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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
64,018
shares
|
$5.68 Million
0.62% of portfolio
|
Q4 2025
Added 132.55%
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 07, 2025 Q3 2025 |
63,698
shares
|
$5.65 Million
1.9% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
62,316
shares
|
$5.53 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
62,014
shares
|
$5.5 Million
0.1% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
61,362
shares
|
$5.45 Million
1.15% of portfolio
|
Q4 2024
Added 92.94%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
61,299
shares
|
$5.44 Million
2.57% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
60,838
shares
|
$5.4 Million
0.06% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
60,811
shares
|
$5.4 Million
0.26% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
60,799
shares
|
$5.4 Million
2.79% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
60,593
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2025
Added 29.3%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60,341
shares
|
$5.36 Million
1.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
60,244
shares
|
$5.35 Million
1.24% of portfolio
|
Q4 2025
Added 99.68%
|
|
|
Kropog Financial Group, LLC
Mandeville, LA |
Nov 10, 2025 Q3 2025 |
59,760
shares
|
$5.3 Million
4.27% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
59,488
shares
|
$5.28 Million
3.44% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
58,212
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
58,139
shares
|
$5.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.74%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
58,096
shares
|
$5.16 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
57,425
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
57,103
shares
|
$5.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
56,861
shares
|
$5.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 42.12%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
56,803
shares
|
$5.04 Million
0.82% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
56,688
shares
|
$5.03 Million
0.22% of portfolio
|
Q3 2025
Reduced 76.84%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
56,568
shares
|
$5.02 Million
1.34% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
55,725
shares
|
$4.95 Million
2.97% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
55,379
shares
|
$4.92 Million
2.18% of portfolio
|
Q4 2025
Added 152.83%
|
|