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 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 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
150K+ 91.6% |
$13.2M - $13.9M
|
314K
$27.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
106K+ 101.04% |
$9.36M - $9.89M
|
212K
$18.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
87K+ 114.28% |
$7.65M - $8.08M
|
163K
$14.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81K+ 108.45% |
$7.12M - $7.52M
|
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 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
60.7K+ 96.01% |
$5.33M - $5.64M
|
124K
$11M
|
|
|
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 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 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37.6K+ 122.69% |
$3.3M - $3.49M
|
68.2K
$6.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
36.9K+ 105.61% |
$3.24M - $3.43M
|
71.8K
$6.37M
|
|
|
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 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32.9K+ 95.9% |
$2.9M - $3.06M
|
67.3K
$5.97M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
30.1K+ 99.68% |
$2.64M - $2.79M
|
60.2K
$5.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
22.6K+ 116.4% |
$1.98M - $2.1M
|
42K
$3.72M
|
|
|
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 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 115.67% |
$1.68M - $1.77M
|
35.6K
$3.16M
|
|
|
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 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.6K+ 86.69% |
$1.37M - $1.45M
|
33.6K
$2.99M
|
|
|
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 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$1.01M - $1.06M
|
11.4K
$1.01M
|
|
|
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 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.96K+ 127.99% |
$875K - $925K
|
17.7K
$1.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
9.08K+ 94.07% |
$798K - $843K
|
18.7K
$1.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.59K+ 187.41% |
$755K - $798K
|
13.2K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
7.92K+ 160.91% |
$696K - $736K
|
12.8K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
7.91K+ 89.95% |
$695K - $735K
|
16.7K
$1.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
7.3K+ 129.58% |
$642K - $678K
|
12.9K
$1.15M
|
|
|
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 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.96KNew |
$524K - $554K
|
5.96K
$529K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.85K+ 101.57% |
$426K - $450K
|
9.62K
$853K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.83K+ 91.52% |
$425K - $449K
|
10.1K
$898K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.41K+ 101.05% |
$388K - $410K
|
8.78K
$779K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.37K+ 96.6% |
$384K - $406K
|
8.9K
$790K
|
|
|
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 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.93K+ 125.17% |
$258K - $273K
|
5.28K
$468K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.9K+ 100.03% |
$255K - $269K
|
5.8K
$515K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
2.59K+ 100.0% |
$227K - $240K
|
5.17K
$459K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
1.85K+ 243.61% |
$163K - $172K
|
2.61K
$231K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.55K+ 1395.5% |
$136K - $144K
|
1.66K
$147K
|
|