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 |
|---|---|---|---|---|---|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
5,678
shares
|
$503,979
0.15% of portfolio
|
Q3 2025
Added 53.25%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
5,676
shares
|
$503,801
0.21% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
5,662
shares
|
$502,559
0.37% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
5,641
shares
|
$500,695
0.09% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
5,638
shares
|
$500,428
0.01% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
5,616
shares
|
$498,476
0.07% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,598
shares
|
$496,878
0.08% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
5,566
shares
|
$494,038
0.05% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,563
shares
|
$493,771
0.31% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
5,558
shares
|
$493,328
0.12% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
5,538
shares
|
$491,552
0.04% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5,534
shares
|
$491,197
0.01% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,525
shares
|
$490,399
0.01% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
5,523
shares
|
$490,221
0.02% of portfolio
|
Q3 2025
Added 80.61%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,453
shares
|
$484,008
0.11% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,445
shares
|
$483,298
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
5,380
shares
|
$477,528
0.16% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
5,310
shares
|
$471,315
0.37% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
5,289
shares
|
$469,451
0.02% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
5,278
shares
|
$468,475
0.03% of portfolio
|
Q4 2025
Added 125.17%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,266
shares
|
$467,410
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,263
shares
|
$467,143
0.1% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
5,261
shares
|
$466,966
0.43% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,233
shares
|
$464,481
0.07% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
5,220
shares
|
$463,327
0.11% of portfolio
|
Q3 2025
Added 2.72%
|
|