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 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-80- 0.13% |
$6.49K - $6.99K
|
62.3K
$5.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.37K+ 19.1% |
$193K - $207K
|
14.8K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
30.9K+ 901.81% |
$2.5M - $2.7M
|
34.3K
$3.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-188K- 76.84% |
$15.3M - $16.4M
|
56.7K
$5.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-937- 9.69% |
$76K - $81.8K
|
8.73K
$775K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
470+ 3.4% |
$38.1K - $41K
|
14.3K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.42K+ 22.16% |
$683K - $735K
|
46.4K
$4.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-472- 9.76% |
$38.3K - $41.2K
|
4.37K
$388K
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3KNew |
$243K - $262K
|
3K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.47K- 15.92% |
$362K - $390K
|
23.6K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-409- 5.17% |
$33.2K - $35.7K
|
7.5K
$666K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
613+ 4.03% |
$49.7K - $53.5K
|
15.8K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.06KNew |
$249K - $268K
|
3.06K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.49K+ 4.76% |
$121K - $130K
|
32.7K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
375+ 2.71% |
$30.4K - $32.7K
|
14.2K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-195K- 8.64% |
$15.8M - $17M
|
2.06M
$183M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-63.9K- 99.53% |
$5.19M - $5.58M
|
305
$27.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
79New |
$6.41K - $6.9K
|
79
$7.01K
|
|
|
Nov 06, 2025
Q3 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-23.5K- 36.46% |
$1.91M - $2.05M
|
41K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.75K+ 10.22% |
$466K - $502K
|
62K
$5.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.81K+ 10.04% |
$228K - $245K
|
30.8K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
196+ 0.86% |
$15.9K - $17.1K
|
23K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-22- 3.1% |
$1.79K - $1.92K
|
687
$61K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
2.37KNew |
$192K - $207K
|
2.37K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
136+ 1.25% |
$11K - $11.9K
|
11K
$976K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
950+ 12.84% |
$77.1K - $83K
|
8.35K
$741K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-72- 1.62% |
$5.84K - $6.29K
|
4.37K
$388K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-139- 0.91% |
$11.3K - $12.1K
|
15.1K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 2.81% |
$406 - $437
|
183
$16.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.12M+ 136.15% |
$91.2M - $98.2M
|
1.95M
$173M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 1.61% |
$81.1 - $87.3
|
63
$5.59K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.75K- 52.81% |
$385K - $415K
|
4.25K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.46K- 3.0% |
$119K - $128K
|
47.3K
$4.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
17K+ 19.68% |
$1.38M - $1.49M
|
103K
$9.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-723- 8.94% |
$58.7K - $63.1K
|
7.36K
$653K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.84KNew |
$474K - $510K
|
5.84K
$518K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5.09K- 35.98% |
$413K - $444K
|
9.05K
$803K
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
95+ 2.12% |
$7.71K - $8.3K
|
4.57K
$406K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.83K- 3.97% |
$554K - $597K
|
165K
$14.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
8KNew |
$649K - $699K
|
8K
$710K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.56K+ 5.82% |
$451K - $486K
|
101K
$8.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
636New |
$51.6K - $55.5K
|
636
$56.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.78K- 3.79% |
$226K - $243K
|
70.7K
$6.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.61K- 12.85% |
$130K - $140K
|
10.9K
$967K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.14K+ 14.28% |
$173K - $186K
|
17.1K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
6.06KNew |
$492K - $529K
|
6.06K
$538K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.6K- 68.09% |
$2.08M - $2.24M
|
12K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.4K- 8.19% |
$357K - $384K
|
49.3K
$4.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-17.5K- 12.14% |
$1.42M - $1.53M
|
126K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-94- 2.69% |
$7.63K - $8.21K
|
3.4K
$302K
|
|