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 |
|---|---|---|---|---|---|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
12,842
shares
|
$1.14 Million
0.55% of portfolio
|
Q4 2025
Added 160.91%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
12,789
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
12,734
shares
|
$1.13 Million
1.72% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
12,724
shares
|
$1.13 Million
0.45% of portfolio
|
Q3 2025
Added 141.21%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
12,671
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
12,602
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
12,579
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.64%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
12,565
shares
|
$1.12 Million
1.36% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
12,500
shares
|
$1.11 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
12,493
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
12,371
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 372.18%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
12,358
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2025
Added 141.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
12,314
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2022
Added 167.87%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
12,300
shares
|
$1.09 Million
0.41% of portfolio
|
Q2 2025
Reduced 39.27%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
12,260
shares
|
$1.09 Million
0.22% of portfolio
|
Q4 2025
Added 218.11%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,230
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
12,129
shares
|
$1.08 Million
0.38% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,030
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 30.1%
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Nov 13, 2025 Q3 2025 |
12,013
shares
|
$1.07 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
12,006
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 68.09%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
11,990
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
11,977
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
11,945
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
11,943
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
11,902
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2025
Added 0.66%
|
|