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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
14,059
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
14,010
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
13,952
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wincap Financial LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
13,887
shares
|
$1.23 Million
0.84% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
13,788
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2025
Added 100.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,668
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
13,663
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2025
Added 107.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,617
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
13,596
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
13,513
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2022
Added 163.36%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
13,476
shares
|
$1.2 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,465
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
13,462
shares
|
$1.19 Million
0.54% of portfolio
|
Q4 2025
Added 117.34%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
13,365
shares
|
$1.19 Million
0.52% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
13,290
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.61%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
13,288
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2025
Added 107.79%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
13,245
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,202
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
13,175
shares
|
$1.17 Million
0.5% of portfolio
|
Q4 2025
Added 187.41%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
13,107
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Terra Nova Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
13,086
shares
|
$1.16 Million
0.79% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
13,072
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,021
shares
|
$1.16 Million
0.89% of portfolio
|
Q4 2022
Reduced 5.43%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
13,021
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
12,969
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Added 5.15%
|
|