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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
328+ 1.57% |
$26.6K - $28.6K
|
21.2K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-717- 3.22% |
$58.2K - $62.6K
|
21.5K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
608+ 10.24% |
$49.3K - $53.1K
|
6.55K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.28K+ 23.54% |
$104K - $111K
|
6.7K
$594K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
682New |
$55.3K - $59.6K
|
682
$60.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
13.6KNew |
$1.1M - $1.19M
|
13.6K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.16% |
$1.38K - $1.48K
|
10.6K
$941K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400+ 33.56% |
$32.5K - $34.9K
|
1.59K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
4.17KNew |
$338K - $364K
|
4.17K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.81K+ 113.17% |
$309K - $332K
|
7.17K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-58- 1.73% |
$4.71K - $5.06K
|
3.29K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-9.31K- 45.02% |
$755K - $813K
|
11.4K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
615+ 16.31% |
$49.9K - $53.7K
|
4.39K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
76.2KNew |
$6.18M - $6.65M
|
76.2K
$6.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
525+ 16.41% |
$42.6K - $45.8K
|
3.73K
$331K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.43M+ 82.0% |
$116M - $125M
|
3.18M
$282M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.79K+ 38.8% |
$226K - $244K
|
9.98K
$886K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-8.35K- 71.1% |
$678K - $729K
|
3.4K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.4K+ 15.17% |
$1.74M - $1.87M
|
162K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 85.84% |
$185K - $199K
|
4.92K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.4KNew |
$195K - $210K
|
2.4K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
5.05KNew |
$410K - $441K
|
5.05K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
421+ 0.89% |
$34.2K - $36.8K
|
47.9K
$4.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
535+ 17.47% |
$43.4K - $46.7K
|
3.6K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
923New |
$74.9K - $80.6K
|
923
$81.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.8K+ 17.49% |
$1.85M - $1.99M
|
153K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-4.24K- 10.99% |
$344K - $371K
|
34.4K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.64KNew |
$133K - $143K
|
1.64K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
24.3KNew |
$1.97M - $2.12M
|
24.3K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
540+ 1.64% |
$43.8K - $47.2K
|
33.5K
$2.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-10.1K- 70.28% |
$820K - $882K
|
4.27K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-65- 0.43% |
$5.27K - $5.68K
|
14.9K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
302+ 16.71% |
$24.5K - $26.4K
|
2.11K
$187K
|
|
|
Nov 13, 2025
Q3 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-15.2K- 48.08% |
$1.24M - $1.33M
|
16.5K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-435- 13.54% |
$35.3K - $38K
|
2.78K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12- 3.52% |
$974 - $1.05K
|
329
$29.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
12KNew |
$975K - $1.05M
|
12K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3K+ 15.83% |
$243K - $262K
|
22K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.82K- 30.38% |
$148K - $159K
|
4.17K
$370K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
536K+ 316.93% |
$43.5M - $46.8M
|
705K
$62.5M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-780- 1.68% |
$63.3K - $68.1K
|
45.7K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.74KNew |
$385K - $414K
|
4.74K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-6.39K- 26.2% |
$519K - $558K
|
18K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.73KNew |
$222K - $238K
|
2.73K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$487 - $524
|
9.71K
$862K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$81.1 - $87.3
|
3.17K
$281K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.67K- 83.73% |
$136K - $146K
|
325
$28.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-132- 16.52% |
$10.7K - $11.5K
|
667
$59.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
8.96KNew |
$727K - $782K
|
8.96K
$795K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
277New |
$22.5K - $24.2K
|
277
$24.6K
|
|