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 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-63- 0.74% |
$5.11K - $5.5K
|
8.45K
$750K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-15.5K- 2.78% |
$1.26M - $1.36M
|
542K
$48.1M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
12+ 0.27% |
$974 - $1.05K
|
4.39K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.68K+ 48.15% |
$380K - $409K
|
14.4K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
14.8K+ 6.57% |
$1.2M - $1.29M
|
240K
$21.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
378K+ 35.49% |
$30.7M - $33M
|
1.44M
$128M
|
|
|
Nov 13, 2025
Q3 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
8.3KNew |
$673K - $725K
|
8.3K
$737K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
635+ 5.15% |
$51.5K - $55.4K
|
13K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.79% |
$243 - $262
|
383
$34K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-3.04K- 19.58% |
$247K - $266K
|
12.5K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.41KNew |
$277K - $298K
|
3.41K
$303K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-963- 9.82% |
$78.1K - $84.1K
|
8.85K
$785K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-58- 5.95% |
$4.71K - $5.06K
|
916
$81.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.74K+ 0.83% |
$222K - $239K
|
331K
$29.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.79% |
$8.11K - $8.73K
|
12.6K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-45- 16.13% |
$3.65K - $3.93K
|
234
$20.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
330+ 3.9% |
$26.8K - $28.8K
|
8.8K
$781K
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
4.29K+ 20.21% |
$348K - $374K
|
25.5K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.4K- 5.23% |
$114K - $122K
|
25.4K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
259K+ 2657.21% |
$21M - $22.6M
|
269K
$23.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
138+ 2.69% |
$11.2K - $12.1K
|
5.26K
$467K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-143- 4.89% |
$11.6K - $12.5K
|
2.78K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 0.51% |
$8.93K - $9.61K
|
21.6K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$2.27K - $2.44K
|
28
$2.49K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.13% |
$487 - $524
|
4.62K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-896- 2.62% |
$72.7K - $78.2K
|
33.3K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-616K- 9.88% |
$50M - $53.8M
|
5.63M
$499M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-719- 9.75% |
$58.3K - $62.8K
|
6.66K
$591K
|
|
|
Nov 13, 2025
Q3 2025
|
Passaic Partners LLC
|
BUY
|
- |
43.2K+ 25.91% |
$3.51M - $3.77M
|
210K
$18.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
968K+ 27.49% |
$78.6M - $84.6M
|
4.49M
$399M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-794K- 36.46% |
$64.4M - $69.3M
|
1.38M
$123M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.25K- 15.63% |
$182K - $196K
|
12.1K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.47K+ 11.77% |
$606K - $653K
|
71K
$6.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.08% |
$243 - $262
|
3.88K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
485New |
$39.4K - $42.4K
|
485
$43K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
56.9K+ 27.1% |
$4.62M - $4.97M
|
267K
$23.7M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-639- 10.18% |
$51.8K - $55.8K
|
5.64K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10K- 39.26% |
$815K - $877K
|
15.5K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.1K- 8.17% |
$576K - $620K
|
79.7K
$7.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 11.08% |
$230K - $247K
|
22.7K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
3.32KNew |
$269K - $290K
|
3.32K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$811 - $873
|
4.65K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.06% |
$162 - $175
|
3.37K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
90+ 12.71% |
$7.3K - $7.86K
|
798
$70.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
14K+ 0.44% |
$1.14M - $1.22M
|
3.2M
$284M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
228KNew |
$18.5M - $19.9M
|
228K
$20.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.85KNew |
$231K - $249K
|
2.85K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-360K- 33.55% |
$29.2M - $31.4M
|
713K
$63.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
141+ 4.39% |
$11.4K - $12.3K
|
3.35K
$298K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-801- 10.07% |
$65K - $69.9K
|
7.15K
$635K
|
|