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
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.1KNew |
$170K - $183K
|
2.1K
$186K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.81K+ 68.29% |
$390K - $420K
|
11.9K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-203K- 95.22% |
$16.5M - $17.7M
|
10.2K
$906K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-458- 60.5% |
$37.2K - $40K
|
299
$26.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
19+ 0.64% |
$1.54K - $1.66K
|
2.98K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-200K- 90.91% |
$16.2M - $17.5M
|
20K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.4K+ 19.13% |
$195K - $210K
|
14.9K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
209K+ 481.73% |
$16.9M - $18.2M
|
252K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.09K+ 30.58% |
$88.3K - $95K
|
4.65K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
230+ 1.56% |
$18.7K - $20.1K
|
15K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-65- 0.23% |
$5.27K - $5.68K
|
28.2K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
1.96K+ 6.36% |
$159K - $171K
|
32.8K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-307- 0.47% |
$24.9K - $26.8K
|
65K
$5.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.22K- 13.28% |
$342K - $368K
|
27.5K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-1.27M- 72.34% |
$103M - $111M
|
484K
$43M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 31.93% |
$291K - $313K
|
14.8K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.82K- 0.78% |
$148K - $159K
|
233K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.26KNew |
$102K - $110K
|
1.26K
$112K
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
2.2K+ 5.33% |
$179K - $192K
|
43.5K
$3.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.4K+ 8.19% |
$1.49M - $1.61M
|
243K
$21.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.66K+ 1.9% |
$135K - $145K
|
88.9K
$7.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-238- 0.73% |
$19.3K - $20.8K
|
32.4K
$2.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
558+ 6.67% |
$45.3K - $48.7K
|
8.93K
$792K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15K- 16.95% |
$1.21M - $1.31M
|
73.3K
$6.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.53K+ 76.3% |
$368K - $396K
|
10.5K
$929K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
191KNew |
$15.5M - $16.7M
|
191K
$17M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
268KNew |
$21.8M - $23.4M
|
268K
$23.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
428K+ 10.17% |
$34.7M - $37.4M
|
4.64M
$411M
|
|
|
Nov 13, 2025
Q3 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
296+ 0.62% |
$24K - $25.8K
|
48K
$4.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-12.3K- 13.25% |
$998K - $1.07M
|
80.5K
$7.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
32.5KNew |
$2.64M - $2.84M
|
32.5K
$2.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
13.5KNew |
$1.09M - $1.18M
|
13.5K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-1.26M- 77.73% |
$102M - $110M
|
361K
$32M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.6KNew |
$373K - $402K
|
4.6K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
20.7K+ 109.27% |
$1.68M - $1.81M
|
39.7K
$3.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Volterra Technologies LP
New York, NY |
SELL
|
PUT |
-8.1K- 9.12% |
$657K - $707K
|
80.7K
$7.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.3K+ 1.5% |
$105K - $114K
|
88.2K
$7.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.33K- 3.89% |
$270K - $291K
|
82.3K
$7.31M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-903- 4.81% |
$73.3K - $78.8K
|
17.9K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.08K- 69.57% |
$493K - $531K
|
2.66K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.36K- 0.88% |
$354K - $381K
|
490K
$43.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-260- 8.45% |
$21.1K - $22.7K
|
2.82K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
150+ 15.0% |
$12.2K - $13.1K
|
1.15K
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.67K+ 112.76% |
$379K - $408K
|
8.81K
$782K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
96+ 1.5% |
$7.79K - $8.38K
|
6.49K
$576K
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-2.4K- 42.06% |
$195K - $210K
|
3.31K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.19K+ 4.4% |
$178K - $191K
|
52K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
77+ 2.76% |
$6.25K - $6.72K
|
2.87K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
115+ 8.79% |
$9.33K - $10K
|
1.42K
$126K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
26New |
$2.11K - $2.27K
|
26
$2.31K
|
|