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 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
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
449+ 3.09% |
$36.4K - $39.2K
|
15K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.59% |
$406 - $437
|
846
$75.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.29K+ 22.42% |
$105K - $112K
|
7.03K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
9.84KNew |
$799K - $860K
|
9.84K
$874K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-156- 1.62% |
$12.7K - $13.6K
|
9.5K
$843K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$2.76K - $2.97K
|
34
$3.02K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
24.3K+ 112.84% |
$1.97M - $2.12M
|
45.8K
$4.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.62KNew |
$293K - $316K
|
3.62K
$321K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
29.2K+ 753.34% |
$2.37M - $2.55M
|
33.1K
$2.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-51- 0.82% |
$4.14K - $4.45K
|
6.19K
$550K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
16+ 0.35% |
$1.3K - $1.4K
|
4.59K
$407K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-100- 2.82% |
$8.11K - $8.73K
|
3.45K
$306K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-79- 0.31% |
$6.41K - $6.9K
|
25.6K
$2.27M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
65+ 6.99% |
$5.27K - $5.68K
|
995
$88.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
896+ 4.24% |
$72.7K - $78.2K
|
22K
$1.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-325- 2.69% |
$26.4K - $28.4K
|
11.8K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-74- 0.99% |
$6K - $6.46K
|
7.43K
$660K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.54% |
$81.1 - $87.3
|
66
$5.86K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
111+ 1.16% |
$9.01K - $9.69K
|
9.68K
$859K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.11K+ 10.23% |
$89.9K - $96.8K
|
11.9K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
825+ 5.79% |
$66.9K - $72K
|
15.1K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.46% |
$4.06K - $4.37K
|
865
$76.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.02K- 21.21% |
$82.4K - $88.6K
|
3.77K
$335K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$207K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$406 - $437
|
1.61K
$143K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-464- 1.21% |
$37.6K - $40.5K
|
37.8K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.83K+ 23.68% |
$311K - $334K
|
20K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11.6KNew |
$939K - $1.01M
|
11.6K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.4KNew |
$194K - $209K
|
2.4K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
33.7KNew |
$2.74M - $2.95M
|
33.7K
$2.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-60- 0.46% |
$4.87K - $5.24K
|
13.1K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.11K+ 11.33% |
$252K - $271K
|
30.6K
$2.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 2.2% |
$11K - $11.8K
|
6.27K
$556K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
429+ 5.15% |
$34.8K - $37.5K
|
8.77K
$778K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
55.5K+ 102.5% |
$4.5M - $4.85M
|
110K
$9.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
16.3K+ 30.36% |
$1.32M - $1.42M
|
70K
$6.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-232- 5.58% |
$18.8K - $20.3K
|
3.92K
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
26+ 0.96% |
$2.11K - $2.27K
|
2.74K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-24- 0.27% |
$1.95K - $2.1K
|
8.79K
$780K
|
|