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 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.59K+ 37.04% |
$129K - $139K
|
5.88K
$522K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.59K+ 33.07% |
$129K - $138K
|
6.38K
$566K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.58K+ 2.04% |
$128K - $138K
|
78.9K
$7.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.85% |
$126K - $136K
|
85.7K
$7.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.51K+ 21.24% |
$123K - $132K
|
8.63K
$766K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.5K+ 2.53% |
$122K - $131K
|
60.8K
$5.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$122K - $131K
|
1.5K
$133K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.49K+ 4.76% |
$121K - $130K
|
32.7K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.48K+ 6.28% |
$120K - $129K
|
25.1K
$2.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.46K+ 0.76% |
$118K - $127K
|
194K
$17.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.45K+ 0.71% |
$117K - $126K
|
204K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.44K+ 35.14% |
$117K - $126K
|
5.54K
$492K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.43K+ 2.69% |
$116K - $125K
|
54.7K
$4.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.4K+ 5.08% |
$113K - $122K
|
28.9K
$2.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.37K+ 2.53% |
$111K - $119K
|
55.3K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.36K+ 38.73% |
$110K - $119K
|
4.86K
$432K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.32K+ 22.76% |
$107K - $115K
|
7.11K
$631K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.31K+ 1.95% |
$106K - $114K
|
68.4K
$6.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.31K+ 2.45% |
$106K - $114K
|
54.5K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.3K+ 1.5% |
$105K - $114K
|
88.2K
$7.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.29K+ 22.42% |
$105K - $112K
|
7.03K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.28K+ 23.54% |
$104K - $111K
|
6.7K
$594K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.27K+ 5.41% |
$103K - $111K
|
24.8K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.27K+ 21.06% |
$103K - $111K
|
7.3K
$648K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27K+ 31.51% |
$103K - $110K
|
5.28K
$469K
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.26KNew |
$102K - $110K
|
1.26K
$112K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.25K+ 39.53% |
$101K - $109K
|
4.41K
$392K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.23K+ 50.26% |
$100K - $108K
|
3.69K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 39.42% |
$99.6K - $107K
|
4.34K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.22K+ 2.32% |
$98.9K - $106K
|
53.7K
$4.77M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.22K+ 10.63% |
$98.8K - $106K
|
12.7K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.21K+ 27.44% |
$98.4K - $106K
|
5.63K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.2K+ 3.56% |
$97.4K - $105K
|
34.9K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.11% |
$97.4K - $105K
|
109K
$9.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.18K+ 4.09% |
$95.3K - $103K
|
29.9K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17K+ 200.0% |
$94.6K - $102K
|
1.75K
$155K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
1.14K+ 14.84% |
$92.2K - $99.2K
|
8.79K
$780K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.12K+ 2.51% |
$91.1K - $98.1K
|
45.8K
$4.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.11K+ 10.23% |
$89.9K - $96.8K
|
11.9K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.1K+ 68.75% |
$89.3K - $96.1K
|
2.7K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.09K+ 34.33% |
$88.4K - $95.2K
|
4.27K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.09K+ 30.58% |
$88.3K - $95K
|
4.65K
$412K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.08K+ 3.02% |
$87.8K - $94.5K
|
36.9K
$3.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$87.5K - $94.1K
|
84.6K
$7.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.06K+ 3.18% |
$85.8K - $92.4K
|
34.4K
$3.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.05K+ 4.42% |
$85.2K - $91.7K
|
24.8K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 25.98% |
$85.1K - $91.6K
|
5.09K
$451K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.05K+ 11.84% |
$84.9K - $91.3K
|
9.88K
$877K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 4.26% |
$84.7K - $91.2K
|
25.6K
$2.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.04K+ 21.36% |
$84.5K - $90.9K
|
5.92K
$525K
|
|