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
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
420+ 1.49% |
$34.1K - $36.7K
|
28.6K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
411+ 2.2% |
$33.3K - $35.9K
|
19.1K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
409+ 12.69% |
$33.2K - $35.7K
|
3.63K
$322K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
406+ 3.26% |
$32.9K - $35.5K
|
12.9K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
405+ 6.84% |
$32.9K - $35.4K
|
6.33K
$561K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
402+ 1.56% |
$32.6K - $35.1K
|
26.2K
$2.33M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$32.5K - $34.9K
|
400
$35.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400+ 33.56% |
$32.5K - $34.9K
|
1.59K
$141K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
387+ 774.0% |
$31.4K - $33.8K
|
437
$38.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
380+ 2.31% |
$30.8K - $33.2K
|
16.9K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
377+ 3.91% |
$30.6K - $32.9K
|
10K
$890K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
375+ 2.71% |
$30.4K - $32.7K
|
14.2K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
375+ 2.76% |
$30.4K - $32.7K
|
14K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
374+ 24.93% |
$30.3K - $32.7K
|
1.87K
$166K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
374+ 3.07% |
$30.3K - $32.7K
|
12.6K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
350+ 1.81% |
$28.4K - $30.6K
|
19.7K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
342+ 3.52% |
$27.7K - $29.9K
|
10K
$892K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
341New |
$27.7K - $29.8K
|
341
$30.3K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
338+ 9.67% |
$27.4K - $29.5K
|
3.83K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
338+ 6.37% |
$27.4K - $29.5K
|
5.64K
$501K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
331+ 6.97% |
$26.9K - $28.9K
|
5.08K
$451K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
330+ 3.9% |
$26.8K - $28.8K
|
8.8K
$781K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
328+ 1.57% |
$26.6K - $28.6K
|
21.2K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
313+ 8.88% |
$25.4K - $27.3K
|
3.84K
$341K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
310+ 7.81% |
$25.2K - $27.1K
|
4.28K
$380K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
308+ 5.43% |
$25K - $26.9K
|
5.98K
$531K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
302+ 16.71% |
$24.5K - $26.4K
|
2.11K
$187K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
301+ 0.43% |
$24.4K - $26.3K
|
69.5K
$6.17M
|
|
|
Nov 13, 2025
Q3 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
296+ 0.62% |
$24K - $25.8K
|
48K
$4.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
285+ 0.98% |
$23.1K - $24.9K
|
29.3K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
277New |
$22.5K - $24.2K
|
277
$24.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
273+ 0.86% |
$22.2K - $23.8K
|
32K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
272+ 7.64% |
$22.1K - $23.8K
|
3.83K
$340K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
272+ 4.86% |
$22.1K - $23.8K
|
5.86K
$520K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
270+ 2.53% |
$21.9K - $23.6K
|
11K
$972K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
264+ 3.88% |
$21.4K - $23.1K
|
7.07K
$628K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
255+ 7.99% |
$20.7K - $22.3K
|
3.45K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
254+ 5.84% |
$20.6K - $22.2K
|
4.61K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
254+ 1.38% |
$20.6K - $22.2K
|
18.7K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
251+ 8.77% |
$20.4K - $21.9K
|
3.11K
$276K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
244+ 2.68% |
$19.8K - $21.3K
|
9.35K
$830K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
232+ 0.56% |
$18.8K - $20.3K
|
41.4K
$3.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
230+ 1.56% |
$18.7K - $20.1K
|
15K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
230+ 4.28% |
$18.7K - $20.1K
|
5.6K
$497K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
221+ 3.24% |
$17.9K - $19.3K
|
7.04K
$625K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
214+ 1.03% |
$17.4K - $18.7K
|
21K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
211+ 0.46% |
$17.1K - $18.4K
|
46K
$4.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
204+ 2.62% |
$16.6K - $17.8K
|
8K
$710K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
202+ 7.67% |
$16.4K - $17.6K
|
2.84K
$252K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
202+ 4.67% |
$16.4K - $17.6K
|
4.53K
$402K
|
|