Latest Institutional Purchases of Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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
Jul 15, 2025 Q2 2025
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
3.61K
New
$264K - $299K
3.61K $320K
Oct 16, 2025 Q2 2025
Invst, LLC

Indianapolis, IN
BUY
 -
3.51K
New
$257K - $291K
3.51K $312K
Jul 29, 2025 Q2 2025
Flc Capital Advisors

BUY
 -
3.4K
New
$249K - $282K
3.4K $302K
Jul 25, 2025 Q2 2025
Griffin Asset Management, Inc.

BUY
 -
3.22K
New
$235K - $266K
3.22K $286K
Aug 18, 2025 Q2 2025
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
3.21K
+ 9.96%
$234K - $265K
35.4K $3.14M
Aug 14, 2025 Q2 2025
Raine Capital LLC

BUY
 -
3.2K
New
$234K - $265K
3.2K $284K
Jul 15, 2025 Q2 2025
Castleview Partners, LLC

Dallas, TX
BUY
 -
3.12K
New
$228K - $258K
3.12K $277K
Aug 07, 2025 Q2 2025
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
3.06K
New
$223K - $253K
3.06K $271K
Aug 14, 2025 Q2 2025
Boothbay Fund Management, LLC

New York, NY
BUY
 -
3K
New
$219K - $248K
3K $266K
Aug 12, 2025 Q2 2025
Qvr LLC

BUY
 -
3K
New
$219K - $248K
3K $266K
Jul 15, 2025 Q2 2025
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
2.53K
New
$185K - $209K
2.53K $225K
Aug 05, 2025 Q2 2025
Mission Wealth Management, LP

BUY
 -
2.47K
New
$181K - $205K
2.47K $219K
Aug 13, 2025 Q2 2025
Hap Trading, LLC

New York, NY
BUY
 PUT
2.4K
+ 21.43%
$175K - $199K
13.6K $1.21M
Aug 11, 2025 Q2 2025
True Private Wealth Advisors

BUY
 -
2.22K
+ 6.5%
$162K - $184K
36.3K $3.22M
Jul 11, 2025 Q2 2025
Deane Retirement Strategies, Inc.

BUY
 -
1.83K
+ 1.65%
$134K - $152K
113K $10.1M
Aug 11, 2025 Q2 2025
Empowered Funds, LLC

BUY
 -
1.78K
+ 11.11%
$130K - $147K
17.8K $1.58M
Aug 13, 2025 Q2 2025
Exodus Point Capital Management, LP

New York, NY
BUY
 -
1.77K
+ 8.2%
$129K - $146K
23.4K $2.07M
Aug 13, 2025 Q2 2025
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
1.35K
+ 38.64%
$98.3K - $111K
4.83K $428K
Jul 16, 2025 Q2 2025
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
1.32K
New
$96.6K - $109K
1.32K $117K
Aug 11, 2025 Q2 2025
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
1.2K
+ 16.09%
$87.7K - $99.3K
8.66K $769K
Jul 18, 2025 Q2 2025
Riverview Trust CO

BUY
 -
1.2K
New
$87.7K - $99.3K
1.2K $107K
Aug 14, 2025 Q2 2025
Headlands Technologies LLC

Chicago, IL
BUY
 -
1.1K
New
$80.2K - $90.8K
1.1K $97.4K
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
980
+ 26.76%
$71.6K - $81.1K
4.64K $412K
Aug 13, 2025 Q2 2025
Wealthedge Investment Advisors, LLC

New York, NY
BUY
 -
879
+ 3.49%
$64.2K - $72.8K
26.1K $2.32M
Jul 10, 2025 Q2 2025
Carderock Capital Management Inc

BUY
 -
850
New
$62.1K - $70.4K
850 $75.4K
Aug 14, 2025 Q2 2025
Paloma Partners Management CO

Greenwich, CT
BUY
 -
689
+ 6.55%
$50.4K - $57K
11.2K $995K
Jul 17, 2025 Q2 2025
Symmetry Partners, LLC

BUY
 -
672
+ 2.14%
$49.1K - $55.6K
32K $2.84M
Aug 05, 2025 Q2 2025
First Horizon Advisors, Inc.

BUY
 -
655
+ 5.28%
$47.9K - $54.2K
13.1K $1.16M
Aug 12, 2025 Q2 2025
Clear Street Markets LLC

BUY
 -
600
New
$43.9K - $49.7K
600 $53.3K
Aug 11, 2025 Q2 2025
Lowe Brockenbrough & CO Inc

BUY
 -
600
New
$43.9K - $49.7K
600 $53.3K
Aug 13, 2025 Q2 2025
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
505
+ 404.0%
$36.9K - $41.8K
630 $55.9K
Jul 18, 2025 Q2 2025
Churchill Management Corp

BUY
 -
465
+ 0.05%
$34K - $38.5K
976K $86.7M
Jul 11, 2025 Q2 2025
Arthur M. Cohen & Associates, LLC

BUY
 -
410
+ 13.32%
$30K - $33.9K
3.49K $310K
Aug 29, 2025 Q2 2025
Evolution Wealth Management Inc.

Fort Myers, FL
BUY
 -
409
New
$29.9K - $33.9K
409 $36.3K
Jul 25, 2025 Q2 2025
North Rock Partners, LLC

BUY
 -
374
+ 83.3%
$27.3K - $31K
823 $73K
Aug 08, 2025 Q2 2025
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
366
New
$26.8K - $30.3K
366 $32.5K
Aug 12, 2025 Q2 2025
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
279
+ 4.58%
$20.4K - $23.1K
6.37K $565K
Jul 31, 2025 Q2 2025
First Business Financial Services, Inc.

BUY
 -
275
+ 7.48%
$20.1K - $22.8K
3.95K $351K
Jul 15, 2025 Q2 2025
Maseco LLP

London,

BUY
 -
264
New
$19.3K - $21.9K
264 $23.4K
Jul 09, 2025 Q2 2025
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
248
+ 131.91%
$18.1K - $20.5K
436 $38.7K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
243
New
$17.8K - $20.1K
243 $21.6K
Jul 15, 2025 Q2 2025
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
222
+ 148.0%
$16.2K - $18.4K
372 $33K
Aug 05, 2025 Q2 2025
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
211
New
$15.4K - $17.5K
211 $18.7K
Aug 14, 2025 Q2 2025
Investment House LLC

Las Vegas, NV
BUY
 -
200
+ 1.87%
$14.6K - $16.6K
10.9K $967K
Jul 18, 2025 Q2 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
175
+ 6.76%
$12.8K - $14.5K
2.77K $245K
Jul 08, 2025 Q2 2025
Atwood & Palmer Inc

BUY
 -
172
New
$12.6K - $14.2K
172 $15.3K
Jul 30, 2025 Q2 2025
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
142
New
$10.4K - $11.8K
142 $12.6K
Jul 30, 2025 Q2 2025
Phillips Financial Management, LLC

BUY
 -
137
New
$10K - $11.3K
137 $12.2K
Jul 22, 2025 Q2 2025
Chung Wu Investment Group, LLC

Sugar Land, TX
BUY
 -
130
New
$9.5K - $10.8K
130 $11.5K

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