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 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-14K- 21.93% |
$1.14M - $1.22M
|
49.9K
$4.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.65K- 51.69% |
$377K - $406K
|
4.34K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-100- 0.15% |
$8.11K - $8.73K
|
67.5K
$5.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-11- 1.73% |
$893 - $961
|
625
$55.5K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
28.5KNew |
$2.31M - $2.49M
|
28.5K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.33K+ 86.58% |
$351K - $378K
|
9.33K
$828K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.73K+ 30.74% |
$790K - $850K
|
41.4K
$3.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-8.11K- 8.04% |
$658K - $708K
|
92.7K
$8.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
953+ 3.21% |
$77.3K - $83.2K
|
30.6K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.59K+ 37.04% |
$129K - $139K
|
5.88K
$522K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
68K+ 1983.67% |
$5.52M - $5.94M
|
71.5K
$6.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-865- 7.79% |
$70.2K - $75.5K
|
10.2K
$909K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.85KNew |
$556K - $598K
|
6.85K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
77.8KNew |
$6.31M - $6.79M
|
77.8K
$6.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
39+ 0.17% |
$3.16K - $3.41K
|
23.1K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
974+ 1.34% |
$79K - $85K
|
73.8K
$6.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$243 - $262
|
3.44K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
78+ 0.66% |
$6.33K - $6.81K
|
11.9K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.42K- 57.02% |
$440K - $473K
|
4.09K
$363K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
11.4K+ 110.59% |
$921K - $991K
|
21.6K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.07K- 79.94% |
$330K - $355K
|
1.02K
$90.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
29.1K+ 24.86% |
$2.36M - $2.54M
|
146K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.29K- 3.35% |
$105K - $112K
|
37.1K
$3.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-23- 0.39% |
$1.87K - $2.01K
|
5.95K
$528K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 23.44% |
$6.09K - $6.55K
|
395
$35.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
177+ 0.78% |
$14.4K - $15.5K
|
22.8K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
196+ 2.52% |
$15.9K - $17.1K
|
7.97K
$708K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
473New |
$38.4K - $41.3K
|
473
$42K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
711+ 20.81% |
$57.7K - $62.1K
|
4.13K
$366K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-701- 3.32% |
$56.9K - $61.2K
|
20.4K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-256- 7.19% |
$20.8K - $22.4K
|
3.3K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.43K+ 2.69% |
$116K - $125K
|
54.7K
$4.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-181- 1.37% |
$14.7K - $15.8K
|
13K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
3.22K+ 39.03% |
$261K - $281K
|
11.5K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.31K+ 16.61% |
$268K - $289K
|
23.2K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.59K- 66.61% |
$373K - $401K
|
2.3K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.01K+ 13.43% |
$731K - $787K
|
76.1K
$6.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.85K- 22.75% |
$637K - $685K
|
26.7K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-509- 2.85% |
$41.3K - $44.4K
|
17.4K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.47K+ 43.73% |
$362K - $390K
|
14.7K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
800+ 24.62% |
$64.9K - $69.9K
|
4.05K
$359K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
795+ 0.91% |
$64.5K - $69.4K
|
87.7K
$7.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
244+ 2.68% |
$19.8K - $21.3K
|
9.35K
$830K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.69% |
$406 - $437
|
290
$25.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-372- 0.3% |
$30.2K - $32.5K
|
124K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-617- 6.18% |
$50.1K - $53.9K
|
9.37K
$832K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-63.4K- 37.26% |
$5.15M - $5.54M
|
107K
$9.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.45K+ 0.71% |
$117K - $126K
|
204K
$18.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.51K- 2.0% |
$122K - $132K
|
73.7K
$6.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.47K- 10.67% |
$200K - $215K
|
20.6K
$1.83M
|
|