Latest Institutional Sells of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.49K- 19.82% |
$121K - $130K
|
6.03K
$535K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.48K- 3.97% |
$120K - $129K
|
35.9K
$3.18M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.47K- 1.57% |
$119K - $128K
|
91.7K
$8.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.46K- 3.0% |
$119K - $128K
|
47.3K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.46K- 2.76% |
$118K - $127K
|
51.4K
$4.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.45K- 12.47% |
$117K - $126K
|
10.2K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.44K- 25.01% |
$117K - $126K
|
4.32K
$383K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.44K- 35.86% |
$117K - $125K
|
2.57K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.4K- 5.23% |
$114K - $122K
|
25.4K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.36K- 5.1% |
$110K - $118K
|
25.2K
$2.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.29K- 3.35% |
$105K - $112K
|
37.1K
$3.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.26K- 5.43% |
$102K - $110K
|
22K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.26K- 4.59% |
$102K - $110K
|
26.2K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 7.51% |
$100K - $108K
|
15.2K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 23.08% |
$98.2K - $106K
|
4.03K
$358K
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.16K- 22.5% |
$94K - $101K
|
3.99K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.15K- 27.85% |
$93.3K - $100K
|
2.98K
$264K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 3.18% |
$89.3K - $96.1K
|
33.5K
$2.97M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.09K- 2.09% |
$88.4K - $95.1K
|
51K
$4.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 8.59% |
$86.5K - $93.1K
|
11.3K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 0.99% |
$84.8K - $91.2K
|
104K
$9.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.02K- 21.21% |
$82.4K - $88.6K
|
3.77K
$335K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1K- 16.29% |
$81.1K - $87.3K
|
5.14K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
SELL
|
- |
-967- 7.46% |
$78.5K - $84.4K
|
12K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-963- 9.82% |
$78.1K - $84.1K
|
8.85K
$785K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-956- 1.41% |
$77.6K - $83.5K
|
66.9K
$5.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-937- 9.69% |
$76K - $81.8K
|
8.73K
$775K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-928- 12.74% |
$75.3K - $81K
|
6.35K
$564K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-914- 11.78% |
$74.2K - $79.8K
|
6.85K
$608K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-912- 2.84% |
$74K - $79.6K
|
31.2K
$2.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-905- 3.12% |
$73.4K - $79K
|
28.1K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-904- 1.71% |
$73.4K - $78.9K
|
51.9K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-903- 4.81% |
$73.3K - $78.8K
|
17.9K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-896- 2.62% |
$72.7K - $78.2K
|
33.3K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-883- 2.33% |
$71.6K - $77.1K
|
37.1K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-880- 7.31% |
$71.4K - $76.8K
|
11.2K
$991K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-865- 7.79% |
$70.2K - $75.5K
|
10.2K
$909K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-845- 22.72% |
$68.6K - $73.8K
|
2.87K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-835- 14.35% |
$67.8K - $72.9K
|
4.98K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-815- 0.71% |
$66.1K - $71.2K
|
114K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-805- 16.93% |
$65.3K - $70.3K
|
3.95K
$351K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-801- 10.07% |
$65K - $69.9K
|
7.15K
$635K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-785- 2.95% |
$63.7K - $68.5K
|
25.9K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-780- 1.68% |
$63.3K - $68.1K
|
45.7K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-754- 8.22% |
$61.2K - $65.8K
|
8.42K
$747K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-750- 19.84% |
$60.9K - $65.5K
|
3.03K
$269K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-750- 3.58% |
$60.9K - $65.5K
|
20.2K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-744- 12.65% |
$60.4K - $65K
|
5.14K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-742- 16.93% |
$60.2K - $64.8K
|
3.64K
$323K
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-723- 8.94% |
$58.7K - $63.1K
|
7.36K
$653K
|
|