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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
74+ 2.38% |
$5.41K - $6.12K
|
3.18K
$283K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70New |
$5.12K - $5.79K
|
70
$6.21K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
60New |
$4.39K - $4.97K
|
60
$5.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38+ 10.33% |
$2.78K - $3.15K
|
406
$36K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35+ 8.05% |
$2.56K - $2.9K
|
470
$41.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
25+ 0.82% |
$1.83K - $2.07K
|
3.09K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.39% |
$1.02K - $1.16K
|
3.61K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.67% |
$585 - $662
|
1.2K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$292 - $331
|
6
$533
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$73.1 - $82.8
|
1
$88.8
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.54% |
$73.1 - $82.8
|
185
$16.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
17.2K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1+ 0.01% |
$73.1 - $82.8
|
6.68K
$593K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 2.04% |
$73.1 - $82.8
|
50
$4.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
832KNew |
$62.2M - $66.8M
|
832K
$73.9M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
662KNew |
$49.4M - $53.1M
|
662K
$58.7M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
450KNew |
$33.6M - $36.1M
|
450K
$39.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
304K+ 1450.78% |
$22.7M - $24.4M
|
325K
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
PUT |
200KNew |
$14.9M - $16.1M
|
200K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
168KNew |
$12.5M - $13.5M
|
168K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
138KNew |
$10.3M - $11M
|
138K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
123K+ 160.42% |
$9.2M - $9.89M
|
200K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
122KNew |
$9.11M - $9.78M
|
122K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
106K+ 522.99% |
$7.95M - $8.54M
|
127K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
84.8K+ 2878.68% |
$6.34M - $6.81M
|
87.8K
$7.79M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
81.6KNew |
$6.09M - $6.55M
|
81.6K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
75KNew |
$5.6M - $6.02M
|
75K
$6.66M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
75KNew |
$5.6M - $6.02M
|
75K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
73.2KNew |
$5.47M - $5.88M
|
73.2K
$6.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
70.4KNew |
$5.26M - $5.65M
|
70.4K
$6.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
69.5KNew |
$5.19M - $5.58M
|
69.5K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
50KNew |
$3.74M - $4.01M
|
50K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
45.6KNew |
$3.4M - $3.66M
|
45.6K
$4.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7KNew |
$2.89M - $3.11M
|
38.7K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
34KNew |
$2.54M - $2.73M
|
34K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
33.2KNew |
$2.48M - $2.66M
|
33.2K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32KNew |
$2.39M - $2.57M
|
32K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
31.4KNew |
$2.35M - $2.52M
|
31.4K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$2.28M - $2.45M
|
30.5K
$2.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
27.8KNew |
$2.08M - $2.23M
|
27.8K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
26.7KNew |
$1.99M - $2.14M
|
26.7K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
25KNew |
$1.87M - $2.01M
|
25K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
16.5KNew |
$1.23M - $1.32M
|
16.5K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
12.8KNew |
$953K - $1.02M
|
12.8K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.7K+ 20.03% |
$949K - $1.02M
|
76.1K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
12.5KNew |
$934K - $1M
|
12.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
12.5KNew |
$934K - $1M
|
12.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12KNew |
$895K - $962K
|
12K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$788K - $847K
|
10.6K
$937K
|
|