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 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.27K+ 21.06% |
$103K - $111K
|
7.3K
$648K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.2K+ 87.36% |
$909K - $978K
|
24K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-956- 1.41% |
$77.6K - $83.5K
|
66.9K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
272+ 7.64% |
$22.1K - $23.8K
|
3.83K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.02K+ 10.02% |
$82.7K - $89K
|
11.2K
$993K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21K+ 19.94% |
$1.7M - $1.83M
|
126K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.86KNew |
$313K - $337K
|
3.86K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-13- 0.81% |
$1.05K - $1.14K
|
1.6K
$142K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.78K- 84.19% |
$388K - $417K
|
897
$79.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.9K- 6.75% |
$2.83M - $3.05M
|
482K
$42.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
14+ 2.37% |
$1.14K - $1.22K
|
604
$53.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-9.81K- 8.47% |
$796K - $857K
|
106K
$9.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
37.5K+ 4514.2% |
$3.04M - $3.28M
|
38.3K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.47K+ 6.45% |
$768K - $827K
|
156K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-146- 1.76% |
$11.8K - $12.7K
|
8.13K
$722K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
254+ 5.84% |
$20.6K - $22.2K
|
4.61K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
273+ 0.86% |
$22.2K - $23.8K
|
32K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-355- 7.91% |
$28.8K - $31K
|
4.13K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
120+ 2.15% |
$9.74K - $10.5K
|
5.7K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.99K+ 93.13% |
$243K - $261K
|
6.21K
$551K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-19- 0.04% |
$1.54K - $1.66K
|
52K
$4.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-483- 1.7% |
$39.2K - $42.2K
|
28K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.17KNew |
$257K - $277K
|
3.17K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14.6K- 53.64% |
$1.18M - $1.27M
|
12.6K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.87K- 14.4% |
$558K - $600K
|
40.9K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 17.28% |
$246K - $264K
|
14.5K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.63K- 6.54% |
$133K - $143K
|
23.3K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.73M- 98.91% |
$708M - $762M
|
96.6K
$8.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
540K+ 1892.57% |
$43.8M - $47.1M
|
568K
$50.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.35K+ 67.11% |
$515K - $555K
|
15.8K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
106+ 504.76% |
$8.6K - $9.26K
|
127
$11.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
431KNew |
$35M - $37.7M
|
431K
$38.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.87K- 4.65% |
$314K - $338K
|
79.2K
$7.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
30.1K+ 5.89% |
$2.44M - $2.63M
|
541K
$48M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.57K+ 5.63% |
$289K - $311K
|
66.9K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-30- 0.33% |
$2.43K - $2.62K
|
9.1K
$808K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-912- 2.84% |
$74K - $79.6K
|
31.2K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.55K- 11.54% |
$126K - $135K
|
11.9K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 12.97% |
$1.02M - $1.1M
|
84.6K
$7.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 2.12% |
$12.4M - $13.4M
|
7.36M
$653M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
745+ 23.73% |
$60.4K - $65.1K
|
3.88K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
467+ 6.22% |
$37.9K - $40.8K
|
7.97K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.67K- 3.02% |
$216K - $233K
|
85.6K
$7.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
32.2K+ 583.86% |
$2.62M - $2.82M
|
37.8K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.59K+ 33.07% |
$129K - $138K
|
6.38K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
188K+ 25.42% |
$15.3M - $16.4M
|
929K
$82.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
611+ 3.64% |
$49.6K - $53.4K
|
17.4K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-243- 5.84% |
$19.7K - $21.2K
|
3.92K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-742- 16.93% |
$60.2K - $64.8K
|
3.64K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.59KNew |
$210K - $226K
|
2.59K
$229K
|
|