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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32.9K+ 95.9% |
$2.9M - $3.06M
|
67.3K
$5.97M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
32.6K+ 97.06% |
$2.86M - $3.03M
|
66.1K
$5.87M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
30.1K+ 99.68% |
$2.64M - $2.79M
|
60.2K
$5.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
29.8K+ 101.49% |
$2.62M - $2.77M
|
59.1K
$5.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Savior LLC
|
BUY
|
- |
27.7K+ 115.84% |
$2.43M - $2.57M
|
51.6K
$4.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27.5K+ 89.91% |
$2.42M - $2.56M
|
58.1K
$5.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.8K+ 99.59% |
$2.26M - $2.39M
|
51.6K
$4.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
25.2K+ 90.45% |
$2.21M - $2.34M
|
53K
$4.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
22.7K+ 102.22% |
$2M - $2.11M
|
45K
$3.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
22.6K+ 116.4% |
$1.98M - $2.1M
|
42K
$3.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
22.3K+ 107.23% |
$1.96M - $2.07M
|
43K
$3.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.2K+ 88.98% |
$1.87M - $1.97M
|
45.1K
$4M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.1K+ 132.32% |
$1.86M - $1.96M
|
37.1K
$3.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21K+ 72.71% |
$1.85M - $1.95M
|
49.9K
$4.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
20.7K+ 97.32% |
$1.82M - $1.92M
|
41.9K
$3.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
19.9K+ 87.0% |
$1.75M - $1.85M
|
42.7K
$3.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19.4K+ 99.8% |
$1.7M - $1.8M
|
38.8K
$3.44M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
19.3K+ 98.18% |
$1.7M - $1.8M
|
39K
$3.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 115.67% |
$1.68M - $1.77M
|
35.6K
$3.16M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18.7K+ 115.39% |
$1.65M - $1.74M
|
35K
$3.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
17.3K+ 96.8% |
$1.52M - $1.61M
|
35.2K
$3.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
17.3K+ 131.57% |
$1.52M - $1.61M
|
30.4K
$2.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
16.7KNew |
$1.47M - $1.55M
|
16.7K
$1.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 109.81% |
$1.44M - $1.52M
|
31.3K
$2.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15.8K+ 99.84% |
$1.39M - $1.47M
|
31.6K
$2.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.6K+ 86.69% |
$1.37M - $1.45M
|
33.6K
$2.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
15.4K+ 110.1% |
$1.36M - $1.43M
|
29.4K
$2.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
14.8K+ 99.02% |
$1.3M - $1.37M
|
29.7K
$2.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.4K+ 111.37% |
$1.27M - $1.34M
|
27.4K
$2.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
14.4K+ 107.84% |
$1.27M - $1.34M
|
27.8K
$2.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
13.8K+ 99.57% |
$1.22M - $1.28M
|
27.7K
$2.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
13.6K+ 106.94% |
$1.19M - $1.26M
|
26.2K
$2.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13.3K+ 99.2% |
$1.17M - $1.23M
|
26.6K
$2.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
13.3K+ 101.26% |
$1.16M - $1.23M
|
26.3K
$2.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.8K+ 100.0% |
$1.12M - $1.19M
|
25.6K
$2.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.6K+ 83.82% |
$1.11M - $1.17M
|
27.7K
$2.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12.6K+ 96.01% |
$1.11M - $1.17M
|
25.7K
$2.28M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
12.5K+ 167.68% |
$1.1M - $1.16M
|
19.9K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
11.9K+ 119.03% |
$1.05M - $1.11M
|
22K
$1.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
11.9K+ 99.15% |
$1.05M - $1.11M
|
24K
$2.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
11.9K+ 100.01% |
$1.05M - $1.11M
|
23.8K
$2.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
11.6K+ 101.8% |
$1.02M - $1.07M
|
22.9K
$2.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$1.01M - $1.06M
|
11.4K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
11.2K+ 95.25% |
$984K - $1.04M
|
23K
$2.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
11.2K+ 100.9% |
$983K - $1.04M
|
22.3K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
11K+ 125.13% |
$967K - $1.02M
|
19.8K
$1.76M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
11K+ 92.87% |
$966K - $1.02M
|
22.8K
$2.03M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.8K+ 105.08% |
$946K - $1M
|
21K
$1.87M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
10.6K+ 100.94% |
$934K - $988K
|
21.2K
$1.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
10.1K+ 111.13% |
$892K - $943K
|
19.3K
$1.71M
|
|