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 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
263K+ 287.23% |
$23.1M - $24.4M
|
354K
$31.5M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
150K+ 91.6% |
$13.2M - $13.9M
|
314K
$27.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
87K+ 114.28% |
$7.65M - $8.08M
|
163K
$14.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
49.2K+ 156.5% |
$4.33M - $4.57M
|
80.7K
$7.16M
|
|
|
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 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 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
33.5K+ 152.83% |
$2.94M - $3.11M
|
55.4K
$4.92M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
30.1K+ 99.68% |
$2.64M - $2.79M
|
60.2K
$5.35M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.1K+ 132.32% |
$1.86M - $1.96M
|
37.1K
$3.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
17.3K+ 96.8% |
$1.52M - $1.61M
|
35.2K
$3.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.6K+ 83.82% |
$1.11M - $1.17M
|
27.7K
$2.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
12.5K+ 167.68% |
$1.1M - $1.16M
|
19.9K
$1.77M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
11K+ 92.87% |
$966K - $1.02M
|
22.8K
$2.03M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
10.6K+ 100.94% |
$934K - $988K
|
21.2K
$1.88M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
9.08K+ 94.07% |
$798K - $843K
|
18.7K
$1.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
7.91K+ 89.95% |
$695K - $735K
|
16.7K
$1.48M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.11K+ 100.0% |
$625K - $660K
|
14.2K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 93.48% |
$597K - $632K
|
14.1K
$1.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.1K+ 89.63% |
$360K - $380K
|
8.66K
$769K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.61K+ 100.03% |
$317K - $335K
|
7.22K
$641K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.41K+ 92.43% |
$299K - $317K
|
7.09K
$630K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.09K+ 100.0% |
$272K - $287K
|
6.19K
$549K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
1.85K+ 243.61% |
$163K - $172K
|
2.61K
$231K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
862+ 100.0% |
$75.8K - $80.1K
|
1.72K
$153K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
495+ 162.3% |
$43.5K - $46K
|
800
$71K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
444+ 4440.0% |
$39K - $41.2K
|
454
$40.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
163+ 100.0% |
$14.3K - $15.1K
|
326
$28.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
113+ 102.73% |
$9.93K - $10.5K
|
223
$19.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
85+ 100.0% |
$7.47K - $7.9K
|
170
$15.1K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.99M+ 89.21% |
$324M - $349M
|
8.47M
$752M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.15M+ 157.63% |
$174M - $188M
|
3.51M
$312M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67M+ 14.07% |
$136M - $146M
|
13.6M
$1.2B
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.43M+ 82.0% |
$116M - $125M
|
3.18M
$282M
|
|
|
Nov 10, 2025
Q3 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
1.37MNew |
$111M - $120M
|
1.37M
$122M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.34M+ 245.99% |
$109M - $117M
|
1.89M
$168M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32M+ 615.29% |
$107M - $115M
|
1.53M
$136M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1.24M+ 95595.68% |
$101M - $108M
|
1.24M
$110M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.12M+ 136.15% |
$91.2M - $98.2M
|
1.95M
$173M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
987K+ 24.3% |
$80.1M - $86.2M
|
5.05M
$448M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
968K+ 27.49% |
$78.6M - $84.6M
|
4.49M
$399M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
619KNew |
$50.2M - $54M
|
619K
$54.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
611K+ 21.57% |
$49.5M - $53.3M
|
3.44M
$305M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
579KNew |
$46.9M - $50.5M
|
579K
$51.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
575K+ 53.71% |
$46.6M - $50.2M
|
1.64M
$146M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
540K+ 1892.57% |
$43.8M - $47.1M
|
568K
$50.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
536K+ 316.93% |
$43.5M - $46.8M
|
705K
$62.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Georgetown University
Washington, DC |
BUY
|
- |
476KNew |
$38.6M - $41.5M
|
476K
$42.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
431KNew |
$35M - $37.7M
|
431K
$38.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
428K+ 10.17% |
$34.7M - $37.4M
|
4.64M
$411M
|
|