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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
9,552
shares
|
$847,835
0.59% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
9,500
shares
|
$843,220
0.21% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
9,457
shares
|
$839,403
0.2% of portfolio
|
Q3 2025
Added 68.66%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
9,370
shares
|
$831,681
0.13% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
9,351
shares
|
$829,994
0.35% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
9,329
shares
|
$828,042
0.11% of portfolio
|
Q3 2025
Added 86.58%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,323
shares
|
$827,509
0.1% of portfolio
|
Q4 2025
Added 92.35%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
9,305
shares
|
$825,911
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
9,289
shares
|
$824,491
0.05% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
9,280
shares
|
$823,692
0.17% of portfolio
|
Q4 2025
Added 80.54%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
9,261
shares
|
$822,006
0.56% of portfolio
|
Q3 2025
Added 70.9%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
9,231
shares
|
$819,343
0.07% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
9,159
shares
|
$812,952
0.6% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$809,402
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
9,102
shares
|
$807,893
0.18% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,050
shares
|
$803,278
0.03% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
9,046
shares
|
$802,922
0.1% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
9,007
shares
|
$799,461
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
8,961
shares
|
$795,378
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
8,941
shares
|
$793,603
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
8,932
shares
|
$792,804
0.23% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
8,930
shares
|
$792,626
0.43% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,928
shares
|
$792,449
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
8,898
shares
|
$789,786
0.29% of portfolio
|
Q4 2025
Added 96.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
8,867
shares
|
$787,034
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|