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 |
|---|---|---|---|---|---|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
4,898
shares
|
$434,746
0.04% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
4,893
shares
|
$434,302
0.38% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
4,878
shares
|
$432,971
0.05% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,864
shares
|
$431,728
0.25% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,862
shares
|
$431,551
0.0% of portfolio
|
Q2 2023
Reduced 79.0%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
4,829
shares
|
$428,622
0.12% of portfolio
|
Q4 2025
Added 101.46%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,826
shares
|
$428,355
0.07% of portfolio
|
Q2 2025
Added 38.64%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,825
shares
|
$428,267
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,822
shares
|
$428,000
0.09% of portfolio
|
Q3 2025
Added 61.87%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,806
shares
|
$426,580
0.09% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,789
shares
|
$425,071
0.32% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
4,767
shares
|
$423,118
0.11% of portfolio
|
Q4 2025
Added 85.99%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,760
shares
|
$422,497
0.1% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
4,748
shares
|
$421,432
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
4,742
shares
|
$420,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,739
shares
|
$420,633
0.02% of portfolio
|
Q3 2025
Added 322.37%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
4,721
shares
|
$419,035
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,719
shares
|
$418,858
0.0% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
4,713
shares
|
$418,325
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
4,690
shares
|
$416,284
0.02% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,657
shares
|
$413,355
0.01% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,646
shares
|
$412,378
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
4,646
shares
|
$412,378
0.0% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,642
shares
|
$412,023
0.03% of portfolio
|
Q2 2025
Added 26.76%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
4,618
shares
|
$409,893
0.13% of portfolio
|
Q3 2025
Added 0.13%
|
|