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 |
|---|---|---|---|---|---|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
16,700
shares
|
$1.48 Million
0.59% of portfolio
|
Q4 2025
Added 89.95%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
16,698
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
16,453
shares
|
$1.46 Million
1.3% of portfolio
|
Q3 2025
Reduced 48.08%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
16,240
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 66.74%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
15,922
shares
|
$1.41 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
15,833
shares
|
$1.41 Million
1.03% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
15,826
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
15,814
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 67.11%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,612
shares
|
$1.39 Million
0.44% of portfolio
|
Q4 2022
Reduced 98.58%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
15,535
shares
|
$1.38 Million
0.27% of portfolio
|
Q3 2025
Reduced 39.26%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
15,519
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
15,417
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
15,344
shares
|
$1.36 Million
0.3% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
15,246
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,230
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,174
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,149
shares
|
$1.34 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
15,139
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2025
Added 32.15%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
15,117
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
15,105
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
15,086
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
15,017
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
14,996
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
14,949
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
14,924
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|