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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 3.07% |
$103K - $117K
|
47.5K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.37K+ 52.18% |
$100K - $114K
|
4.01K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.35K+ 38.64% |
$98.3K - $111K
|
4.83K
$416K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.32KNew |
$96.6K - $109K
|
1.32K
$114K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.25K+ 6.67% |
$91K - $103K
|
19.9K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 5.84% |
$90.3K - $102K
|
22.4K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 2.53% |
$89.7K - $102K
|
49.8K
$4.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$87.7K - $99.3K
|
1.2K
$103K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.2K+ 16.09% |
$87.7K - $99.3K
|
8.66K
$746K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.15K+ 2.27% |
$84.3K - $95.5K
|
52.1K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$80.2K - $90.8K
|
1.1K
$94.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.08K+ 1.01% |
$79.2K - $89.7K
|
109K
$9.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.06K+ 8.32% |
$77.8K - $88.1K
|
13.8K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1K+ 200.0% |
$73.1K - $82.8K
|
1.5K
$129K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
985+ 5.15% |
$72K - $81.5K
|
20.1K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
980+ 26.76% |
$71.6K - $81.1K
|
4.64K
$400K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
967+ 3.56% |
$70.7K - $80K
|
28.2K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
925+ 11.54% |
$67.6K - $76.6K
|
8.94K
$770K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
909+ 227.25% |
$66.4K - $75.2K
|
1.31K
$113K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
901+ 12.84% |
$65.9K - $74.6K
|
7.92K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
883+ 14.3% |
$64.5K - $73.1K
|
7.06K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
879+ 3.49% |
$64.2K - $72.8K
|
26.1K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
866+ 15.68% |
$63.3K - $71.7K
|
6.39K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
853+ 11.79% |
$62.3K - $70.6K
|
8.09K
$697K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
851+ 7.17% |
$62.2K - $70.4K
|
12.7K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
850New |
$62.1K - $70.4K
|
850
$73.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
850New |
$62.1K - $70.4K
|
850
$73.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
842+ 176.89% |
$61.5K - $69.7K
|
1.32K
$114K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
841New |
$61.5K - $69.6K
|
841
$72.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
834+ 45.42% |
$61K - $69K
|
2.67K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
829+ 2.87% |
$60.6K - $68.6K
|
29.7K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
829+ 2.38% |
$60.6K - $68.6K
|
35.7K
$3.08M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
814+ 9.16% |
$59.5K - $67.4K
|
9.71K
$836K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800+ 58.61% |
$58.5K - $66.2K
|
2.17K
$187K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
792+ 2.86% |
$57.9K - $65.6K
|
28.5K
$2.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
785+ 11.23% |
$57.4K - $65K
|
7.78K
$670K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
777+ 32.36% |
$56.8K - $64.3K
|
3.18K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
773+ 27.76% |
$56.5K - $64K
|
3.56K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
757+ 22.09% |
$55.3K - $62.7K
|
4.18K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
751+ 11.12% |
$54.9K - $62.2K
|
7.51K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
745+ 6208.33% |
$54.5K - $61.7K
|
757
$65.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
734+ 11.51% |
$53.6K - $60.8K
|
7.11K
$613K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
732+ 2.77% |
$53.5K - $60.6K
|
27.2K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
724+ 1.34% |
$52.9K - $59.9K
|
54.7K
$4.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
696+ 17.8% |
$50.9K - $57.6K
|
4.61K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
689+ 6.55% |
$50.4K - $57K
|
11.2K
$966K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
688+ 5.29% |
$50.3K - $56.9K
|
13.7K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
679+ 14.88% |
$49.6K - $56.2K
|
5.24K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
672+ 2.14% |
$49.1K - $55.6K
|
32K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
655+ 5.28% |
$47.9K - $54.2K
|
13.1K
$1.13M
|