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 |
|---|---|---|---|---|---|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$665,700
0.17% of portfolio
|
Q3 2025
Added 87.5%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
7,497
shares
|
$665,433
0.44% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
7,447
shares
|
$660,995
0.25% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
7,434
shares
|
$659,841
0.15% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,424
shares
|
$658,954
0.1% of portfolio
|
Q3 2025
Reduced 35.94%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
7,421
shares
|
$658,687
0.18% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
7,407
shares
|
$657,445
0.05% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
7,362
shares
|
$653,451
0.25% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
7,361
shares
|
$653,362
0.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
7,351
shares
|
$652,474
0.09% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,295
shares
|
$647,504
0.13% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
7,217
shares
|
$640,580
0.05% of portfolio
|
Q4 2025
Added 100.03%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,171
shares
|
$636,497
0.2% of portfolio
|
Q3 2025
Added 113.17%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
7,168
shares
|
$636,231
0.05% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,167
shares
|
$636,142
0.41% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,151
shares
|
$634,722
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,137
shares
|
$633,480
0.4% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$633,391
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,113
shares
|
$631,349
0.17% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
7,100
shares
|
$630,196
0.03% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
7,093
shares
|
$629,574
0.17% of portfolio
|
Q4 2025
Added 92.43%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
7,074
shares
|
$627,888
0.08% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,069
shares
|
$627,444
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
7,057
shares
|
$626,379
0.09% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
7,040
shares
|
$624,870
0.35% of portfolio
|
Q3 2025
Added 3.24%
|
|