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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
39,071
shares
|
$3.47 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
39,016
shares
|
$3.46 Million
0.56% of portfolio
|
Q4 2025
Added 98.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
38,845
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
38,753
shares
|
$3.44 Million
1.33% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,453
shares
|
$3.41 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
38,344
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
Added 4514.2%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
38,096
shares
|
$3.38 Million
0.22% of portfolio
|
Q3 2025
Added 612.07%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
38,049
shares
|
$3.38 Million
0.11% of portfolio
|
Q1 2023
Reduced 9.9%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,956
shares
|
$3.37 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
37,891
shares
|
$3.36 Million
0.15% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
37,841
shares
|
$3.36 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
37,763
shares
|
$3.35 Million
0.1% of portfolio
|
Q3 2025
Added 583.86%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
37,706
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
37,628
shares
|
$3.34 Million
1.63% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
37,483
shares
|
$3.33 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
37,439
shares
|
$3.32 Million
0.68% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
37,291
shares
|
$3.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
37,137
shares
|
$3.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
37,117
shares
|
$3.29 Million
0.11% of portfolio
|
Q4 2025
Added 132.32%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
37,058
shares
|
$3.29 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
37,048
shares
|
$3.29 Million
0.77% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
36,905
shares
|
$3.28 Million
0.64% of portfolio
|
Q3 2025
Added 3.02%
|
|