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
|
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
|
|
|
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
|
|