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 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
2.59K+ 100.0% |
$227K - $240K
|
5.17K
$459K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.9K+ 100.03% |
$255K - $269K
|
5.8K
$515K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
22.6K+ 116.4% |
$1.98M - $2.1M
|
42K
$3.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.41K+ 101.05% |
$388K - $410K
|
8.78K
$779K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.85K+ 101.57% |
$426K - $450K
|
9.62K
$853K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280K+ 132.71% |
$24.6M - $26M
|
491K
$43.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
800+ 100.0% |
$70.3K - $74.3K
|
1.6K
$142K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
106K+ 101.04% |
$9.36M - $9.89M
|
212K
$18.8M
|
|
|
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
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
7.92K+ 160.91% |
$696K - $736K
|
12.8K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.37K+ 96.6% |
$384K - $406K
|
8.9K
$790K
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
77.4K+ 142.06% |
$6.8M - $7.19M
|
132K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81K+ 108.45% |
$7.12M - $7.52M
|
156K
$13.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.55K+ 1395.5% |
$136K - $144K
|
1.66K
$147K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
7.3K+ 129.58% |
$642K - $678K
|
12.9K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
708+ 114.56% |
$62.2K - $65.8K
|
1.33K
$118K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
246New |
$21.6K - $22.9K
|
246
$21.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
36.9K+ 105.61% |
$3.24M - $3.43M
|
71.8K
$6.37M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 93.48% |
$597K - $632K
|
14.1K
$1.25M
|
|
|
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 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
39.3K+ 110.26% |
$3.45M - $3.65M
|
74.9K
$6.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
49.2K+ 156.5% |
$4.33M - $4.57M
|
80.7K
$7.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
7.91K+ 89.95% |
$695K - $735K
|
16.7K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.59K+ 187.41% |
$755K - $798K
|
13.2K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$1.01M - $1.06M
|
11.4K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
53K+ 93.75% |
$4.66M - $4.92M
|
110K
$9.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32.9K+ 95.9% |
$2.9M - $3.06M
|
67.3K
$5.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.6K+ 86.69% |
$1.37M - $1.45M
|
33.6K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 115.67% |
$1.68M - $1.77M
|
35.6K
$3.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
472+ 89.39% |
$41.5K - $43.8K
|
1K
$88.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.96KNew |
$524K - $554K
|
5.96K
$529K
|
|
|
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 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.93K+ 125.17% |
$258K - $273K
|
5.28K
$468K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.96K+ 127.99% |
$875K - $925K
|
17.7K
$1.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.83K+ 91.52% |
$425K - $449K
|
10.1K
$898K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
495+ 162.3% |
$43.5K - $46K
|
800
$71K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.61K+ 100.03% |
$317K - $335K
|
7.22K
$641K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.6K+ 83.82% |
$1.11M - $1.17M
|
27.7K
$2.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.1K+ 132.32% |
$1.86M - $1.96M
|
37.1K
$3.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
17.3K+ 96.8% |
$1.52M - $1.61M
|
35.2K
$3.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
9.08K+ 94.07% |
$798K - $843K
|
18.7K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
11K+ 92.87% |
$966K - $1.02M
|
22.8K
$2.03M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.11K+ 100.0% |
$625K - $660K
|
14.2K
$1.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.41K+ 92.43% |
$299K - $317K
|
7.09K
$630K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
12.5K+ 167.68% |
$1.1M - $1.16M
|
19.9K
$1.77M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
39.4KNew |
$3.47M - $3.66M
|
39.4K
$3.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
30.1K+ 99.68% |
$2.64M - $2.79M
|
60.2K
$5.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
113+ 102.73% |
$9.93K - $10.5K
|
223
$19.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
263K+ 287.23% |
$23.1M - $24.4M
|
354K
$31.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
85+ 100.0% |
$7.47K - $7.9K
|
170
$15.1K
|
|