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 |
|---|---|---|---|---|---|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
6,442
shares
|
$571,791
0.04% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
6,400
shares
|
$568,064
0.21% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
6,378
shares
|
$566,111
0.21% of portfolio
|
Q3 2025
Added 33.07%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
6,354
shares
|
$563,981
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
6,326
shares
|
$561,495
0.11% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
6,292
shares
|
$558,477
0.29% of portfolio
|
Q4 2025
Added 112.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
6,271
shares
|
$556,613
0.12% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
6,270
shares
|
$556,525
0.13% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,269
shares
|
$556,436
0.09% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
6,246
shares
|
$554,394
0.14% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,246
shares
|
$554,394
0.07% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
6,243
shares
|
$554,128
0.05% of portfolio
|
Q3 2025
Added 146.56%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
6,214
shares
|
$551,554
0.01% of portfolio
|
Q3 2025
Added 19.5%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
6,209
shares
|
$551,110
0.02% of portfolio
|
Q3 2025
Added 93.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
6,188
shares
|
$549,246
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
6,155
shares
|
$546,317
0.16% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
6,119
shares
|
$543,122
0.06% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
6,094
shares
|
$540,903
0.01% of portfolio
|
Q4 2025
Added 99.87%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
6,063
shares
|
$538,151
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$538,063
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$538,063
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$535,577
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
6,027
shares
|
$534,956
0.41% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,012
shares
|
$533,625
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,010
shares
|
$533,447
0.96% of portfolio
|
Q3 2022
Reduced 11.93%
|
|