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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 6.85% |
$2.76K - $2.97K
|
530
$47K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$2.76K - $2.97K
|
34
$3.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
33+ 0.03% |
$2.68K - $2.88K
|
96.4K
$8.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33+ 0.15% |
$2.68K - $2.88K
|
21.7K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
32+ 0.15% |
$2.6K - $2.79K
|
21.2K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
29New |
$2.35K - $2.53K
|
29
$2.57K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$2.27K - $2.44K
|
28
$2.49K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
28+ 0.29% |
$2.27K - $2.44K
|
9.84K
$873K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
26New |
$2.11K - $2.27K
|
26
$2.31K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
26+ 0.96% |
$2.11K - $2.27K
|
2.74K
$243K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
20+ 0.64% |
$1.62K - $1.75K
|
3.15K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
19+ 0.64% |
$1.54K - $1.66K
|
2.98K
$265K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.85% |
$1.54K - $1.66K
|
2.25K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.2% |
$1.46K - $1.57K
|
8.87K
$787K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
18New |
$1.46K - $1.57K
|
18
$1.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.16% |
$1.38K - $1.48K
|
10.6K
$941K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.51% |
$1.38K - $1.48K
|
3.32K
$295K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
16+ 0.35% |
$1.3K - $1.4K
|
4.59K
$407K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15+ 0.44% |
$1.22K - $1.31K
|
3.43K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
14+ 2.37% |
$1.14K - $1.22K
|
604
$53.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13+ 0.48% |
$1.05K - $1.14K
|
2.73K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
12+ 0.27% |
$974 - $1.05K
|
4.39K
$390K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11+ 0.3% |
$893 - $961
|
3.64K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$811 - $873
|
4.65K
$412K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9New |
$730 - $786
|
9
$799
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8+ 0.67% |
$649 - $699
|
1.2K
$106K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.16% |
$568 - $611
|
4.28K
$380K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$487 - $524
|
9.71K
$862K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.13% |
$487 - $524
|
4.62K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.19% |
$487 - $524
|
3.13K
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 2.81% |
$406 - $437
|
183
$16.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.59% |
$406 - $437
|
846
$75.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.77% |
$325 - $349
|
524
$46.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$325 - $349
|
6.83K
$606K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.79% |
$243 - $262
|
383
$34K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.08% |
$243 - $262
|
3.88K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.54% |
$243 - $262
|
554
$49.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$243 - $262
|
3.44K
$306K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$162 - $175
|
2.02K
$180K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.06% |
$162 - $175
|
3.37K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2+ 0.49% |
$162 - $175
|
408
$36.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.03% |
$81.1 - $87.3
|
3.41K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$81.1 - $87.3
|
3.17K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.17% |
$81.1 - $87.3
|
576
$51.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 1.61% |
$81.1 - $87.3
|
63
$5.59K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
4.94K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.57% |
$81.1 - $87.3
|
176
$15.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.0% |
$81.1 - $87.3
|
21.6K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
4.75K
$421K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.01% |
$81.1 - $87.3
|
7.07K
$627K
|
|