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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.74KNew |
$420K - $475K
|
5.74K
$510K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-17K- 99.02% |
$1.24M - $1.41M
|
169
$15K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
275+ 7.48% |
$20.1K - $22.8K
|
3.95K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.96K+ 89.8% |
$655K - $742K
|
18.9K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
142New |
$10.4K - $11.8K
|
142
$12.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 5.62% |
$11K - $12.4K
|
2.52K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-68- 0.78% |
$4.97K - $5.63K
|
8.6K
$763K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 2.04% |
$73.1 - $82.8
|
50
$4.44K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
137New |
$10K - $11.3K
|
137
$12.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
126New |
$9.21K - $10.4K
|
126
$11.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.27K- 29.85% |
$92.8K - $105K
|
2.98K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.19% |
$439 - $497
|
3.18K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-240- 30.0% |
$17.5K - $19.9K
|
560
$49.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-1.3K- 1.64% |
$94.7K - $107K
|
77.6K
$6.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.7KNew |
$929K - $1.05M
|
12.7K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
3.4KNew |
$249K - $282K
|
3.4K
$302K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.21K- 5.42% |
$381K - $431K
|
90.9K
$8.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-469- 12.05% |
$34.3K - $38.8K
|
3.42K
$304K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.07% |
$146 - $166
|
2.73K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.3K+ 327.9% |
$1.04M - $1.18M
|
18.6K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.22KNew |
$235K - $266K
|
3.22K
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
374+ 83.3% |
$27.3K - $31K
|
823
$73K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.6K- 48.72% |
$6.47M - $7.33M
|
93.2K
$8.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$311K - $352K
|
4.25K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 17.08% |
$9.14K - $10.3K
|
607
$53.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
60New |
$4.39K - $4.97K
|
60
$5.33K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-64- 2.96% |
$4.68K - $5.3K
|
2.1K
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.67K- 50.44% |
$195K - $221K
|
2.62K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-800- 20.0% |
$58.5K - $66.2K
|
3.2K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
130New |
$9.5K - $10.8K
|
130
$11.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-33- 5.71% |
$2.41K - $2.73K
|
545
$48.4K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.5K+ 66.74% |
$475K - $538K
|
16.2K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 97.68% |
$3.09M - $3.5M
|
1K
$89.1K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-8.3K- 22.26% |
$607K - $687K
|
29K
$2.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
21.1K+ 26681.01% |
$1.54M - $1.74M
|
21.2K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.67% |
$585 - $662
|
1.2K
$107K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.44K- 32.67% |
$179K - $202K
|
5.03K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.16KNew |
$304K - $344K
|
4.16K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175+ 6.76% |
$12.8K - $14.5K
|
2.77K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-84- 0.2% |
$6.14K - $6.95K
|
42.7K
$3.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.81% |
$73.1 - $82.8
|
124
$11K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-247- 38.18% |
$18.1K - $20.4K
|
400
$35.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
465+ 0.05% |
$34K - $38.5K
|
976K
$86.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$87.7K - $99.3K
|
1.2K
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-400- 8.33% |
$29.2K - $33.1K
|
4.4K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
672+ 2.14% |
$49.1K - $55.6K
|
32K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
850New |
$62.1K - $70.4K
|
850
$75.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-683- 18.1% |
$49.9K - $56.5K
|
3.09K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-816- 18.83% |
$59.6K - $67.5K
|
3.52K
$312K
|
|