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 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-74- 2.53% |
$5.41K - $6.12K
|
2.85K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 488.79% |
$118K - $134K
|
1.94K
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.32KNew |
$96.6K - $109K
|
1.32K
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 38.01% |
$112K - $126K
|
2.49K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.8K- 57.35% |
$278K - $315K
|
2.83K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.78K- 35.22% |
$130K - $147K
|
3.28K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.53KNew |
$185K - $209K
|
2.53K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
23K+ 19.19% |
$1.68M - $1.91M
|
143K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
264New |
$19.3K - $21.9K
|
264
$23.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
73.4KNew |
$5.37M - $6.08M
|
73.4K
$6.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-3.79K- 4.02% |
$277K - $313K
|
90.3K
$8.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.61KNew |
$264K - $299K
|
3.61K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 2.05% |
$5.48K - $6.21K
|
3.58K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-234- 6.18% |
$17.1K - $19.4K
|
3.56K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-63- 1.91% |
$4.6K - $5.21K
|
3.24K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
222+ 148.0% |
$16.2K - $18.4K
|
372
$33K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.12KNew |
$228K - $258K
|
3.12K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
79.2KNew |
$5.79M - $6.56M
|
79.2K
$7.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-38- 1.19% |
$2.78K - $3.15K
|
3.17K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5.11K- 42.22% |
$373K - $423K
|
6.99K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.83K+ 1.65% |
$134K - $152K
|
113K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
410+ 13.32% |
$30K - $33.9K
|
3.49K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.76KNew |
$275K - $311K
|
3.76K
$334K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
850New |
$62.1K - $70.4K
|
850
$75.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.06% |
$585 - $662
|
13.8K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 25.91% |
$6.8K - $7.7K
|
266
$23.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
577KNew |
$42.2M - $47.8M
|
577K
$51.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
248+ 131.91% |
$18.1K - $20.5K
|
436
$38.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3KNew |
$219K - $248K
|
3K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-14.3K- 84.64% |
$1.05M - $1.18M
|
2.59K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-100- 1.89% |
$7.31K - $8.28K
|
5.2K
$461K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
172New |
$12.6K - $14.2K
|
172
$15.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-14.4K- 17.91% |
$1.05M - $1.19M
|
66K
$5.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-51- 0.54% |
$3.73K - $4.22K
|
9.4K
$834K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
135New |
$10.1K - $10.8K
|
135
$12K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
296New |
$22.1K - $23.8K
|
296
$26.3K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.14KNew |
$234K - $252K
|
3.14K
$279K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
54New |
$4.03K - $4.33K
|
54
$4.79K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
84.8K+ 2878.68% |
$6.34M - $6.81M
|
87.8K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
73.2KNew |
$5.47M - $5.88M
|
73.2K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-4.3K- 17.34% |
$321K - $345K
|
20.5K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.33K- 5.23% |
$548K - $588K
|
133K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
75KNew |
$5.6M - $6.02M
|
75K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-7.5K- 3.77% |
$560K - $602K
|
192K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
533+ 12.21% |
$39.8K - $42.8K
|
4.9K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
832KNew |
$62.2M - $66.8M
|
832K
$73.9M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-584- 27.34% |
$43.6K - $46.9K
|
1.55K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.88K+ 5.91% |
$140K - $151K
|
33.6K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
315+ 101.94% |
$23.5K - $25.3K
|
624
$55.4K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-45.2K- 59.62% |
$3.38M - $3.63M
|
30.6K
$2.72M
|
|