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 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
55.1K+ 389.72% |
$4.47M - $4.82M
|
69.3K
$6.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-255- 5.36% |
$20.7K - $22.3K
|
4.51K
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.37K- 7.0% |
$355K - $382K
|
58.1K
$5.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-232- 6.09% |
$18.8K - $20.3K
|
3.58K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.2K+ 3.56% |
$97.4K - $105K
|
34.9K
$3.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
170+ 5.04% |
$13.8K - $14.8K
|
3.54K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-119- 20.1% |
$9.66K - $10.4K
|
473
$42K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 25.98% |
$85.1K - $91.6K
|
5.09K
$451K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.21K+ 27.44% |
$98.4K - $106K
|
5.63K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-17- 1.27% |
$1.38K - $1.48K
|
1.32K
$118K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-45- 1.1% |
$3.65K - $3.93K
|
4.05K
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-95- 2.47% |
$7.71K - $8.3K
|
3.75K
$332K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 9.06% |
$2.43K - $2.62K
|
301
$26.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.6K- 29.72% |
$1.02M - $1.1M
|
29.7K
$2.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
32+ 0.15% |
$2.6K - $2.79K
|
21.2K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-59- 1.49% |
$4.79K - $5.15K
|
3.89K
$345K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.45K- 12.47% |
$117K - $126K
|
10.2K
$902K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.19% |
$487 - $524
|
3.13K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.17% |
$2.03K - $2.18K
|
14.9K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
62.6K+ 8.6% |
$5.08M - $5.47M
|
791K
$70.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
211+ 0.46% |
$17.1K - $18.4K
|
46K
$4.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-238- 8.41% |
$19.3K - $20.8K
|
2.59K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-179- 22.46% |
$14.5K - $15.6K
|
618
$54.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
285+ 0.98% |
$23.1K - $24.9K
|
29.3K
$2.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.27K+ 41.4% |
$427K - $460K
|
18K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.94KNew |
$239K - $257K
|
2.94K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.51K+ 21.24% |
$123K - $132K
|
8.63K
$766K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.24K+ 6.47% |
$181K - $195K
|
36.8K
$3.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
411+ 2.2% |
$33.3K - $35.9K
|
19.1K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10+ 0.1% |
$811 - $873
|
9.94K
$882K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
644+ 6.19% |
$52.3K - $56.2K
|
11.1K
$981K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
637+ 3.17% |
$51.7K - $55.6K
|
20.8K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-601- 12.14% |
$48.8K - $52.5K
|
4.35K
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
200+ 14.05% |
$16.2K - $17.5K
|
1.62K
$144K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.04K+ 21.36% |
$84.5K - $90.9K
|
5.92K
$525K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.59KNew |
$534K - $575K
|
6.59K
$585K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
128+ 0.82% |
$10.4K - $11.2K
|
15.8K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
3.85K+ 68.66% |
$312K - $336K
|
9.46K
$839K
|
|
|
Oct 20, 2025
Q3 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
1.65K+ 4.73% |
$134K - $144K
|
36.5K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
46.5K+ 26.74% |
$3.77M - $4.06M
|
220K
$19.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.68KNew |
$217K - $234K
|
2.68K
$237K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.04% |
$81.1 - $87.3
|
2.44K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.03% |
$81.1 - $87.3
|
3.86K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-264- 3.42% |
$21.4K - $23.1K
|
7.45K
$661K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
5.27KNew |
$427K - $460K
|
5.27K
$467K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-69- 0.18% |
$5.6K - $6.03K
|
37.5K
$3.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.42K+ 22.28% |
$359K - $386K
|
24.3K
$2.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-444- 13.28% |
$36K - $38.8K
|
2.9K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.4K+ 99.91% |
$4.41M - $4.75M
|
109K
$9.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-88- 1.12% |
$7.14K - $7.68K
|
7.78K
$690K
|
|