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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.75K+ 4.35% |
$791K - $851K
|
234K
$20.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.73K+ 30.74% |
$790K - $850K
|
41.4K
$3.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.56KNew |
$776K - $835K
|
9.56K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.47K+ 6.45% |
$768K - $827K
|
156K
$13.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
9.35K+ 24.29% |
$758K - $816K
|
47.8K
$4.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
8.96KNew |
$727K - $782K
|
8.96K
$795K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.91K+ 1.89% |
$723K - $778K
|
480K
$42.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.58K+ 21.26% |
$696K - $749K
|
48.9K
$4.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.42K+ 22.16% |
$683K - $735K
|
46.4K
$4.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
8.41K+ 20033.33% |
$683K - $735K
|
8.46K
$751K
|
|
|
Nov 13, 2025
Q3 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
8.3KNew |
$673K - $725K
|
8.3K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.29K+ 52.88% |
$672K - $723K
|
24K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
8KNew |
$649K - $699K
|
8K
$710K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.86K+ 5.84% |
$638K - $686K
|
142K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.85K+ 5.65% |
$637K - $685K
|
147K
$13M
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
7.75K+ 3.15% |
$629K - $677K
|
254K
$22.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.68K+ 27.28% |
$623K - $670K
|
35.8K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.61KNew |
$617K - $664K
|
7.61K
$675K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.47K+ 11.77% |
$606K - $653K
|
71K
$6.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7.45K+ 141.21% |
$604K - $650K
|
12.7K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.35K+ 9.73% |
$596K - $642K
|
82.9K
$7.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.23K+ 141.13% |
$587K - $632K
|
12.4K
$1.1M
|
|
|
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
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
6.9KNew |
$560K - $603K
|
6.9K
$612K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
6.8K+ 200.62% |
$552K - $594K
|
10.2K
$904K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.53K+ 4.44% |
$530K - $570K
|
154K
$13.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.52K+ 26.93% |
$529K - $570K
|
30.7K
$2.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.48KNew |
$525K - $565K
|
6.48K
$575K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.36K+ 45.7% |
$516K - $555K
|
20.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.35K+ 67.11% |
$515K - $555K
|
15.8K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.31K+ 2.29% |
$512K - $551K
|
282K
$25M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.28K+ 19.87% |
$510K - $549K
|
37.9K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.17K+ 14.22% |
$500K - $538K
|
49.5K
$4.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
6.06KNew |
$492K - $529K
|
6.06K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.01KNew |
$488K - $525K
|
6.01K
$534K
|
|
|
Oct 28, 2025
Q3 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
6K+ 17.71% |
$487K - $524K
|
39.9K
$3.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.97K+ 30.81% |
$484K - $521K
|
25.3K
$2.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
5.9K+ 8.41% |
$479K - $515K
|
76.1K
$6.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.84KNew |
$474K - $510K
|
5.84K
$518K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.83KNew |
$473K - $509K
|
5.83K
$517K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.8KNew |
$471K - $506K
|
5.8K
$515K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.75K+ 10.22% |
$466K - $502K
|
62K
$5.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.73KNew |
$465K - $501K
|
5.73K
$509K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.56K+ 5.82% |
$451K - $486K
|
101K
$8.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.42K+ 2.64% |
$439K - $473K
|
210K
$18.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.27K+ 41.4% |
$427K - $460K
|
18K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.2K+ 6.53% |
$422K - $454K
|
84.8K
$7.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.19K+ 5.84% |
$421K - $453K
|
94.1K
$8.35M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
5.18KNew |
$420K - $452K
|
5.18K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.14K+ 20.11% |
$417K - $448K
|
30.7K
$2.72M
|
|