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 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
|
|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.02% |
$81.1 - $87.3
|
6.25K
$554K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.43% |
$81.1 - $87.3
|
234
$20.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.55MNew |
$113M - $128M
|
1.55M
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
1MNew |
$73.1M - $82.8M
|
1M
$88.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
606KNew |
$44.3M - $50.2M
|
606K
$53.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
577KNew |
$42.2M - $47.8M
|
577K
$51.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
530K+ 5207.25% |
$38.8M - $43.9M
|
540K
$48M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
275K+ 1375.98% |
$20.1M - $22.8M
|
295K
$26.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 8.67% |
$15.6M - $17.7M
|
2.68M
$238M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
157KNew |
$11.4M - $13M
|
157K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
156KNew |
$11.4M - $12.9M
|
156K
$13.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
79.2KNew |
$5.79M - $6.56M
|
79.2K
$7.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
73.4KNew |
$5.37M - $6.08M
|
73.4K
$6.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.8K+ 37.09% |
$4.81M - $5.45M
|
243K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
39.8K+ 169.36% |
$2.91M - $3.29M
|
63.3K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.8K+ 80.37% |
$2.84M - $3.21M
|
87.1K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
31.3KNew |
$2.29M - $2.59M
|
31.3K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
28.1KNew |
$2.06M - $2.33M
|
28.1K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.87M - $2.12M
|
25.6K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
25KNew |
$1.83M - $2.07M
|
25K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
23K+ 19.19% |
$1.68M - $1.91M
|
143K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
15.3K+ 229.73% |
$1.11M - $1.26M
|
21.9K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.8KNew |
$1.09M - $1.23M
|
14.8K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.3K+ 327.9% |
$1.04M - $1.18M
|
18.6K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.7KNew |
$929K - $1.05M
|
12.7K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$924K - $1.05M
|
12.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
12.2K+ 80.12% |
$895K - $1.01M
|
27.5K
$2.44M
|
|