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 |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
26,224
shares
|
$2.33 Million
1.09% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
26,161
shares
|
$2.32 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
26,074
shares
|
$2.31 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
25,860
shares
|
$2.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
25,834
shares
|
$2.29 Million
1.67% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
25,807
shares
|
$2.29 Million
0.72% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25,771
shares
|
$2.29 Million
1.07% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
25,624
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
25,569
shares
|
$2.27 Million
0.21% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
25,498
shares
|
$2.26 Million
1.08% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,392
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
25,333
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2025
Added 30.81%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
25,300
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 106.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
25,210
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
25,169
shares
|
$2.23 Million
0.16% of portfolio
|
Q3 2025
Added 342.49%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,142
shares
|
$2.23 Million
0.14% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
25,091
shares
|
$2.23 Million
1.65% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
24,894
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2025
Added 139.55%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
24,791
shares
|
$2.2 Million
0.67% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
24,788
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
24,771
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
24,322
shares
|
$2.16 Million
1.92% of portfolio
|
Q3 2025
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
24,261
shares
|
$2.15 Million
0.46% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
24,120
shares
|
$2.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,029
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2025
Added 87.36%
|
|