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 |
|---|---|---|---|---|---|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
48,011
shares
|
$4.26 Million
2.95% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
47,949
shares
|
$4.26 Million
0.06% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
47,826
shares
|
$4.25 Million
3.18% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
47,744
shares
|
$4.24 Million
1.56% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
47,701
shares
|
$4.23 Million
2.34% of portfolio
|
Q3 2023
Reduced 10.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
47,443
shares
|
$4.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
47,285
shares
|
$4.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
47,201
shares
|
$4.19 Million
0.07% of portfolio
|
Q1 2024
Reduced 18.44%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
46,397
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
46,369
shares
|
$4.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.7%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
45,958
shares
|
$4.08 Million
1.21% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
45,814
shares
|
$4.07 Million
0.76% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
45,777
shares
|
$4.06 Million
0.97% of portfolio
|
Q3 2025
Added 112.84%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
45,706
shares
|
$4.06 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
45,274
shares
|
$4.02 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
45,106
shares
|
$4 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
45,029
shares
|
$4 Million
2.48% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
44,957
shares
|
$3.99 Million
0.37% of portfolio
|
Q4 2025
Added 102.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
44,822
shares
|
$3.98 Million
0.09% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
44,800
shares
|
$3.98 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
44,470
shares
|
$3.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
44,424
shares
|
$3.94 Million
3.33% of portfolio
|
Q3 2025
Added 367.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
44,239
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2025
Added 147.66%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,799
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.16%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
43,565
shares
|
$3.87 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.48%
|
|