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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
8,310
shares
|
$737,595
0.4% of portfolio
|
Q3 2025
Added 63.55%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
8,300
shares
|
$736,708
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
8,174
shares
|
$725,524
0.38% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
8,130
shares
|
$721,618
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
8,100
shares
|
$718,956
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,085
shares
|
$717,624
0.19% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,080
shares
|
$717,180
0.37% of portfolio
|
Q1 2023
Added 2.66%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,076
shares
|
$716,825
0.09% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$710,080
0.35% of portfolio
|
Q3 2025
Reduced 65.22%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Nov 06, 2025 Q3 2025 |
8,000
shares
|
$710,080
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
7,998
shares
|
$709,902
0.3% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
7,988
shares
|
$709,014
0.31% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7,984
shares
|
$708,659
0.1% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,974
shares
|
$707,772
0.11% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
7,972
shares
|
$707,594
0.27% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
7,970
shares
|
$707,417
0.09% of portfolio
|
Q4 2025
Added 95.01%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
7,898
shares
|
$701,026
0.01% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
7,849
shares
|
$696,677
0.27% of portfolio
|
Q3 2025
Added 94.23%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
7,844
shares
|
$696,233
1.2% of portfolio
|
Q3 2022
Added 104.06%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
7,654
shares
|
$679,369
0.0% of portfolio
|
Q3 2025
Reduced 61.66%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,647
shares
|
$678,747
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
7,638
shares
|
$677,948
0.6% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,608
shares
|
$675,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
7,528
shares
|
$668,185
0.05% of portfolio
|
Q3 2025
Added 86.34%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
7,501
shares
|
$665,788
0.21% of portfolio
|
Q3 2025
Reduced 5.17%
|
|