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 |
|---|---|---|---|---|---|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
43,507
shares
|
$3.86 Million
3.02% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
43,386
shares
|
$3.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
43,059
shares
|
$3.82 Million
0.19% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
42,858
shares
|
$3.8 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
42,691
shares
|
$3.79 Million
1.33% of portfolio
|
Q4 2025
Added 87.0%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
42,689
shares
|
$3.79 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
42,673
shares
|
$3.79 Million
2.47% of portfolio
|
Q2 2022
Added 13.3%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
42,494
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.06%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
42,179
shares
|
$3.74 Million
1.01% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
41,967
shares
|
$3.72 Million
0.27% of portfolio
|
Q4 2025
Added 116.4%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
41,399
shares
|
$3.67 Million
0.05% of portfolio
|
Q3 2025
Added 30.74%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
41,398
shares
|
$3.67 Million
1.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
41,371
shares
|
$3.67 Million
0.89% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
40,953
shares
|
$3.63 Million
3.56% of portfolio
|
Q3 2025
Reduced 36.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
40,862
shares
|
$3.63 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
40,816
shares
|
$3.62 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
40,685
shares
|
$3.61 Million
0.86% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,290
shares
|
$3.58 Million
4.88% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
39,994
shares
|
$3.55 Million
0.74% of portfolio
|
Q3 2025
Added 42.01%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
39,870
shares
|
$3.54 Million
0.43% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
39,859
shares
|
$3.54 Million
0.4% of portfolio
|
Q3 2025
Added 130.56%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
39,730
shares
|
$3.53 Million
0.3% of portfolio
|
Q3 2025
Added 109.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,561
shares
|
$3.51 Million
0.05% of portfolio
|
Q2 2024
Added 92.01%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
39,449
shares
|
$3.5 Million
1.43% of portfolio
|
Q4 2025
New holding
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
39,189
shares
|
$3.48 Million
1.21% of portfolio
|
Q3 2025
Added 0.34%
|
|