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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
33,062
shares
|
$2.93 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
32,991
shares
|
$2.93 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
32,818
shares
|
$2.91 Million
1.27% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
32,748
shares
|
$2.91 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
32,717
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
32,486
shares
|
$2.88 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
32,416
shares
|
$2.88 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
32,345
shares
|
$2.87 Million
2.15% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
32,049
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
31,222
shares
|
$2.77 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
31,107
shares
|
$2.76 Million
0.07% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
30,821
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
30,742
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2025
Added 26.93%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
30,677
shares
|
$2.72 Million
0.7% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
30,608
shares
|
$2.72 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
30,560
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
30,410
shares
|
$2.7 Million
0.54% of portfolio
|
Q4 2025
Added 131.57%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
30,259
shares
|
$2.69 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
29,902
shares
|
$2.65 Million
0.97% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
29,766
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
29,718
shares
|
$2.64 Million
0.06% of portfolio
|
Q3 2025
Reduced 29.72%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
29,684
shares
|
$2.63 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
29,340
shares
|
$2.6 Million
0.74% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
29,217
shares
|
$2.59 Million
0.31% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
29,184
shares
|
$2.59 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.26%
|
|