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 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.85K+ 5.65% |
$637K - $685K
|
147K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-261- 1.07% |
$21.2K - $22.8K
|
24K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.55K- 1.65% |
$126K - $136K
|
92.6K
$8.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
4.71KNew |
$382K - $412K
|
4.71K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.11KNew |
$253K - $272K
|
3.11K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.38K+ 13.95% |
$193K - $207K
|
19.4K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.11K- 8.77% |
$252K - $272K
|
32.3K
$2.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.44KNew |
$198K - $213K
|
2.44K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Savior LLC
|
BUY
|
- |
1.6K+ 7.17% |
$130K - $140K
|
23.9K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-77.9K- 95.41% |
$6.32M - $6.8M
|
3.75K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
310+ 7.81% |
$25.2K - $27.1K
|
4.28K
$380K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
338+ 6.37% |
$27.4K - $29.5K
|
5.64K
$501K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
197+ 171.3% |
$16K - $17.2K
|
312
$27.7K
|
|
|
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
|
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
|
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
|
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
|
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
|
|