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
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.64K+ 1.1% |
$376K - $405K
|
428K
$38M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
29.8KNew |
$2.42M - $2.6M
|
29.8K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.18K+ 2.67% |
$339K - $365K
|
161K
$14.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-73- 10.5% |
$5.92K - $6.37K
|
622
$55.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
80.8K+ 167.06% |
$6.56M - $7.06M
|
129K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
863+ 4.06% |
$70K - $75.4K
|
22.1K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
5.9K+ 8.41% |
$479K - $515K
|
76.1K
$6.75M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.36KNew |
$273K - $294K
|
3.36K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
230+ 4.28% |
$18.7K - $20.1K
|
5.6K
$497K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.6K+ 301.58% |
$5.16M - $5.56M
|
84.8K
$7.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-23.3K- 23.74% |
$1.89M - $2.03M
|
74.8K
$6.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-451- 0.46% |
$36.6K - $39.4K
|
97.2K
$8.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
264+ 3.88% |
$21.4K - $23.1K
|
7.07K
$628K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
402+ 1.56% |
$32.6K - $35.1K
|
26.2K
$2.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.48KNew |
$525K - $565K
|
6.48K
$575K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
251+ 8.77% |
$20.4K - $21.9K
|
3.11K
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.61K- 4.09% |
$130K - $140K
|
37.7K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
374+ 3.07% |
$30.3K - $32.7K
|
12.6K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
20.5KNew |
$1.66M - $1.79M
|
20.5K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-46- 0.6% |
$3.73K - $4.02K
|
7.65K
$679K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19.5K+ 342.49% |
$1.58M - $1.7M
|
25.2K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.17% |
$16.2K - $17.5K
|
6.12K
$543K
|
|