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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.08K- 37.4% |
$444K - $503K
|
10.2K
$903K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
25KNew |
$1.83M - $2.07M
|
25K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-60- 1.88% |
$4.39K - $4.97K
|
3.13K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
3KNew |
$219K - $248K
|
3K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
600New |
$43.9K - $49.7K
|
600
$53.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-18- 0.34% |
$1.32K - $1.49K
|
5.23K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-135- 7.41% |
$9.87K - $11.2K
|
1.69K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-625- 48.08% |
$45.7K - $51.7K
|
675
$59.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12.4K- 60.87% |
$908K - $1.03M
|
7.98K
$709K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-43.2K- 90.5% |
$3.16M - $3.58M
|
4.53K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.13K- 12.74% |
$302K - $342K
|
28.3K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-11- 15.71% |
$804 - $910
|
59
$5.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7.77KNew |
$568K - $643K
|
7.77K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-147- 6.27% |
$10.7K - $12.2K
|
2.2K
$195K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
279+ 4.58% |
$20.4K - $23.1K
|
6.37K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1- 0.21% |
$73.1 - $82.8
|
470
$41.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
PUT |
-14K- 12.28% |
$1.02M - $1.16M
|
100K
$8.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.2K+ 16.09% |
$87.7K - $99.3K
|
8.66K
$769K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
128+ 102.4% |
$9.36K - $10.6K
|
253
$22.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.39% |
$1.02K - $1.16K
|
3.61K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.72KNew |
$564K - $639K
|
7.72K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
980+ 26.76% |
$71.6K - $81.1K
|
4.64K
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
600New |
$43.9K - $49.7K
|
600
$53.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100New |
$7.31K - $8.28K
|
100
$8.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.78K+ 11.11% |
$130K - $147K
|
17.8K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.22K+ 6.5% |
$162K - $184K
|
36.3K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35+ 8.05% |
$2.56K - $2.9K
|
470
$41.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-198- 62.07% |
$14.5K - $16.4K
|
121
$10.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
6.68KNew |
$489K - $553K
|
6.68K
$593K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.69K+ 17.21% |
$270K - $306K
|
25.1K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-833- 2.46% |
$60.9K - $68.9K
|
33K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.1KNew |
$740K - $837K
|
10.1K
$898K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-22- 0.63% |
$1.61K - $1.82K
|
3.49K
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-24.2K- 39.21% |
$1.77M - $2.01M
|
37.6K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.8K+ 37.09% |
$4.81M - $5.45M
|
243K
$21.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-80- 27.03% |
$5.85K - $6.62K
|
216
$19.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
366New |
$26.8K - $30.3K
|
366
$32.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100+ 4.11% |
$7.31K - $8.28K
|
2.54K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.06KNew |
$223K - $253K
|
3.06K
$271K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-204- 5.17% |
$14.9K - $16.9K
|
3.74K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.67K- 36.01% |
$122K - $138K
|
2.96K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.19KNew |
$306K - $346K
|
4.19K
$372K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.87K- 66.03% |
$137K - $155K
|
963
$85.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 14.92% |
$3.95K - $4.47K
|
308
$27.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-26- 0.26% |
$1.9K - $2.15K
|
9.99K
$886K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.47KNew |
$181K - $205K
|
2.47K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
211New |
$15.4K - $17.5K
|
211
$18.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-365- 5.5% |
$26.7K - $30.2K
|
6.27K
$557K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.22KNew |
$308K - $349K
|
4.22K
$375K
|
|