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 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
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
33.5K+ 152.83% |
$2.94M - $3.11M
|
55.4K
$4.92M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.1K+ 89.63% |
$360K - $380K
|
8.66K
$769K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
862+ 100.0% |
$75.8K - $80.1K
|
1.72K
$153K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
1.85K+ 243.61% |
$163K - $172K
|
2.61K
$231K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
87K+ 114.28% |
$7.65M - $8.08M
|
163K
$14.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.09K+ 100.0% |
$272K - $287K
|
6.19K
$549K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
444+ 4440.0% |
$39K - $41.2K
|
454
$40.3K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
150K+ 91.6% |
$13.2M - $13.9M
|
314K
$27.8M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
10.6K+ 100.94% |
$934K - $988K
|
21.2K
$1.88M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
163+ 100.0% |
$14.3K - $15.1K
|
326
$28.9K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-73.7K- 39.1% |
$5.98M - $6.43M
|
115K
$10.2M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-50.3K- 98.48% |
$4.08M - $4.4M
|
777
$69K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.77K- 53.39% |
$387K - $417K
|
4.17K
$370K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.3K+ 30.33% |
$268K - $289K
|
14.2K
$1.26M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$32.5K - $34.9K
|
400
$35.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-3.14K- 5.26% |
$255K - $274K
|
56.5K
$5.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 2.55% |
$143K - $154K
|
71K
$6.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.23K- 4.49% |
$262K - $282K
|
68.8K
$6.1M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-276- 5.12% |
$22.4K - $24.1K
|
5.12K
$454K
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.48K- 5.13% |
$282K - $304K
|
64.3K
$5.71M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
20+ 0.64% |
$1.62K - $1.75K
|
3.15K
$280K
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-175- 5.51% |
$14.2K - $15.3K
|
3K
$267K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.04K+ 4.46% |
$409K - $440K
|
118K
$10.5M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$162 - $175
|
2.02K
$180K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-58- 0.89% |
$4.71K - $5.06K
|
6.44K
$572K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-70.4K- 58.58% |
$5.71M - $6.14M
|
49.8K
$4.42M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.03% |
$81.1 - $87.3
|
3.41K
$302K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-404- 6.46% |
$32.8K - $35.3K
|
5.85K
$519K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
301+ 0.43% |
$24.4K - $26.3K
|
69.5K
$6.17M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
42New |
$3.41K - $3.67K
|
42
$3.73K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.91K- 86.11% |
$723K - $778K
|
1.44K
$128K
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
11.8K+ 42.01% |
$960K - $1.03M
|
40K
$3.55M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-225- 1.96% |
$18.3K - $19.6K
|
11.2K
$997K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
696+ 0.75% |
$56.5K - $60.8K
|
93.4K
$8.29M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
11K+ 1369.38% |
$889K - $957K
|
11.8K
$1.04M
|
|