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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.53% |
$893 - $961
|
2.07K
$184K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 6.85% |
$2.76K - $2.97K
|
530
$47K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.68K+ 32.15% |
$299K - $322K
|
15.1K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
555+ 6.45% |
$45K - $48.5K
|
9.16K
$813K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
956+ 32.58% |
$77.6K - $83.5K
|
3.89K
$345K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
833+ 4.01% |
$67.6K - $72.7K
|
21.6K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-108- 14.63% |
$8.76K - $9.43K
|
630
$55.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-81- 1.88% |
$6.57K - $7.07K
|
4.23K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16.1KNew |
$1.31M - $1.41M
|
16.1K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-220- 2.31% |
$17.9K - $19.2K
|
9.29K
$824K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.47KNew |
$200K - $216K
|
2.47K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
895+ 2.58% |
$72.6K - $78.2K
|
35.6K
$3.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 3.18% |
$89.3K - $96.1K
|
33.5K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-214- 4.46% |
$17.4K - $18.7K
|
4.59K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
34.9K+ 367.23% |
$2.83M - $3.05M
|
44.4K
$3.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.04K+ 4.89% |
$246K - $265K
|
65.1K
$5.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-905- 3.12% |
$73.4K - $79K
|
28.1K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
61+ 96.83% |
$4.95K - $5.33K
|
124
$11K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.35KNew |
$191K - $205K
|
2.35K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.16K- 22.5% |
$94K - $101K
|
3.99K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
863+ 31.1% |
$70K - $75.4K
|
3.64K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-76.8K- 5.82% |
$6.23M - $6.71M
|
1.24M
$110M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-585K- 25.16% |
$47.5M - $51.1M
|
1.74M
$155M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
171+ 4.54% |
$13.9K - $14.9K
|
3.94K
$350K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.23K+ 141.13% |
$587K - $632K
|
12.4K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.79K- 23.09% |
$470K - $505K
|
19.3K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
308+ 5.43% |
$25K - $26.9K
|
5.98K
$531K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-26.7K- 23.04% |
$2.17M - $2.33M
|
89.3K
$7.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14.5K+ 139.55% |
$1.18M - $1.27M
|
24.9K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 5.61% |
$911K - $980K
|
211K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.1K- 6.01% |
$576K - $620K
|
111K
$9.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.75K+ 372.18% |
$791K - $851K
|
12.4K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3.84K+ 70.9% |
$312K - $335K
|
9.26K
$822K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.38K+ 16.37% |
$355K - $382K
|
31.1K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.56KNew |
$370K - $398K
|
4.56K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
132+ 0.34% |
$10.7K - $11.5K
|
39.2K
$3.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.76K- 27.61% |
$468K - $503K
|
15.1K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 23.08% |
$98.2K - $106K
|
4.03K
$358K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
341New |
$27.7K - $29.8K
|
341
$30.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
692+ 6.36% |
$56.1K - $60.4K
|
11.6K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-9.94K- 5.37% |
$807K - $868K
|
175K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.05KNew |
$248K - $266K
|
3.05K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
20.1K+ 234.43% |
$1.63M - $1.76M
|
28.7K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.01% |
$81.1 - $87.3
|
7.07K
$627K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.47K- 1.57% |
$119K - $128K
|
91.7K
$8.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
9.35K+ 24.29% |
$758K - $816K
|
47.8K
$4.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.51% |
$1.38K - $1.48K
|
3.32K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-87- 2.18% |
$7.06K - $7.6K
|
3.9K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-394- 3.26% |
$32K - $34.4K
|
11.7K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-585- 5.52% |
$47.5K - $51.1K
|
10K
$889K
|
|