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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,342
shares
|
$385,395
0.09% of portfolio
|
Q3 2025
Reduced 51.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,340
shares
|
$385,218
0.01% of portfolio
|
Q3 2025
Added 2408.67%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,331
shares
|
$384,419
0.13% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,315
shares
|
$382,999
0.02% of portfolio
|
Q3 2025
Reduced 25.01%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,315
shares
|
$382,999
0.01% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,284
shares
|
$380,247
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,280
shares
|
$379,892
0.11% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,272
shares
|
$379,182
0.02% of portfolio
|
Q3 2025
Reduced 70.28%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
4,265
shares
|
$378,561
0.04% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
4,252
shares
|
$377,407
0.14% of portfolio
|
Q3 2025
Reduced 66.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,245
shares
|
$376,786
0.02% of portfolio
|
Q3 2025
Reduced 52.81%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
4,228
shares
|
$375,277
0.07% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,213
shares
|
$373,945
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
4,200
shares
|
$372,792
0.13% of portfolio
|
Q2 2019
Reduced 10.64%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
4,192
shares
|
$372,081
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,175
shares
|
$370,573
0.22% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
4,170
shares
|
$370,129
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
4,168
shares
|
$369,951
0.0% of portfolio
|
Q3 2025
Reduced 30.38%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
4,166
shares
|
$369,774
0.39% of portfolio
|
Q3 2025
Reduced 53.39%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,160
shares
|
$369,241
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,133
shares
|
$366,845
0.03% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
4,128
shares
|
$366,401
0.16% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,125
shares
|
$366,135
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
4,086
shares
|
$362,673
0.0% of portfolio
|
Q3 2025
Reduced 84.85%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,050
shares
|
$359,478
0.03% of portfolio
|
Q3 2025
Added 24.62%
|
|