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 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.5KNew |
$203K - $218K
|
2.5K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
214+ 1.03% |
$17.4K - $18.7K
|
21K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
387+ 774.0% |
$31.4K - $33.8K
|
437
$38.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-5K- 16.21% |
$405K - $436K
|
25.8K
$2.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-9- 0.1% |
$730 - $786
|
8.94K
$794K
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.85% |
$126K - $136K
|
85.7K
$7.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-1- 0.09% |
$81.1 - $87.3
|
1.08K
$95.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.28K+ 51.35% |
$185K - $199K
|
6.71K
$596K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 5.31% |
$1.05K - $1.14K
|
232
$20.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.5K+ 2.53% |
$122K - $131K
|
60.8K
$5.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.81K- 82.87% |
$471K - $507K
|
1.2K
$107K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
20+ 0.59% |
$1.62K - $1.75K
|
3.38K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.96K+ 9.66% |
$240K - $258K
|
33.6K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
66+ 0.5% |
$5.36K - $5.76K
|
13.4K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-9- 0.17% |
$730 - $786
|
5.31K
$471K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
796+ 4.77% |
$64.6K - $69.5K
|
17.5K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.1% |
$2.92K - $3.14K
|
37.6K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
616+ 14.11% |
$50K - $53.8K
|
4.98K
$442K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-407- 7.68% |
$33K - $35.5K
|
4.89K
$434K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.15K- 15.14% |
$336K - $362K
|
23.2K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-36- 0.68% |
$2.92K - $3.14K
|
5.26K
$467K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-883- 2.33% |
$71.6K - $77.1K
|
37.1K
$3.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
6.25K
$554K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.27K- 3.17% |
$184K - $198K
|
69.4K
$6.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$87.5K - $94.1K
|
84.6K
$7.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27K+ 31.51% |
$103K - $110K
|
5.28K
$469K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
57.4KNew |
$4.66M - $5.01M
|
57.4K
$5.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
6K+ 17.71% |
$487K - $524K
|
39.9K
$3.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-418- 3.66% |
$33.9K - $36.5K
|
11K
$975K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
3.2K+ 5.51% |
$260K - $280K
|
61.3K
$5.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.56KNew |
$776K - $835K
|
9.56K
$849K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
232+ 0.56% |
$18.8K - $20.3K
|
41.4K
$3.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-8.32K- 3.68% |
$675K - $726K
|
218K
$19.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32M+ 615.29% |
$107M - $115M
|
1.53M
$136M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
52+ 1.82% |
$4.22K - $4.54K
|
2.9K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2+ 0.49% |
$162 - $175
|
408
$36.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-21- 0.13% |
$1.7K - $1.83K
|
16.5K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-600- 12.91% |
$48.7K - $52.4K
|
4.05K
$359K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
409+ 12.69% |
$33.2K - $35.7K
|
3.63K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-293- 6.89% |
$23.8K - $25.6K
|
3.96K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 13.14% |
$159K - $171K
|
12.9K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-70- 1.95% |
$5.68K - $6.11K
|
3.52K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9New |
$730 - $786
|
9
$799
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26K+ 8.64% |
$184K - $198K
|
28.5K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.2K+ 37.44% |
$2.21M - $2.37M
|
99.8K
$8.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.14KNew |
$254K - $274K
|
3.14K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-11- 0.11% |
$893 - $961
|
10K
$889K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.88K- 64.4% |
$640K - $688K
|
4.36K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 3.53% |
$133K - $143K
|
48.2K
$4.28M
|
|