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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,175
shares
|
$281,813
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,168
shares
|
$281,191
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3,167
shares
|
$281,102
0.07% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,166
shares
|
$281,014
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
3,149
shares
|
$279,505
0.07% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,136
shares
|
$278,351
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
3,133
shares
|
$278,085
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
3,126
shares
|
$277,463
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,115
shares
|
$276,487
0.34% of portfolio
|
Q3 2022
Reduced 6.03%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
3,114
shares
|
$276,398
0.18% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,113
shares
|
$276,309
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,107
shares
|
$275,777
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,091
shares
|
$274,357
0.03% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,078
shares
|
$273,203
0.01% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,064
shares
|
$271,960
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
3,060
shares
|
$271,605
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,054
shares
|
$271,073
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
3,051
shares
|
$270,806
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
3,049
shares
|
$270,629
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,048
shares
|
$270,540
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
3,030
shares
|
$268,942
0.13% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,022
shares
|
$268,232
0.05% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,022
shares
|
$268,232
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
3,003
shares
|
$266,546
0.09% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.03% of portfolio
|
Q2 2024
New holding
|
|