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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,832
shares
|
$340,128
0.01% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 14, 2025 Q3 2025 |
3,822
shares
|
$339,240
0.03% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,820
shares
|
$339,063
0.16% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,808
shares
|
$337,998
0.01% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,807
shares
|
$337,909
0.41% of portfolio
|
Q4 2022
Reduced 6.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
3,802
shares
|
$337,465
0.0% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,793
shares
|
$336,666
0.1% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,790
shares
|
$336,400
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
3,770
shares
|
$334,625
0.02% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,757
shares
|
$333,471
0.04% of portfolio
|
Q3 2025
Added 28.89%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,751
shares
|
$332,938
0.01% of portfolio
|
Q3 2025
Reduced 95.41%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
3,745
shares
|
$332,406
0.03% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
3,740
shares
|
$331,962
0.01% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
3,727
shares
|
$330,808
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
3,725
shares
|
$330,631
0.14% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
3,720
shares
|
$330,187
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,686
shares
|
$327,169
0.14% of portfolio
|
Q2 2023
Added 50.39%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,677
shares
|
$326,370
0.04% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
3,643
shares
|
$323,352
0.05% of portfolio
|
Q2 2025
Added 186.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,640
shares
|
$323,086
0.05% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,638
shares
|
$322,908
0.2% of portfolio
|
Q3 2025
Added 31.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,635
shares
|
$322,642
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
3,633
shares
|
$322,465
0.05% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
3,619
shares
|
$321,222
0.07% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
3,615
shares
|
$320,867
0.04% of portfolio
|
Q3 2025
New holding
|
|