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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
6,010
shares
|
$533,447
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
6,006
shares
|
$533,092
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,996
shares
|
$532,204
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
5,977
shares
|
$530,518
0.3% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
5,964
shares
|
$529,364
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
5,945
shares
|
$527,678
0.3% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
5,915
shares
|
$525,015
0.02% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,882
shares
|
$522,086
0.0% of portfolio
|
Q3 2025
Reduced 29.52%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
5,879
shares
|
$521,820
0.27% of portfolio
|
Q3 2025
Added 37.04%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
5,864
shares
|
$520,488
0.03% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
5,846
shares
|
$518,890
0.27% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
5,839
shares
|
$518,269
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
5,828
shares
|
$517,293
0.35% of portfolio
|
Q3 2025
Added 14.66%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
5,800
shares
|
$514,808
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
5,799
shares
|
$514,719
0.18% of portfolio
|
Q4 2025
Added 100.03%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
5,797
shares
|
$514,541
0.27% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,774
shares
|
$512,500
0.39% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
5,772
shares
|
$512,322
0.21% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
5,744
shares
|
$509,837
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,740
shares
|
$509,482
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,734
shares
|
$508,949
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
5,722
shares
|
$507,884
0.04% of portfolio
|
Q4 2025
Added 99.1%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
5,705
shares
|
$506,375
0.19% of portfolio
|
Q3 2025
Reduced 91.26%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
5,702
shares
|
$506,109
0.1% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5,692
shares
|
$505,221
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|