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 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
4.94K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13K- 7.94% |
$1.06M - $1.14M
|
151K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
473+ 3.45% |
$38.4K - $41.3K
|
14.2K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-3.34K- 7.59% |
$271K - $292K
|
40.7K
$3.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.97K+ 53.25% |
$160K - $172K
|
5.68K
$504K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-500- 23.36% |
$40.6K - $43.7K
|
1.64K
$146K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
772+ 1.75% |
$62.6K - $67.4K
|
44.8K
$3.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
22.3KNew |
$1.81M - $1.95M
|
22.3K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.99K+ 36.05% |
$405K - $436K
|
18.8K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.77% |
$325 - $349
|
524
$46.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.9K+ 21.84% |
$2.75M - $2.96M
|
189K
$16.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
32+ 0.14% |
$2.6K - $2.79K
|
23.7K
$2.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
118New |
$9.57K - $10.3K
|
118
$10.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-7- 0.23% |
$568 - $611
|
3K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
587+ 293.5% |
$47.6K - $51.3K
|
787
$69.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-157K- 51.64% |
$12.7M - $13.7M
|
147K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
32.7K+ 612.07% |
$2.66M - $2.86M
|
38.1K
$3.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.35K+ 9.73% |
$596K - $642K
|
82.9K
$7.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-297- 0.88% |
$24.1K - $25.9K
|
33.5K
$2.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 4.72% |
$1.22K - $1.31K
|
303
$26.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
34+ 0.27% |
$2.76K - $2.97K
|
12.7K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
693+ 21.17% |
$56.2K - $60.5K
|
3.97K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.57% |
$81.1 - $87.3
|
176
$15.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.36K- 14.07% |
$516K - $555K
|
38.8K
$3.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-85- 0.64% |
$6.9K - $7.42K
|
13.2K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
565+ 2.08% |
$45.8K - $49.3K
|
27.7K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15K+ 45.25% |
$1.22M - $1.31M
|
48.1K
$4.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-93- 54.71% |
$7.55K - $8.12K
|
77
$6.83K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.46K+ 1.82% |
$200K - $215K
|
138K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.15M+ 157.63% |
$174M - $188M
|
3.51M
$312M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 0.85% |
$811 - $873
|
1.16K
$103K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.64K- 94.29% |
$214K - $231K
|
160
$14.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-556- 8.94% |
$45.1K - $48.5K
|
5.66K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
777+ 16.33% |
$63K - $67.8K
|
5.53K
$491K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7.45K+ 141.21% |
$604K - $650K
|
12.7K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
30.6KNew |
$2.48M - $2.67M
|
30.6K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-213K- 38.37% |
$17.3M - $18.6M
|
342K
$30.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.37KNew |
$193K - $207K
|
2.37K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.34M+ 245.99% |
$109M - $117M
|
1.89M
$168M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.49K+ 86.34% |
$283K - $305K
|
7.53K
$668K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
111+ 20.71% |
$9.01K - $9.69K
|
647
$57.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
29New |
$2.35K - $2.53K
|
29
$2.57K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-28- 1.75% |
$2.27K - $2.44K
|
1.57K
$139K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-744- 12.65% |
$60.4K - $65K
|
5.14K
$456K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.8KNew |
$227K - $244K
|
2.8K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-59- 1.03% |
$4.79K - $5.15K
|
5.68K
$504K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
76.2KNew |
$6.18M - $6.65M
|
76.2K
$6.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.68K+ 27.28% |
$623K - $670K
|
35.8K
$3.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
270+ 2.53% |
$21.9K - $23.6K
|
11K
$972K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-14.5K- 49.39% |
$1.18M - $1.27M
|
14.8K
$1.32M
|
|