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 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
37+ 0.67% |
$3K - $3.23K
|
5.56K
$494K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.41K+ 53.86% |
$276K - $297K
|
9.73K
$864K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-14.4K- 8.42% |
$1.17M - $1.26M
|
157K
$13.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.62% |
$649 - $699
|
1.31K
$116K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-5.18K- 19.62% |
$421K - $453K
|
21.2K
$1.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
48K+ 41.79% |
$3.9M - $4.19M
|
163K
$14.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.44K- 35.86% |
$117K - $125K
|
2.57K
$228K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.01K+ 7.74% |
$81.7K - $87.9K
|
14K
$1.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-6- 0.07% |
$487 - $524
|
9.13K
$810K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-619- 13.38% |
$50.2K - $54.1K
|
4.01K
$356K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
272+ 4.86% |
$22.1K - $23.8K
|
5.86K
$520K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.4K+ 34.96% |
$276K - $297K
|
13.1K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.45K- 1.52% |
$199K - $214K
|
159K
$14.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-5.72K- 16.92% |
$464K - $500K
|
28.1K
$2.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.64K- 33.35% |
$133K - $143K
|
3.28K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
138+ 2.72% |
$11.2K - $12.1K
|
5.22K
$463K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1K- 16.29% |
$81.1K - $87.3K
|
5.14K
$456K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
406+ 3.26% |
$32.9K - $35.5K
|
12.9K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-472- 2.97% |
$38.3K - $41.2K
|
15.4K
$1.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.44K+ 51.76% |
$766K - $824K
|
27.7K
$2.46M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.43% |
$81.1 - $87.3
|
234
$20.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-928- 12.74% |
$75.3K - $81K
|
6.35K
$564K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.4K+ 6.79% |
$438K - $471K
|
84.9K
$7.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.86K+ 2.49% |
$151K - $162K
|
76.4K
$6.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
22.6K+ 130.56% |
$1.83M - $1.97M
|
39.9K
$3.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
842+ 28.89% |
$68.3K - $73.5K
|
3.76K
$333K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.16K+ 4.65% |
$419K - $451K
|
116K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
350+ 1.81% |
$28.4K - $30.6K
|
19.7K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-35- 0.91% |
$2.84K - $3.06K
|
3.82K
$339K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4.91K+ 7.02% |
$398K - $428K
|
74.8K
$6.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
8.41K+ 20033.33% |
$683K - $735K
|
8.46K
$751K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.47K+ 12.85% |
$768K - $827K
|
83.2K
$7.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
23.4KNew |
$1.9M - $2.04M
|
23.4K
$2.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.02K+ 11.79% |
$569K - $613K
|
66.6K
$5.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-914- 11.78% |
$74.2K - $79.8K
|
6.85K
$608K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
180+ 7.16% |
$14.6K - $15.7K
|
2.69K
$239K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-87K- 93.15% |
$7.06M - $7.59M
|
6.4K
$568K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
717+ 1.95% |
$58.2K - $62.6K
|
37.5K
$3.33M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
4.46K+ 4.09% |
$362K - $389K
|
113K
$10.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.63K- 24.41% |
$538K - $579K
|
20.5K
$1.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.16% |
$568 - $611
|
4.28K
$380K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.28% |
$811 - $873
|
3.56K
$316K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$243 - $262
|
4.85K
$430K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$162 - $175
|
1
$88.8
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.47KNew |
$200K - $216K
|
2.47K
$219K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
766+ 2.2% |
$62.2K - $66.9K
|
35.6K
$3.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.68K- 96.49% |
$380K - $408K
|
170
$15.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-608- 4.81% |
$49.3K - $53.1K
|
12K
$1.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-9.66K- 51.84% |
$784K - $843K
|
8.97K
$796K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-84- 2.29% |
$6.82K - $7.33K
|
3.58K
$318K
|
|