Latest Institutional Transactions on Utilities Sector Spdr (XLU)
This table provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
630+ 100.0% |
$55.4K - $58.5K
|
1.26K
$112K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.35K+ 100.0% |
$734K - $776K
|
16.7K
$1.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
118K+ 104.01% |
$10.4M - $11M
|
231K
$20.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.7K+ 127.25% |
$589K - $622K
|
12K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
264New |
$23.2K - $24.5K
|
264
$23.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.43K+ 84.66% |
$301K - $318K
|
7.47K
$663K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.75K+ 100.0% |
$241K - $255K
|
5.49K
$487K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.59K+ 104.06% |
$315K - $333K
|
7.03K
$624K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5.64K+ 101.46% |
$496K - $524K
|
11.2K
$995K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
300+ 100.0% |
$26.4K - $27.9K
|
600
$53.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.57K+ 100.31% |
$314K - $331K
|
7.13K
$632K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
188K+ 115.58% |
$16.5M - $17.5M
|
351K
$31.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-130- 32.5% |
$11.4K - $12.1K
|
270
$24K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.52K+ 99.97% |
$309K - $327K
|
7.04K
$624K
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
153K+ 97.25% |
$13.5M - $14.2M
|
310K
$27.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
846+ 106.02% |
$74.4K - $78.6K
|
1.64K
$146K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56.3K- 51.76% |
$4.95M - $5.23M
|
52.5K
$4.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.28K+ 89.76% |
$464K - $490K
|
11.2K
$990K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.98K+ 103.59% |
$789K - $834K
|
17.7K
$1.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
78.3K+ 100.62% |
$6.88M - $7.27M
|
156K
$13.8M
|
|
|
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 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.12K+ 100.06% |
$274K - $289K
|
6.23K
$553K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5+ 100.0% |
$439 - $465
|
10
$888
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18.7K+ 115.39% |
$1.65M - $1.74M
|
35K
$3.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27.5K+ 89.91% |
$2.42M - $2.56M
|
58.1K
$5.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Savior LLC
|
BUY
|
- |
27.7K+ 115.84% |
$2.43M - $2.57M
|
51.6K
$4.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
14.8K+ 99.02% |
$1.3M - $1.37M
|
29.7K
$2.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
15.4K+ 110.1% |
$1.36M - $1.43M
|
29.4K
$2.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
BUY
|
- |
4.6K+ 85.5% |
$404K - $427K
|
9.98K
$886K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.13K+ 96.01% |
$626K - $662K
|
14.5K
$1.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
68.4KNew |
$6.01M - $6.35M
|
68.4K
$6.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
364+ 100.0% |
$32K - $33.8K
|
728
$64.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
45K+ 178.49% |
$3.95M - $4.18M
|
70.2K
$6.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.29K+ 141.34% |
$202K - $213K
|
3.92K
$348K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.4K+ 111.37% |
$1.27M - $1.34M
|
27.4K
$2.43M
|
|
|
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 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.95K+ 100.08% |
$875K - $924K
|
19.9K
$1.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
13.6K+ 106.94% |
$1.19M - $1.26M
|
26.2K
$2.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.2K- 24.5% |
$106K - $112K
|
3.71K
$329K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
161K+ 144.53% |
$14.1M - $14.9M
|
272K
$24.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15.8K+ 99.84% |
$1.39M - $1.47M
|
31.6K
$2.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 109.81% |
$1.44M - $1.52M
|
31.3K
$2.78M
|
|
|
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 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 100.0% |
$278K - $294K
|
6.33K
$562K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5.2K+ 117.84% |
$457K - $483K
|
9.61K
$853K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13.3K+ 99.2% |
$1.17M - $1.23M
|
26.6K
$2.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.7K+ 113.74% |
$413K - $436K
|
8.82K
$783K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.19K+ 100.0% |
$280K - $296K
|
6.37K
$566K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
11.6K+ 101.8% |
$1.02M - $1.07M
|
22.9K
$2.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
785+ 100.0% |
$69K - $72.9K
|
1.57K
$139K
|
|