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 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 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
|
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
|
Beacon Financial Group
|
SELL
|
- |
-84- 2.29% |
$6.82K - $7.33K
|
3.58K
$318K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
127+ 0.91% |
$10.3K - $11.1K
|
14.1K
$1.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.32K- 10.65% |
$188K - $202K
|
19.4K
$1.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$208K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.22K+ 10.63% |
$98.8K - $106K
|
12.7K
$1.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.19% |
$487 - $524
|
3.19K
$283K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-168- 0.8% |
$13.6K - $14.7K
|
20.8K
$1.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-750- 3.58% |
$60.9K - $65.5K
|
20.2K
$1.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-68- 0.91% |
$5.52K - $5.94K
|
7.42K
$659K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
558New |
$45.3K - $48.7K
|
558
$49.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-319- 2.8% |
$25.9K - $27.9K
|
11.1K
$984K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-108- 20.11% |
$8.76K - $9.43K
|
429
$38.1K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.09K- 2.09% |
$88.4K - $95.1K
|
51K
$4.53M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-350- 4.46% |
$28.4K - $30.6K
|
7.5K
$665K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-661- 2.26% |
$48.3K - $54.7K
|
28.5K
$2.53M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
10.1KNew |
$741K - $840K
|
10.1K
$900K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 8.67% |
$15.6M - $17.7M
|
2.68M
$238M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-80K- 23.53% |
$5.85M - $6.62M
|
260K
$23.1M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.8K- 65.27% |
$859K - $973K
|
6.25K
$555K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.35K+ 49.64% |
$391K - $443K
|
16.1K
$1.43M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-866- 40.06% |
$63.3K - $71.7K
|
1.3K
$115K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.51KNew |
$257K - $291K
|
3.51K
$312K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-81- 3.19% |
$5.92K - $6.7K
|
2.46K
$218K
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$786K - $890K
|
10.7K
$954K
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-12.9KClosed |
$944K - $1.07M
|
0
$0
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$73.1 - $82.8
|
1
$88.8
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
409New |
$29.9K - $33.9K
|
409
$36.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.54% |
$73.1 - $82.8
|
185
$16.4K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-407- 92.08% |
$29.7K - $33.7K
|
35
$3.11K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.21K+ 9.96% |
$234K - $265K
|
35.4K
$3.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70New |
$5.12K - $5.79K
|
70
$6.21K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
17.2K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.75K- 3.45% |
$201K - $228K
|
77K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 51.72% |
$2.19K - $2.48K
|
28
$2.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-250K- 78.16% |
$18.2M - $20.7M
|
69.7K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$80.2K - $90.8K
|
1.1K
$97.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
28.1KNew |
$2.06M - $2.33M
|
28.1K
$2.5M
|
|