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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.22K+ 10.63% |
$98.8K - $106K
|
12.7K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.21K+ 27.44% |
$98.4K - $106K
|
5.63K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.2K+ 3.56% |
$97.4K - $105K
|
34.9K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.11% |
$97.4K - $105K
|
109K
$9.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.18K+ 4.09% |
$95.3K - $103K
|
29.9K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17K+ 200.0% |
$94.6K - $102K
|
1.75K
$155K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.12K+ 2.51% |
$91.1K - $98.1K
|
45.8K
$4.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.11K+ 10.23% |
$89.9K - $96.8K
|
11.9K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.1K+ 68.75% |
$89.3K - $96.1K
|
2.7K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.09K+ 34.33% |
$88.4K - $95.2K
|
4.27K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.09K+ 30.58% |
$88.3K - $95K
|
4.65K
$412K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.08K+ 3.02% |
$87.8K - $94.5K
|
36.9K
$3.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$87.5K - $94.1K
|
84.6K
$7.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.05K+ 4.42% |
$85.2K - $91.7K
|
24.8K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 25.98% |
$85.1K - $91.6K
|
5.09K
$451K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.05K+ 11.84% |
$84.9K - $91.3K
|
9.88K
$877K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 4.26% |
$84.7K - $91.2K
|
25.6K
$2.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.04K+ 21.36% |
$84.5K - $90.9K
|
5.92K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.02K+ 10.02% |
$82.7K - $89K
|
11.2K
$993K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.01K+ 19.5% |
$82.3K - $88.5K
|
6.21K
$552K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.01K+ 7.74% |
$81.7K - $87.9K
|
14K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
974+ 1.34% |
$79K - $85K
|
73.8K
$6.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
956+ 32.58% |
$77.6K - $83.5K
|
3.89K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
954+ 20.87% |
$77.4K - $83.3K
|
5.53K
$490K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
953+ 3.21% |
$77.3K - $83.2K
|
30.6K
$2.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
950+ 12.84% |
$77.1K - $83K
|
8.35K
$741K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
933+ 16.52% |
$75.7K - $81.5K
|
6.58K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
923New |
$74.9K - $80.6K
|
923
$81.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
900+ 18.47% |
$73K - $78.6K
|
5.77K
$512K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
896+ 4.24% |
$72.7K - $78.2K
|
22K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
874+ 2.31% |
$70.9K - $76.3K
|
38.8K
$3.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
863+ 4.06% |
$70K - $75.4K
|
22.1K
$1.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
863+ 31.1% |
$70K - $75.4K
|
3.64K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
850+ 13.6% |
$69K - $74.2K
|
7.1K
$630K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
842+ 28.89% |
$68.3K - $73.5K
|
3.76K
$333K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
833+ 4.01% |
$67.6K - $72.7K
|
21.6K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
825New |
$66.9K - $72K
|
825
$73.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
825+ 5.79% |
$66.9K - $72K
|
15.1K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
800+ 24.62% |
$64.9K - $69.9K
|
4.05K
$359K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
796+ 4.77% |
$64.6K - $69.5K
|
17.5K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
795+ 0.91% |
$64.5K - $69.4K
|
87.7K
$7.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
792+ 20.17% |
$64.3K - $69.2K
|
4.72K
$419K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
777+ 16.33% |
$63K - $67.8K
|
5.53K
$491K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
773+ 17.12% |
$62.7K - $67.5K
|
5.29K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
772+ 1.75% |
$62.6K - $67.4K
|
44.8K
$3.98M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
766+ 2.2% |
$62.2K - $66.9K
|
35.6K
$3.16M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
749+ 4.34% |
$60.8K - $65.4K
|
18K
$1.6M
|
|
|
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
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
745+ 14.66% |
$60.4K - $65.1K
|
5.83K
$517K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
717+ 1.95% |
$58.2K - $62.6K
|
37.5K
$3.33M
|
|