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
|
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
|
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
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Iyo Bank, Ltd.
|
SELL
|
- |
-8.48K- 66.6% |
$688K - $740K
|
4.25K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-49- 1.01% |
$3.98K - $4.28K
|
4.81K
$427K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
551+ 2.43% |
$44.7K - $48.1K
|
23.2K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-35- 1.01% |
$2.84K - $3.06K
|
3.43K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-358- 1.07% |
$29K - $31.3K
|
33.1K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.97K- 5.01% |
$160K - $172K
|
37.3K
$3.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.28K+ 2.12% |
$347K - $373K
|
206K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.86K+ 11.36% |
$151K - $163K
|
18.2K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-311- 10.51% |
$25.2K - $27.2K
|
2.65K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
57+ 1.99% |
$4.62K - $4.98K
|
2.93K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.17% |
$81.1 - $87.3
|
576
$51.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.5K+ 12.21% |
$3.37M - $3.62M
|
382K
$33.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-474- 2.24% |
$38.5K - $41.4K
|
20.7K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
850+ 13.6% |
$69K - $74.2K
|
7.1K
$630K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
60+ 0.31% |
$4.87K - $5.24K
|
19.4K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
481+ 3.59% |
$39K - $42K
|
13.9K
$1.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.99M+ 89.21% |
$324M - $349M
|
8.47M
$752M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.05K+ 11.84% |
$84.9K - $91.3K
|
9.88K
$877K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-16- 2.65% |
$1.3K - $1.4K
|
587
$52.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57+ 2.13% |
$4.62K - $4.98K
|
2.74K
$243K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-904- 1.71% |
$73.4K - $78.9K
|
51.9K
$4.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.72KNew |
$383K - $412K
|
4.72K
$419K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.84K+ 61.87% |
$150K - $161K
|
4.82K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
560+ 2.22% |
$45.4K - $48.9K
|
25.8K
$2.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-59.6K- 91.26% |
$4.83M - $5.2M
|
5.71K
$506K
|
|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-16.6K- 13.97% |
$1.35M - $1.45M
|
102K
$9.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
10.9K+ 20.7% |
$887K - $954K
|
63.7K
$5.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.82K+ 6.94% |
$148K - $159K
|
28.1K
$2.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.4K+ 5.08% |
$113K - $122K
|
28.9K
$2.56M
|
|