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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,034
shares
|
$624,337
0.07% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
6,987
shares
|
$620,166
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,970
shares
|
$618,657
0.05% of portfolio
|
Q3 2025
Added 66.59%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
6,923
shares
|
$614,485
0.14% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
6,900
shares
|
$612,444
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,900
shares
|
$612,444
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,895
shares
|
$612,000
0.78% of portfolio
|
Q3 2022
Added 8.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,858
shares
|
$608,716
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,850
shares
|
$608,006
0.12% of portfolio
|
Q1 2023
Reduced 10.46%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
6,847
shares
|
$607,739
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,845
shares
|
$607,562
0.04% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
6,830
shares
|
$606,230
0.41% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
6,711
shares
|
$595,668
0.01% of portfolio
|
Q3 2025
Added 51.35%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,696
shares
|
$594,336
0.29% of portfolio
|
Q3 2025
Added 23.54%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,684
shares
|
$593,271
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
6,679
shares
|
$592,828
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6,658
shares
|
$590,964
0.09% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
6,600
shares
|
$585,816
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
6,580
shares
|
$584,040
0.05% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
6,550
shares
|
$581,378
0.16% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
6,546
shares
|
$581,022
0.47% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
6,505
shares
|
$577,383
0.16% of portfolio
|
Q3 2025
Reduced 58.88%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$576,940
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
6,486
shares
|
$575,697
0.37% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,475
shares
|
$574,721
0.01% of portfolio
|
Q3 2025
New holding
|
|