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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
273,034
shares
|
$24.2 Million
0.07% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
272,860
shares
|
$24.2 Million
1.04% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
271,856
shares
|
$24.1 Million
0.04% of portfolio
|
Q3 2025
Added 383.75%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
268,690
shares
|
$23.8 Million
0.02% of portfolio
|
Q3 2025
Added 2657.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
268,283
shares
|
$23.8 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
266,900
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
256,458
shares
|
$22.8 Million
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
253,695
shares
|
$22.5 Million
4.54% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
252,036
shares
|
$22.4 Million
3.06% of portfolio
|
Q3 2025
Added 481.73%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
249,500
shares
|
$22.1 Million
3.61% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
249,360
shares
|
$22.1 Million
0.17% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
243,244
shares
|
$21.6 Million
0.11% of portfolio
|
Q2 2025
Added 37.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
242,922
shares
|
$21.6 Million
0.11% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
240,461
shares
|
$21.3 Million
0.06% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
233,992
shares
|
$20.8 Million
0.58% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
233,348
shares
|
$20.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
228,455
shares
|
$20.3 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
223,412
shares
|
$19.8 Million
0.11% of portfolio
|
Q4 2025
Added 103.69%
|
|
|
Dupont Capital Management Corp
|
Oct 20, 2025 Q3 2025 |
220,285
shares
|
$19.6 Million
2.02% of portfolio
|
Q3 2025
Added 26.74%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
217,957
shares
|
$19.3 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
211,837
shares
|
$18.8 Million
1.28% of portfolio
|
Q4 2025
Added 101.04%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
210,668
shares
|
$18.7 Million
0.01% of portfolio
|
Q4 2025
Added 97.29%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
210,224
shares
|
$18.7 Million
0.08% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Passaic Partners LLC
|
Nov 13, 2025 Q3 2025 |
209,935
shares
|
$18.6 Million
2.24% of portfolio
|
Q3 2025
Added 25.91%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
205,988
shares
|
$18.3 Million
1.05% of portfolio
|
Q3 2025
Added 2.12%
|
|