Purchases and Sales Made in Q4 2025 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2025. The information is specifically focused on institutions that hold shares of UTILITIES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.76M+ 85.42% |
$155M - $164M
|
3.82M
$339M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
429K+ 588.39% |
$37.7M - $39.8M
|
502K
$44.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
298K+ 95.55% |
$26.2M - $27.7M
|
610K
$54.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280K+ 132.71% |
$24.6M - $26M
|
491K
$43.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
263K+ 287.23% |
$23.1M - $24.4M
|
354K
$31.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
249K+ 246.42% |
$21.9M - $23.1M
|
350K
$31M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
216K+ 769.98% |
$19M - $20.1M
|
244K
$21.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
200K+ 115.5% |
$17.6M - $18.6M
|
373K
$33.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
194K+ 94.98% |
$17M - $18M
|
398K
$35.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
188K+ 115.58% |
$16.5M - $17.5M
|
351K
$31.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
164K+ 92.87% |
$14.4M - $15.2M
|
340K
$30.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
161K+ 144.53% |
$14.1M - $14.9M
|
272K
$24.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
153K+ 97.25% |
$13.5M - $14.2M
|
310K
$27.6M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
150K+ 91.6% |
$13.2M - $13.9M
|
314K
$27.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
148K+ 92.67% |
$13M - $13.7M
|
307K
$27.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
134K+ 574.03% |
$11.8M - $12.4M
|
157K
$14M
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
129K+ 104.51% |
$11.3M - $12M
|
253K
$22.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
118K+ 104.01% |
$10.4M - $11M
|
231K
$20.5M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
114K+ 98.31% |
$10M - $10.6M
|
230K
$20.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
114K+ 108.81% |
$10M - $10.6M
|
219K
$19.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
114K+ 103.69% |
$10M - $10.6M
|
223K
$19.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
106K+ 101.04% |
$9.36M - $9.89M
|
212K
$18.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
106K+ 101.81% |
$9.34M - $9.88M
|
211K
$18.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
104K+ 97.29% |
$9.13M - $9.65M
|
211K
$18.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
103K+ 146.42% |
$9.01M - $9.52M
|
173K
$15.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
96.5K+ 116.05% |
$8.48M - $8.97M
|
180K
$15.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
87K+ 114.28% |
$7.65M - $8.08M
|
163K
$14.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
85.5KNew |
$7.51M - $7.94M
|
85.5K
$7.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81K+ 108.45% |
$7.12M - $7.52M
|
156K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
78.3K+ 99.15% |
$6.88M - $7.27M
|
157K
$14M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
78.3K+ 100.62% |
$6.88M - $7.27M
|
156K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
77.7K+ 101.62% |
$6.83M - $7.22M
|
154K
$13.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
77.4K+ 142.06% |
$6.8M - $7.19M
|
132K
$11.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
76.8K+ 125.29% |
$6.75M - $7.13M
|
138K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
75.3K+ 100.65% |
$6.61M - $6.99M
|
150K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
74.2K+ 111.42% |
$6.52M - $6.89M
|
141K
$12.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
69.9K+ 82.58% |
$6.14M - $6.49M
|
155K
$13.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.6K+ 251.37% |
$6.11M - $6.46M
|
97.2K
$8.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
68.4KNew |
$6.01M - $6.35M
|
68.4K
$6.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
68K+ 104.44% |
$5.98M - $6.32M
|
133K
$11.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
63.6K+ 96.42% |
$5.59M - $5.91M
|
130K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
63.1K+ 71.91% |
$5.54M - $5.86M
|
151K
$13.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
61.4K+ 105.72% |
$5.4M - $5.71M
|
120K
$10.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
60.8K+ 107.47% |
$5.34M - $5.65M
|
117K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
60.7K+ 96.01% |
$5.33M - $5.64M
|
124K
$11M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58.8K+ 69.25% |
$5.16M - $5.46M
|
144K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.4K+ 301.18% |
$5.13M - $5.43M
|
77.8K
$6.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
53K+ 93.75% |
$4.66M - $4.92M
|
110K
$9.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
49.2K+ 156.5% |
$4.33M - $4.57M
|
80.7K
$7.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
49.1KNew |
$4.32M - $4.56M
|
49.1K
$4.36M
|
|