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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
11,155
shares
|
$990,117
0.07% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
11,087
shares
|
$984,082
0.14% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
11,051
shares
|
$980,886
0.54% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
11,000
shares
|
$976,360
0.03% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
10,988
shares
|
$975,294
0.1% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
10,971
shares
|
$973,785
0.16% of portfolio
|
Q3 2025
Reduced 41.92%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
10,953
shares
|
$972,188
0.29% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
10,900
shares
|
$967,484
0.05% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
10,897
shares
|
$967,217
0.57% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
10,775
shares
|
$956,389
0.41% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
10,747
shares
|
$953,903
0.03% of portfolio
|
Q4 2025
Added 114.25%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,725
shares
|
$951,951
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,698
shares
|
$949,554
0.09% of portfolio
|
Q3 2022
Reduced 30.21%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
10,668
shares
|
$946,891
0.74% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,603
shares
|
$941,122
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
10,600
shares
|
$940,856
0.14% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
10,596
shares
|
$940,500
0.33% of portfolio
|
Q4 2025
Added 103.85%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,575
shares
|
$938,637
0.24% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
10,575
shares
|
$938,637
0.04% of portfolio
|
Q3 2025
Added 64.28%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$935,974
0.1% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,521
shares
|
$933,843
0.12% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,504
shares
|
$932,335
0.05% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
10,500
shares
|
$931,980
0.07% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
10,494
shares
|
$931,447
0.01% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
10,472
shares
|
$929,494
0.02% of portfolio
|
Q3 2025
Added 76.3%
|
|