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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.97K+ 30.81% |
$484K - $521K
|
25.3K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.69K+ 16.52% |
$137K - $147K
|
11.9K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 4.26% |
$84.7K - $91.2K
|
25.6K
$2.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.1K- 13.34% |
$170K - $183K
|
13.6K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.36K- 5.1% |
$110K - $118K
|
25.2K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
933+ 16.52% |
$75.7K - $81.5K
|
6.58K
$584K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-151- 2.96% |
$12.3K - $13.2K
|
4.94K
$439K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.19K+ 5.84% |
$421K - $453K
|
94.1K
$8.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
313+ 8.88% |
$25.4K - $27.3K
|
3.84K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.85K+ 3.38% |
$150K - $161K
|
56.6K
$5.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.57KNew |
$209K - $225K
|
2.57K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
55+ 0.52% |
$4.46K - $4.8K
|
10.7K
$947K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
380+ 2.31% |
$30.8K - $33.2K
|
16.9K
$1.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
PUT |
2KNew |
$162K - $175K
|
2K
$178K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
87+ 1.8% |
$7.06K - $7.6K
|
4.91K
$436K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$8.11K - $8.73K
|
100
$8.88K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
39.4K+ 16.87% |
$3.2M - $3.44M
|
273K
$24.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.48KNew |
$363K - $391K
|
4.48K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.54K- 6.87% |
$125K - $134K
|
20.8K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-676- 9.9% |
$54.9K - $59K
|
6.16K
$546K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
221+ 3.24% |
$17.9K - $19.3K
|
7.04K
$625K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.31K+ 1.95% |
$106K - $114K
|
68.4K
$6.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-250- 9.66% |
$20.3K - $21.8K
|
2.34K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.04K+ 142.16% |
$328K - $353K
|
6.89K
$611K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
954+ 20.87% |
$77.4K - $83.3K
|
5.53K
$490K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
92+ 0.33% |
$7.46K - $8.03K
|
27.8K
$2.47M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.49K- 19.82% |
$121K - $130K
|
6.03K
$535K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.1K- 16.23% |
$1.15M - $1.23M
|
72.9K
$6.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.31K+ 2.29% |
$512K - $551K
|
282K
$25M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.68K+ 3.19% |
$136K - $147K
|
54.3K
$4.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.45KNew |
$361K - $389K
|
4.45K
$395K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20.8K- 47.33% |
$1.69M - $1.82M
|
23.2K
$2.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 26.33% |
$369K - $398K
|
21.8K
$1.94M
|
|