Institutional Ownership Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU). We have compiled data on the 1,672 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
79,716
shares
|
$7.08 Million
0.47% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
79,463
shares
|
$7.05 Million
3.39% of portfolio
|
Q3 2025
Added 189.28%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
79,228
shares
|
$7.03 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
78,980
shares
|
$7.01 Million
0.77% of portfolio
|
Q2 2022
Added 0.53%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
78,925
shares
|
$7.01 Million
1.75% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
77,770
shares
|
$6.9 Million
3.69% of portfolio
|
Q3 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
77,001
shares
|
$6.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
76,432
shares
|
$6.78 Million
2.48% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
76,209
shares
|
$6.76 Million
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
76,169
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
76,100
shares
|
$6.75 Million
2.08% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
76,056
shares
|
$6.75 Million
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
75,588
shares
|
$6.71 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
74,919
shares
|
$6.65 Million
2.51% of portfolio
|
Q4 2025
Added 110.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
74,801
shares
|
$6.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 23.74%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
74,647
shares
|
$6.63 Million
0.19% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
73,795
shares
|
$6.55 Million
2.1% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
73,732
shares
|
$6.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
73,301
shares
|
$6.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
72,898
shares
|
$6.47 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
72,847
shares
|
$6.47 Million
0.59% of portfolio
|
Q3 2023
Added 21.94%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
71,818
shares
|
$6.37 Million
1.38% of portfolio
|
Q4 2025
Added 105.61%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
71,470
shares
|
$6.34 Million
0.17% of portfolio
|
Q3 2025
Added 1983.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
70,994
shares
|
$6.3 Million
0.17% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
70,969
shares
|
$6.3 Million
0.42% of portfolio
|
Q3 2025
Added 11.77%
|
|