Latest Institutional Purchases of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
429K+ 588.39% |
$37.7M - $39.8M
|
502K
$44.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
298K+ 95.55% |
$26.2M - $27.7M
|
610K
$54.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280K+ 132.71% |
$24.6M - $26M
|
491K
$43.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
263K+ 287.23% |
$23.1M - $24.4M
|
354K
$31.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
249K+ 246.42% |
$21.9M - $23.1M
|
350K
$31M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
216K+ 769.98% |
$19M - $20.1M
|
244K
$21.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
194K+ 94.98% |
$17M - $18M
|
398K
$35.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
188K+ 115.58% |
$16.5M - $17.5M
|
351K
$31.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
164K+ 92.87% |
$14.4M - $15.2M
|
340K
$30.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
161K+ 144.53% |
$14.1M - $14.9M
|
272K
$24.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
153K+ 97.25% |
$13.5M - $14.2M
|
310K
$27.6M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
150K+ 91.6% |
$13.2M - $13.9M
|
314K
$27.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
118K+ 104.01% |
$10.4M - $11M
|
231K
$20.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 108.81% |
$10M - $10.6M
|
219K
$19.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
114K+ 103.69% |
$10M - $10.6M
|
223K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
106K+ 101.04% |
$9.36M - $9.89M
|
212K
$18.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
104K+ 97.29% |
$9.13M - $9.65M
|
211K
$18.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
103K+ 146.42% |
$9.01M - $9.52M
|
173K
$15.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
96.5K+ 116.05% |
$8.48M - $8.97M
|
180K
$15.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
87K+ 114.28% |
$7.65M - $8.08M
|
163K
$14.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
85.5KNew |
$7.51M - $7.94M
|
85.5K
$7.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81K+ 108.45% |
$7.12M - $7.52M
|
156K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
78.3K+ 99.15% |
$6.88M - $7.27M
|
157K
$14M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
78.3K+ 100.62% |
$6.88M - $7.27M
|
156K
$13.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
77.4K+ 142.06% |
$6.8M - $7.19M
|
132K
$11.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
76.8K+ 125.29% |
$6.75M - $7.13M
|
138K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
75.3K+ 100.65% |
$6.61M - $6.99M
|
150K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
74.2K+ 111.42% |
$6.52M - $6.89M
|
141K
$12.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 82.58% |
$6.14M - $6.49M
|
155K
$13.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.6K+ 251.37% |
$6.11M - $6.46M
|
97.2K
$8.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
68.4KNew |
$6.01M - $6.35M
|
68.4K
$6.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
63.6K+ 96.42% |
$5.59M - $5.91M
|
130K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
63.1K+ 71.91% |
$5.54M - $5.86M
|
151K
$13.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
60.8K+ 107.47% |
$5.34M - $5.65M
|
117K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
60.7K+ 96.01% |
$5.33M - $5.64M
|
124K
$11M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58.8K+ 69.25% |
$5.16M - $5.46M
|
144K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.4K+ 301.18% |
$5.13M - $5.43M
|
77.8K
$6.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
53K+ 93.75% |
$4.66M - $4.92M
|
110K
$9.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
49.2K+ 156.5% |
$4.33M - $4.57M
|
80.7K
$7.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
49.1KNew |
$4.32M - $4.56M
|
49.1K
$4.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
46.2K+ 136.98% |
$4.06M - $4.29M
|
80K
$7.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
45K+ 178.49% |
$3.95M - $4.18M
|
70.2K
$6.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
45K+ 97.88% |
$3.95M - $4.18M
|
90.9K
$8.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
43.2K+ 99.38% |
$3.8M - $4.02M
|
86.7K
$7.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42.3K+ 112.91% |
$3.72M - $3.93M
|
79.8K
$7.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
41.5K+ 98.48% |
$3.65M - $3.85M
|
83.6K
$7.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
41.4K+ 177.24% |
$3.64M - $3.85M
|
64.8K
$5.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
39.4KNew |
$3.47M - $3.66M
|
39.4K
$3.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
39.3K+ 110.26% |
$3.45M - $3.65M
|
74.9K
$6.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
39.2K+ 106.56% |
$3.45M - $3.64M
|
76K
$6.75M
|
|