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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
8,848
shares
|
$785,348
0.05% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
8,811
shares
|
$782,064
0.14% of portfolio
|
Q3 2025
Reduced 39.19%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
8,806
shares
|
$781,620
0.06% of portfolio
|
Q3 2025
Added 112.76%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
8,800
shares
|
$781,088
0.2% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
8,792
shares
|
$780,377
0.6% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
8,778
shares
|
$779,135
0.09% of portfolio
|
Q4 2025
Added 101.05%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
8,767
shares
|
$778,158
0.13% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
8,734
shares
|
$775,229
0.3% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,705
shares
|
$772,655
0.07% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
8,670
shares
|
$769,549
0.47% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,667
shares
|
$769,282
0.05% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
8,664
shares
|
$769,016
0.25% of portfolio
|
Q4 2025
Added 89.63%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
8,659
shares
|
$768,572
0.0% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
8,632
shares
|
$766,176
0.09% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
8,630
shares
|
$765,998
0.5% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
8,598
shares
|
$763,158
0.39% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
8,590
shares
|
$762,448
0.07% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
8,545
shares
|
$758,454
0.46% of portfolio
|
Q3 2023
Reduced 2.29%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,536
shares
|
$757,655
0.01% of portfolio
|
Q3 2025
Reduced 81.07%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,456
shares
|
$750,554
0.34% of portfolio
|
Q3 2025
Added 20033.33%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
8,453
shares
|
$750,288
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
8,416
shares
|
$747,004
0.03% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
8,350
shares
|
$741,146
0.01% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,320
shares
|
$738,483
0.01% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,320
shares
|
$738,483
0.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|