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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18,492
shares
|
$1.64 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
18,384
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2024
Added 119.27%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
18,243
shares
|
$1.62 Million
1.15% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
18,007
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 26.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
18,006
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 65.27%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
17,993
shares
|
$1.6 Million
0.61% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
17,982
shares
|
$1.6 Million
0.72% of portfolio
|
Q3 2025
Added 41.4%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
17,892
shares
|
$1.59 Million
0.49% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
17,872
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
17,872
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,841
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
17,733
shares
|
$1.57 Million
0.29% of portfolio
|
Q4 2025
Added 127.99%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
17,637
shares
|
$1.57 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
17,483
shares
|
$1.55 Million
0.69% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
17,432
shares
|
$1.55 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,428
shares
|
$1.55 Million
0.19% of portfolio
|
Q3 2025
Added 138.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,400
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
17,367
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,315
shares
|
$1.54 Million
0.16% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
17,221
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.56%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
17,205
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
17,197
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
17,087
shares
|
$1.52 Million
0.22% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
16,860
shares
|
$1.5 Million
1.21% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
16,730
shares
|
$1.48 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|