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 |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
21,576
shares
|
$1.92 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
21,546
shares
|
$1.91 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
21,500
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
21,237
shares
|
$1.88 Million
0.42% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
21,214
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
21,174
shares
|
$1.88 Million
0.19% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
21,161
shares
|
$1.88 Million
0.48% of portfolio
|
Q4 2025
Added 100.94%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
21,157
shares
|
$1.88 Million
1.32% of portfolio
|
Q2 2025
Added 26681.01%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,075
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
21,013
shares
|
$1.87 Million
0.2% of portfolio
|
Q4 2025
Added 105.08%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
20,999
shares
|
$1.86 Million
0.63% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,918
shares
|
$1.86 Million
0.29% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
20,836
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
20,835
shares
|
$1.85 Million
0.65% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
20,816
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
20,769
shares
|
$1.84 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
20,755
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
20,729
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
20,647
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
20,592
shares
|
$1.83 Million
0.79% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
20,542
shares
|
$1.82 Million
0.35% of portfolio
|
Q3 2025
Reduced 24.41%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
20,539
shares
|
$1.82 Million
1.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,528
shares
|
$1.82 Million
0.2% of portfolio
|
Q2 2023
Reduced 12.95%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
20,500
shares
|
$1.82 Million
1.36% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
20,393
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.32%
|
|