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 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.63KNew |
$213K - $229K
|
2.63K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.59KNew |
$210K - $226K
|
2.59K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.58K+ 2.69% |
$210K - $226K
|
98.6K
$8.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.55KNew |
$207K - $223K
|
2.55K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$203K - $218K
|
2.5K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.5KNew |
$203K - $218K
|
2.5K
$222K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.47KNew |
$200K - $216K
|
2.47K
$219K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.47KNew |
$200K - $216K
|
2.47K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.47K+ 16.01% |
$200K - $215K
|
17.9K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.47K+ 80.61% |
$200K - $215K
|
5.52K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.46K+ 1.82% |
$200K - $215K
|
138K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.46K+ 3.89% |
$199K - $214K
|
65.5K
$5.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.4KNew |
$195K - $210K
|
2.4K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.4K+ 19.13% |
$195K - $210K
|
14.9K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.37K+ 19.1% |
$193K - $207K
|
14.8K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
2.37KNew |
$192K - $207K
|
2.37K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.35KNew |
$191K - $205K
|
2.35K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.35KNew |
$191K - $205K
|
2.35K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.34KNew |
$190K - $204K
|
2.34K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.33KNew |
$189K - $203K
|
2.33K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 85.84% |
$185K - $199K
|
4.92K
$437K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.26K+ 8.64% |
$184K - $198K
|
28.5K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.25K+ 3.11% |
$183K - $197K
|
74.6K
$6.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
2.2K+ 5.33% |
$179K - $192K
|
43.5K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.19K+ 4.4% |
$178K - $191K
|
52K
$4.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.14K+ 14.28% |
$173K - $186K
|
17.1K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.1KNew |
$170K - $183K
|
2.1K
$186K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
PUT |
2KNew |
$162K - $175K
|
2K
$178K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.97K+ 53.25% |
$160K - $172K
|
5.68K
$504K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
1.96K+ 6.36% |
$159K - $171K
|
32.8K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.87KNew |
$152K - $163K
|
1.87K
$166K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.84K+ 61.87% |
$150K - $161K
|
4.82K
$428K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 2.55% |
$143K - $154K
|
71K
$6.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.66K+ 1.9% |
$135K - $145K
|
88.9K
$7.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 3.53% |
$133K - $143K
|
48.2K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.64KNew |
$133K - $143K
|
1.64K
$145K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.62K+ 22.97% |
$131K - $141K
|
8.67K
$769K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.59K+ 33.07% |
$129K - $138K
|
6.38K
$566K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.51K+ 21.24% |
$123K - $132K
|
8.63K
$766K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.5K+ 2.53% |
$122K - $131K
|
60.8K
$5.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$122K - $131K
|
1.5K
$133K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.49K+ 4.76% |
$121K - $130K
|
32.7K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.48K+ 6.28% |
$120K - $129K
|
25.1K
$2.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.46K+ 0.76% |
$118K - $127K
|
194K
$17.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.43K+ 2.69% |
$116K - $125K
|
54.7K
$4.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.37K+ 2.53% |
$111K - $119K
|
55.3K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.36K+ 38.73% |
$110K - $119K
|
4.86K
$432K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.32K+ 22.76% |
$107K - $115K
|
7.11K
$631K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.31K+ 1.95% |
$106K - $114K
|
68.4K
$6.07M
|
|