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 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
28.4KNew |
$2.31M - $2.48M
|
28.4K
$2.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-396- 29.07% |
$32.1K - $34.6K
|
966
$85.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3- 0.01% |
$243 - $262
|
55K
$4.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.48K+ 6.28% |
$120K - $129K
|
25.1K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-360- 9.14% |
$29.2K - $31.4K
|
3.58K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.52K+ 26.93% |
$529K - $570K
|
30.7K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-335- 10.24% |
$27.2K - $29.3K
|
2.94K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.0% |
$81.1 - $87.3
|
21.6K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-36.5K- 81.07% |
$2.97M - $3.19M
|
8.54K
$758K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.66K- 17.02% |
$134K - $145K
|
8.08K
$717K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
52+ 3.81% |
$4.22K - $4.54K
|
1.42K
$126K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-163- 1.06% |
$13.2K - $14.2K
|
15.2K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
190+ 4.22% |
$15.4K - $16.6K
|
4.69K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-319- 2.6% |
$25.9K - $27.9K
|
11.9K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-182- 6.95% |
$14.8K - $15.9K
|
2.44K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
331+ 6.97% |
$26.9K - $28.9K
|
5.08K
$451K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-103- 5.81% |
$8.36K - $8.99K
|
1.67K
$148K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
125+ 1.42% |
$10.1K - $10.9K
|
8.93K
$793K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-39.9K- 52.96% |
$3.24M - $3.49M
|
35.5K
$3.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-401- 1.39% |
$32.5K - $35K
|
28.4K
$2.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
470+ 1.1% |
$38.1K - $41K
|
43.1K
$3.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-302- 3.38% |
$24.5K - $26.4K
|
8.63K
$766K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-42.3K- 61.38% |
$3.43M - $3.69M
|
26.6K
$2.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33.9K- 25.67% |
$2.75M - $2.96M
|
98.2K
$8.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.27K+ 5.41% |
$103K - $111K
|
24.8K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-44- 0.32% |
$3.57K - $3.84K
|
13.7K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-74- 43.79% |
$6K - $6.46K
|
95
$8.43K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
85+ 1.96% |
$6.9K - $7.42K
|
4.43K
$393K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-298- 0.9% |
$24.2K - $26K
|
32.7K
$2.91M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.01K+ 19.5% |
$82.3K - $88.5K
|
6.21K
$552K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-343- 8.26% |
$27.8K - $30K
|
3.81K
$338K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.02K+ 40.39% |
$245K - $264K
|
10.5K
$931K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
17.5K+ 20.46% |
$1.42M - $1.53M
|
103K
$9.16M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.39K- 10.67% |
$437K - $470K
|
45.1K
$4M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
105+ 2.47% |
$8.52K - $9.17K
|
4.36K
$387K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
183+ 4.09% |
$14.8K - $16K
|
4.66K
$413K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
695+ 8.8% |
$56.4K - $60.7K
|
8.59K
$762K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-582- 21.8% |
$47.2K - $50.8K
|
2.09K
$185K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
574+ 14.74% |
$46.6K - $50.1K
|
4.47K
$397K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-411- 18.98% |
$33.3K - $35.9K
|
1.75K
$156K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-269- 6.95% |
$21.8K - $23.5K
|
3.6K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
524+ 16.62% |
$42.5K - $45.8K
|
3.68K
$326K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.83KNew |
$473K - $509K
|
5.83K
$517K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.78K+ 30.1% |
$226K - $243K
|
12K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-725K- 28.99% |
$58.8M - $63.3M
|
1.77M
$158M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 0.3% |
$4.06K - $4.37K
|
16.7K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
28+ 0.29% |
$2.27K - $2.44K
|
9.84K
$873K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
4.75K
$421K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-835- 14.35% |
$67.8K - $72.9K
|
4.98K
$442K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
101+ 1.13% |
$8.2K - $8.82K
|
9.01K
$799K
|
|