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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
14,914
shares
|
$1.32 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
14,892
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
14,845
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2025
Reduced 49.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,820
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 31.93%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
14,794
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,682
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 43.73%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
14,677
shares
|
$1.3 Million
1.24% of portfolio
|
Q3 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
14,645
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2025
Added 130.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,496
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
14,409
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
14,356
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
14,329
shares
|
$1.27 Million
0.72% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,293
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,247
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2023
Reduced 15.08%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
14,245
shares
|
$1.26 Million
1.23% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
14,243
shares
|
$1.26 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
14,220
shares
|
$1.26 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
14,218
shares
|
$1.26 Million
0.26% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
14,196
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Added 30.33%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
14,189
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
14,181
shares
|
$1.26 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
14,172
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
14,070
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2025
Added 93.48%
|
|