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 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
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-497- 5.11% |
$40.3K - $43.4K
|
9.23K
$819K
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.31K+ 2.45% |
$106K - $114K
|
54.5K
$4.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.08K+ 3.02% |
$87.8K - $94.5K
|
36.9K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.18K+ 4.09% |
$95.3K - $103K
|
29.9K
$2.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.23K+ 63.55% |
$262K - $282K
|
8.31K
$738K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.62K+ 22.97% |
$131K - $141K
|
8.67K
$769K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11- 0.75% |
$893 - $961
|
1.45K
$128K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.58K+ 2.04% |
$128K - $138K
|
78.9K
$7.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-41- 1.33% |
$3.33K - $3.58K
|
3.05K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-200- 6.53% |
$16.2K - $17.5K
|
2.86K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.19KNew |
$340K - $366K
|
4.19K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$1.21M - $1.3M
|
14.9K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
50New |
$4.06K - $4.37K
|
50
$4.44K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
375+ 2.76% |
$30.4K - $32.7K
|
14K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-424- 0.42% |
$34.4K - $37K
|
101K
$8.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-667- 5.64% |
$54.1K - $58.2K
|
11.2K
$990K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.22K+ 2.32% |
$98.9K - $106K
|
53.7K
$4.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
52K+ 189.28% |
$4.22M - $4.54M
|
79.5K
$7.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
114+ 1.1% |
$9.25K - $9.95K
|
10.5K
$934K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12.3K- 61.66% |
$999K - $1.07M
|
7.65K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-68- 1.76% |
$5.52K - $5.94K
|
3.79K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 39.42% |
$99.6K - $107K
|
4.34K
$385K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 19.39% |
$13M - $13.9M
|
983K
$87.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-785- 2.95% |
$63.7K - $68.5K
|
25.9K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-4- 0.01% |
$325 - $349
|
31.4K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
900+ 18.47% |
$73K - $78.6K
|
5.77K
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-16- 0.49% |
$1.3K - $1.4K
|
3.25K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.02KNew |
$407K - $438K
|
5.02K
$445K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.24M+ 95595.68% |
$101M - $108M
|
1.24M
$110M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-427- 2.42% |
$34.6K - $37.3K
|
17.2K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
342+ 3.52% |
$27.7K - $29.9K
|
10K
$892K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.68K+ 58.9% |
$299K - $322K
|
9.93K
$882K
|
|