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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
4,607
shares
|
$408,917
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
4,600
shares
|
$408,296
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,595
shares
|
$407,852
0.1% of portfolio
|
Q3 2025
Reduced 64.28%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
4,588
shares
|
$407,230
0.09% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
4,585
shares
|
$406,964
0.02% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,567
shares
|
$405,366
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
4,562
shares
|
$404,923
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
4,517
shares
|
$400,928
0.54% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,505
shares
|
$399,863
0.1% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
4,479
shares
|
$397,556
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,476
shares
|
$397,289
0.01% of portfolio
|
Q3 2025
Reduced 26.15%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
4,469
shares
|
$396,668
0.19% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,454
shares
|
$395,337
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
4,430
shares
|
$393,206
0.02% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
4,412
shares
|
$391,609
0.1% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
4,400
shares
|
$390,544
0.29% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
4,390
shares
|
$389,656
0.06% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
4,385
shares
|
$389,212
0.05% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,374
shares
|
$388,236
0.01% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,369
shares
|
$387,792
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
4,362
shares
|
$387,171
0.2% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,357
shares
|
$386,727
0.26% of portfolio
|
Q3 2025
Reduced 64.4%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,348
shares
|
$385,928
0.01% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
4,344
shares
|
$385,573
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,343
shares
|
$385,484
0.11% of portfolio
|
Q3 2025
Added 39.42%
|
|