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 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
525+ 16.41% |
$42.6K - $45.8K
|
3.73K
$331K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
524+ 16.62% |
$42.5K - $45.8K
|
3.68K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
485+ 9.31% |
$39.4K - $42.4K
|
5.69K
$505K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
485New |
$39.4K - $42.4K
|
485
$43K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
480New |
$38.9K - $41.9K
|
480
$42.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
473+ 3.45% |
$38.4K - $41.3K
|
14.2K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
473New |
$38.4K - $41.3K
|
473
$42K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
470+ 3.4% |
$38.1K - $41K
|
14.3K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
470+ 1.1% |
$38.1K - $41K
|
43.1K
$3.82M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
470+ 8.1% |
$38.1K - $41K
|
6.27K
$557K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
469+ 203.03% |
$38.1K - $41K
|
700
$62.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
467+ 6.22% |
$37.9K - $40.8K
|
7.97K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
421+ 0.89% |
$34.2K - $36.8K
|
47.9K
$4.26M
|
|
|
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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
375+ 2.71% |
$30.4K - $32.7K
|
14.2K
$1.26M
|
|
|
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 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
|
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
|
|
|
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 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
214+ 1.03% |
$17.4K - $18.7K
|
21K
$1.86M
|
|
|
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
|
|