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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,215
shares
|
$906,683
0.32% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
10,205
shares
|
$905,795
0.0% of portfolio
|
Q3 2025
Reduced 95.22%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
10,188
shares
|
$904,286
0.26% of portfolio
|
Q3 2025
Added 200.62%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
10,162
shares
|
$901,979
0.09% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
10,112
shares
|
$897,541
0.11% of portfolio
|
Q4 2025
Added 91.52%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
10,075
shares
|
$894,257
0.03% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,050
shares
|
$892,038
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
10,047
shares
|
$891,771
0.38% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,011
shares
|
$888,576
0.02% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
9,986
shares
|
$886,357
0.48% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
9,981
shares
|
$885,913
0.04% of portfolio
|
Q3 2025
Added 38.8%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,979
shares
|
$885,736
0.16% of portfolio
|
Q4 2022
Added 6.43%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
9,942
shares
|
$882,451
0.12% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
9,933
shares
|
$881,653
0.2% of portfolio
|
Q3 2025
Added 58.9%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
9,923
shares
|
$880,765
0.75% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
9,882
shares
|
$877,126
0.14% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
9,844
shares
|
$873,753
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
9,841
shares
|
$873,487
0.95% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
9,813
shares
|
$871,001
0.14% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
9,730
shares
|
$863,634
0.68% of portfolio
|
Q3 2025
Added 53.86%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,713
shares
|
$862,125
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
9,675
shares
|
$858,753
0.44% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
9,615
shares
|
$853,427
0.03% of portfolio
|
Q4 2025
Added 101.57%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
9,564
shares
|
$848,900
0.0% of portfolio
|
Q3 2025
New holding
|
|