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
|
Dearborn Partners LLC
|
BUY
|
- |
200+ 2.53% |
$16.2K - $17.5K
|
8.1K
$719K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
196+ 0.86% |
$15.9K - $17.1K
|
23K
$2.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
196+ 2.52% |
$15.9K - $17.1K
|
7.97K
$708K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
190+ 4.22% |
$15.4K - $16.6K
|
4.69K
$416K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
183+ 4.09% |
$14.8K - $16K
|
4.66K
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
175+ 6.51% |
$14.2K - $15.3K
|
2.86K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
171+ 4.54% |
$13.9K - $14.9K
|
3.94K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
150+ 15.0% |
$12.2K - $13.1K
|
1.15K
$102K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
147+ 0.4% |
$11.9K - $12.8K
|
37K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
142+ 2.42% |
$11.5K - $12.4K
|
6.01K
$533K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
141+ 4.39% |
$11.4K - $12.3K
|
3.35K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
136+ 1.25% |
$11K - $11.9K
|
11K
$976K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 2.2% |
$11K - $11.8K
|
6.27K
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
132+ 0.34% |
$10.7K - $11.5K
|
39.2K
$3.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
127+ 0.91% |
$10.3K - $11.1K
|
14.1K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
125+ 1.42% |
$10.1K - $10.9K
|
8.93K
$793K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
123+ 0.66% |
$9.98K - $10.7K
|
18.8K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
120+ 2.12% |
$9.74K - $10.5K
|
5.77K
$513K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
120+ 2.15% |
$9.74K - $10.5K
|
5.7K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
118New |
$9.57K - $10.3K
|
118
$10.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
115+ 8.79% |
$9.33K - $10K
|
1.42K
$126K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
114+ 1.1% |
$9.25K - $9.95K
|
10.5K
$934K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
111+ 20.71% |
$9.01K - $9.69K
|
647
$57.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
111+ 1.16% |
$9.01K - $9.69K
|
9.68K
$859K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
109+ 1.54% |
$8.84K - $9.52K
|
7.17K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
107+ 0.6% |
$8.68K - $9.34K
|
17.9K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
106+ 504.76% |
$8.6K - $9.26K
|
127
$11.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
105+ 2.47% |
$8.52K - $9.17K
|
4.36K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
96+ 42.67% |
$7.79K - $8.38K
|
321
$28.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
96+ 1.5% |
$7.79K - $8.38K
|
6.49K
$576K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
85+ 1.96% |
$6.9K - $7.42K
|
4.43K
$393K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
79New |
$6.41K - $6.9K
|
79
$7.01K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
78+ 0.66% |
$6.33K - $6.81K
|
11.9K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
77+ 2.76% |
$6.25K - $6.72K
|
2.87K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 23.44% |
$6.09K - $6.55K
|
395
$35.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
65+ 0.22% |
$5.27K - $5.68K
|
29.2K
$2.59M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
65+ 6.99% |
$5.27K - $5.68K
|
995
$88.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
61+ 96.83% |
$4.95K - $5.33K
|
124
$11K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
60+ 0.29% |
$4.87K - $5.24K
|
20.5K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
57+ 1.99% |
$4.62K - $4.98K
|
2.93K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57+ 2.13% |
$4.62K - $4.98K
|
2.74K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
52+ 3.81% |
$4.22K - $4.54K
|
1.42K
$126K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
52+ 1.82% |
$4.22K - $4.54K
|
2.9K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 1.83% |
$4.06K - $4.37K
|
2.78K
$247K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50+ 0.3% |
$4.06K - $4.37K
|
16.7K
$1.48M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
42New |
$3.41K - $3.67K
|
42
$3.73K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
39+ 0.34% |
$3.16K - $3.41K
|
11.6K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
39+ 0.17% |
$3.16K - $3.41K
|
23.1K
$2.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.1% |
$2.92K - $3.14K
|
37.6K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
34+ 0.27% |
$2.76K - $2.97K
|
12.7K
$1.13M
|
|