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 |
|---|---|---|---|---|---|
|
Rye Brook Capital LLC
|
Oct 20, 2025 Q3 2025 |
36,500
shares
|
$3.24 Million
1.66% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
35,854
shares
|
$3.18 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
35,808
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2025
Added 27.28%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
35,601
shares
|
$3.16 Million
0.74% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
35,587
shares
|
$3.16 Million
0.22% of portfolio
|
Q4 2025
Added 115.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
35,572
shares
|
$3.16 Million
0.13% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
35,482
shares
|
$3.15 Million
2.54% of portfolio
|
Q3 2025
Reduced 52.96%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
35,439
shares
|
$3.15 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
35,412
shares
|
$3.14 Million
0.5% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
35,217
shares
|
$3.13 Million
0.55% of portfolio
|
Q4 2025
Added 96.8%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,679
shares
|
$3.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
34,479
shares
|
$3.06 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
34,365
shares
|
$3.05 Million
0.71% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
34,365
shares
|
$3.05 Million
0.6% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
34,292
shares
|
$3.04 Million
0.16% of portfolio
|
Q3 2025
Added 901.81%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
34,000
shares
|
$3.02 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
33,742
shares
|
$2.99 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
33,646
shares
|
$2.99 Million
0.11% of portfolio
|
Q4 2025
Added 86.69%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
33,611
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
33,558
shares
|
$2.98 Million
1.36% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
33,497
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
33,475
shares
|
$2.97 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
33,474
shares
|
$2.97 Million
0.71% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
33,340
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
33,101
shares
|
$2.94 Million
2.33% of portfolio
|
Q3 2025
Added 753.34%
|
|