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 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
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-13- 0.11% |
$1.05K - $1.14K
|
11.9K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
14.7KNew |
$1.19M - $1.28M
|
14.7K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.37K+ 2.53% |
$111K - $119K
|
55.3K
$4.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-20- 0.05% |
$1.62K - $1.75K
|
39.1K
$3.47M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 3.55% |
$1.41M - $1.52M
|
508K
$45.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
20K+ 666.67% |
$1.62M - $1.75M
|
23K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
7.75K+ 3.15% |
$629K - $677K
|
254K
$22.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.3KNew |
$268K - $288K
|
3.3K
$293K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-33- 0.11% |
$2.68K - $2.88K
|
30.3K
$2.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.12K+ 27.71% |
$415K - $447K
|
23.6K
$2.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-20- 0.88% |
$1.62K - $1.75K
|
2.26K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.05M- 66.53% |
$167M - $179M
|
1.03M
$91.7M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
571+ 57.1% |
$46.3K - $49.9K
|
1.57K
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
175+ 6.51% |
$14.2K - $15.3K
|
2.86K
$254K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15+ 0.44% |
$1.22K - $1.31K
|
3.43K
$305K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
109+ 1.54% |
$8.84K - $9.52K
|
7.17K
$636K
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
SELL
|
- |
-62- 1.14% |
$5.03K - $5.41K
|
5.38K
$478K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-273- 1.16% |
$22.2K - $23.8K
|
23.3K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
23.8KNew |
$1.93M - $2.08M
|
23.8K
$2.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 0.99% |
$84.8K - $91.2K
|
104K
$9.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.65K+ 12.03% |
$134K - $144K
|
15.3K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-248- 5.42% |
$20.1K - $21.7K
|
4.33K
$384K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
7.44K+ 12.72% |
$604K - $650K
|
65.9K
$5.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.95KNew |
$320K - $345K
|
3.95K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
10.3K+ 23.1% |
$833K - $896K
|
54.7K
$4.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.1K+ 138.25% |
$821K - $883K
|
17.4K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.33KNew |
$189K - $203K
|
2.33K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-24.9K- 4.26% |
$2.02M - $2.17M
|
559K
$49.6M
|
|