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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.26K- 4.59% |
$102K - $110K
|
26.2K
$2.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
745+ 14.66% |
$60.4K - $65.1K
|
5.83K
$517K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-30- 0.39% |
$2.43K - $2.62K
|
7.64K
$678K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
469+ 203.03% |
$38.1K - $41K
|
700
$62.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.75K+ 4.35% |
$791K - $851K
|
234K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-181- 1.68% |
$14.7K - $15.8K
|
10.6K
$939K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
377+ 3.91% |
$30.6K - $32.9K
|
10K
$890K
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-189- 1.32% |
$15.3K - $16.5K
|
14.2K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-20.8K- 6.78% |
$1.69M - $1.82M
|
286K
$25.4M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
338+ 9.67% |
$27.4K - $29.5K
|
3.83K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.48K- 3.97% |
$120K - $129K
|
35.9K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-293- 0.68% |
$23.8K - $25.6K
|
42.9K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.16K- 8.14% |
$256K - $275K
|
35.6K
$3.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.54% |
$243 - $262
|
554
$49.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
420+ 1.49% |
$34.1K - $36.7K
|
28.6K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.11% |
$97.4K - $105K
|
109K
$9.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$203K - $218K
|
2.5K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13- 0.4% |
$1.05K - $1.14K
|
3.27K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
107+ 0.6% |
$8.68K - $9.34K
|
17.9K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.9KNew |
$560K - $603K
|
6.9K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-48- 0.21% |
$3.89K - $4.19K
|
22.4K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
6.9KNew |
$560K - $603K
|
6.9K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
11.5K+ 23.34% |
$934K - $1.01M
|
60.8K
$5.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.46K- 29.52% |
$200K - $215K
|
5.88K
$522K
|
|