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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-7.92K- 41.92% |
$643K - $691K
|
11K
$974K
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8+ 0.67% |
$649 - $699
|
1.2K
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-371- 2.73% |
$30.1K - $32.4K
|
13.2K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.8KNew |
$471K - $506K
|
5.8K
$515K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.2K+ 6.53% |
$422K - $454K
|
84.8K
$7.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-618- 2.29% |
$50.1K - $54K
|
26.4K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.42K+ 2.64% |
$439K - $473K
|
210K
$18.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-511- 6.45% |
$41.5K - $44.6K
|
7.41K
$657K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.69K- 2.78% |
$218K - $235K
|
93.9K
$8.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 7.51% |
$100K - $108K
|
15.2K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-41.4K- 42.12% |
$3.36M - $3.61M
|
56.9K
$5.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 8.59% |
$86.5K - $93.1K
|
11.3K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
6.8K+ 200.62% |
$552K - $594K
|
10.2K
$904K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.5K+ 3.47% |
$203K - $219K
|
74.7K
$6.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.39KNew |
$194K - $209K
|
2.39K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.59K- 26.15% |
$129K - $138K
|
4.48K
$397K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.17K+ 2408.67% |
$338K - $364K
|
4.34K
$385K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
374+ 24.93% |
$30.3K - $32.7K
|
1.87K
$166K
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-15.9K- 21.05% |
$1.29M - $1.38M
|
59.5K
$5.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.85% |
$1.54K - $1.66K
|
2.25K
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-285- 24.78% |
$23.1K - $24.9K
|
865
$76.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17K+ 200.0% |
$94.6K - $102K
|
1.75K
$155K
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.46K+ 0.76% |
$118K - $127K
|
194K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-564- 6.67% |
$45.8K - $49.2K
|
7.9K
$701K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
27.3K+ 20.42% |
$2.21M - $2.38M
|
161K
$14.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.46K+ 3.89% |
$199K - $214K
|
65.5K
$5.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.43K- 4.88% |
$197K - $213K
|
47.4K
$4.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
405+ 6.84% |
$32.9K - $35.4K
|
6.33K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 322.37% |
$293K - $316K
|
4.74K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-5.64K- 5.11% |
$457K - $492K
|
105K
$9.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
480New |
$38.9K - $41.9K
|
480
$42.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 1.83% |
$4.06K - $4.37K
|
2.78K
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.47K+ 80.61% |
$200K - $215K
|
5.52K
$490K
|
|
|
Nov 10, 2025
Q3 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
1.37MNew |
$111M - $120M
|
1.37M
$122M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.64K- 28.7% |
$296K - $318K
|
9.05K
$803K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
18New |
$1.46K - $1.57K
|
18
$1.6K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
74+ 0.86% |
$6K - $6.46K
|
8.67K
$770K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
202+ 7.67% |
$16.4K - $17.6K
|
2.84K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
Kropog Financial Group, LLC
Mandeville, LA |
BUY
|
- |
526+ 0.89% |
$42.7K - $45.9K
|
59.8K
$5.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.63KNew |
$213K - $229K
|
2.63K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
10.1K+ 2.25% |
$820K - $882K
|
460K
$40.8M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-845- 22.72% |
$68.6K - $73.8K
|
2.87K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-7.63K- 12.04% |
$619K - $666K
|
55.7K
$4.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-10K- 33.33% |
$811K - $873K
|
20K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.84KNew |
$230K - $248K
|
2.84K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
204+ 2.62% |
$16.6K - $17.8K
|
8K
$710K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-750- 19.84% |
$60.9K - $65.5K
|
3.03K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-260- 3.03% |
$21.1K - $22.7K
|
8.32K
$738K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.91K+ 1.89% |
$723K - $778K
|
480K
$42.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
773+ 17.12% |
$62.7K - $67.5K
|
5.29K
$469K
|
|