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 1,670 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 $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
70,708
shares
|
$6.28 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
69,642
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.71%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
69,498
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
69,367
shares
|
$6.16 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
69,365
shares
|
$6.16 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
69,296
shares
|
$6.15 Million
0.78% of portfolio
|
Q3 2025
Added 389.72%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
68,756
shares
|
$6.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
68,586
shares
|
$6.09 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
68,421
shares
|
$6.07 Million
1.02% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
68,222
shares
|
$6.06 Million
0.51% of portfolio
|
Q4 2025
Added 122.69%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,155
shares
|
$6.05 Million
0.47% of portfolio
|
Q4 2022
Added 9.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
67,923
shares
|
$6.03 Million
2.07% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
67,487
shares
|
$5.99 Million
5.16% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
67,302
shares
|
$5.97 Million
0.45% of portfolio
|
Q4 2025
Added 95.9%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
66,918
shares
|
$5.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
66,909
shares
|
$5.94 Million
0.22% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
66,550
shares
|
$5.91 Million
1.32% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
66,120
shares
|
$5.87 Million
0.39% of portfolio
|
Q4 2025
Added 97.06%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
65,532
shares
|
$5.82 Million
0.31% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
65,124
shares
|
$5.78 Million
1.18% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
65,037
shares
|
$5.77 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Granby Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
65,000
shares
|
$5.77 Million
3.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
64,754
shares
|
$5.75 Million
9.25% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
64,275
shares
|
$5.71 Million
1.93% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
64,265
shares
|
$5.7 Million
1.37% of portfolio
|
Q1 2024
New holding
|
|