.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.09K+ 9.66% |
$153K - $173K
|
23.7K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.06K+ 8.75% |
$150K - $170K
|
25.5K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2KNew |
$146K - $165K
|
2K
$172K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1.96K+ 7.16% |
$143K - $162K
|
29.3K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.92K+ 37.11% |
$140K - $159K
|
7.09K
$611K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.91K+ 12.05% |
$140K - $158K
|
17.8K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.9K+ 2.52% |
$139K - $158K
|
77.3K
$6.67M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.88K+ 43.06% |
$138K - $156K
|
6.26K
$539K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.87K+ 12.13% |
$136K - $154K
|
17.2K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.87K+ 62.52% |
$136K - $154K
|
4.85K
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$135K - $153K
|
1.84K
$159K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.84K+ 14.82% |
$135K - $152K
|
14.3K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.83K+ 1.65% |
$134K - $152K
|
113K
$9.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.81K+ 7.03% |
$132K - $149K
|
27.5K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.8K+ 3.45% |
$131K - $149K
|
53.9K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.78K+ 11.11% |
$130K - $147K
|
17.8K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.78K+ 67.01% |
$130K - $147K
|
4.43K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.77K+ 8.2% |
$129K - $146K
|
23.4K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.77K+ 33.54% |
$129K - $146K
|
7.04K
$607K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.77K+ 22.98% |
$129K - $146K
|
9.46K
$816K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.77K+ 62.05% |
$129K - $146K
|
4.61K
$397K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.75K+ 3.81% |
$128K - $145K
|
47.7K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.74K+ 127.67% |
$127K - $144K
|
3.09K
$267K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.71K+ 47.71% |
$125K - $142K
|
5.3K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68K+ 6.25% |
$122K - $139K
|
28.5K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.67K+ 5.77% |
$122K - $138K
|
30.6K
$2.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.66K+ 18.14% |
$122K - $138K
|
10.8K
$934K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.65K+ 22.69% |
$120K - $136K
|
8.91K
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.65K+ 11.97% |
$120K - $136K
|
15.4K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.64K+ 3.22% |
$120K - $136K
|
52.6K
$4.53M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 30.43% |
$119K - $135K
|
7K
$603K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.62K+ 7.38% |
$119K - $134K
|
23.6K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.62K+ 84.06% |
$118K - $134K
|
3.55K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61K+ 36.29% |
$118K - $134K
|
6.06K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 488.79% |
$118K - $134K
|
1.94K
$167K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.53K+ 34.87% |
$112K - $127K
|
5.92K
$510K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
1.52K+ 25.28% |
$111K - $126K
|
7.52K
$648K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.5K+ 16.02% |
$110K - $124K
|
10.9K
$936K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.49K+ 50.96% |
$109K - $123K
|
4.42K
$381K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.48K+ 3.91% |
$108K - $122K
|
39.3K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.44K+ 11.74% |
$105K - $119K
|
13.7K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.43K+ 19.88% |
$104K - $118K
|
8.6K
$741K
|