Purchases and Sales Made in Q4 2025 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
429K+ 588.39% |
$37.7M - $39.8M
|
502K
$44.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
298K+ 95.55% |
$26.2M - $27.7M
|
610K
$54.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280K+ 132.71% |
$24.6M - $26M
|
491K
$43.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
263K+ 287.23% |
$23.1M - $24.4M
|
354K
$31.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
249K+ 246.42% |
$21.9M - $23.1M
|
350K
$31M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
216K+ 769.98% |
$19M - $20.1M
|
244K
$21.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
188K+ 115.58% |
$16.5M - $17.5M
|
351K
$31.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
164K+ 92.87% |
$14.4M - $15.2M
|
340K
$30.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
161K+ 144.53% |
$14.1M - $14.9M
|
272K
$24.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
153K+ 97.25% |
$13.5M - $14.2M
|
310K
$27.6M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
150K+ 91.6% |
$13.2M - $13.9M
|
314K
$27.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
118K+ 104.01% |
$10.4M - $11M
|
231K
$20.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 108.81% |
$10M - $10.6M
|
219K
$19.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
114K+ 103.69% |
$10M - $10.6M
|
223K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
106K+ 101.04% |
$9.36M - $9.89M
|
212K
$18.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
104K+ 97.29% |
$9.13M - $9.65M
|
211K
$18.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
103K+ 146.42% |
$9.01M - $9.52M
|
173K
$15.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
87K+ 114.28% |
$7.65M - $8.08M
|
163K
$14.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81K+ 108.45% |
$7.12M - $7.52M
|
156K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
78.3K+ 100.62% |
$6.88M - $7.27M
|
156K
$13.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
77.4K+ 142.06% |
$6.8M - $7.19M
|
132K
$11.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
75.3K+ 100.65% |
$6.61M - $6.99M
|
150K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
74.2K+ 111.42% |
$6.52M - $6.89M
|
141K
$12.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 82.58% |
$6.14M - $6.49M
|
155K
$13.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.6K+ 251.37% |
$6.11M - $6.46M
|
97.2K
$8.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
68.4KNew |
$6.01M - $6.35M
|
68.4K
$6.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
63.6K+ 96.42% |
$5.59M - $5.91M
|
130K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
63.1K+ 71.91% |
$5.54M - $5.86M
|
151K
$13.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
60.8K+ 107.47% |
$5.34M - $5.65M
|
117K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
60.7K+ 96.01% |
$5.33M - $5.64M
|
124K
$11M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58.8K+ 69.25% |
$5.16M - $5.46M
|
144K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.4K+ 301.18% |
$5.13M - $5.43M
|
77.8K
$6.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
53K+ 93.75% |
$4.66M - $4.92M
|
110K
$9.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
49.2K+ 156.5% |
$4.33M - $4.57M
|
80.7K
$7.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
49.1KNew |
$4.32M - $4.56M
|
49.1K
$4.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
46.2K+ 136.98% |
$4.06M - $4.29M
|
80K
$7.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
45K+ 178.49% |
$3.95M - $4.18M
|
70.2K
$6.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
45K+ 97.88% |
$3.95M - $4.18M
|
90.9K
$8.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
43.2K+ 99.38% |
$3.8M - $4.02M
|
86.7K
$7.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42.3K+ 112.91% |
$3.72M - $3.93M
|
79.8K
$7.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
41.5K+ 98.48% |
$3.65M - $3.85M
|
83.6K
$7.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
41.4K+ 177.24% |
$3.64M - $3.85M
|
64.8K
$5.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
39.4KNew |
$3.47M - $3.66M
|
39.4K
$3.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
39.3K+ 110.26% |
$3.45M - $3.65M
|
74.9K
$6.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
39.2K+ 106.56% |
$3.45M - $3.64M
|
76K
$6.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
39.1K+ 98.21% |
$3.44M - $3.64M
|
79K
$7.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37.6K+ 122.69% |
$3.3M - $3.49M
|
68.2K
$6.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
36.9K+ 105.61% |
$3.24M - $3.43M
|
71.8K
$6.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
36.5K+ 132.55% |
$3.21M - $3.39M
|
64K
$5.68M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
33.5K+ 152.83% |
$2.94M - $3.11M
|
55.4K
$4.92M
|
|