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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 2.55% |
$143K - $154K
|
71K
$6.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.68K+ 3.19% |
$136K - $147K
|
54.3K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.66K+ 1.9% |
$135K - $145K
|
88.9K
$7.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
1.65K+ 4.73% |
$134K - $144K
|
36.5K
$3.24M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.3K+ 1.5% |
$105K - $114K
|
88.2K
$7.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.29K+ 22.42% |
$105K - $112K
|
7.03K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.28K+ 23.54% |
$104K - $111K
|
6.7K
$594K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.27K+ 5.41% |
$103K - $111K
|
24.8K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.27K+ 21.06% |
$103K - $111K
|
7.3K
$648K
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.26KNew |
$102K - $110K
|
1.26K
$112K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 39.42% |
$99.6K - $107K
|
4.34K
$385K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.11% |
$97.4K - $105K
|
109K
$9.7M
|
|
|
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
|
|
|
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 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
|
|
|
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 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 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 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
|
|