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 |
|---|---|---|---|---|---|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.18% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.18% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
2,984
shares
|
$264,859
0.07% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,983
shares
|
$264,771
0.12% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
2,979
shares
|
$264,416
0.0% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
2,955
shares
|
$262,285
0.19% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
2,950
shares
|
$261,842
0.01% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,941
shares
|
$261,043
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,936
shares
|
$260,599
0.03% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
2,927
shares
|
$259,800
0.02% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
2,902
shares
|
$257,581
0.11% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
2,900
shares
|
$257,404
0.01% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,866
shares
|
$254,386
0.03% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,862
shares
|
$254,031
0.03% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
2,862
shares
|
$254,031
0.03% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
2,852
shares
|
$253,143
0.03% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
2,850
shares
|
$252,966
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
2,836
shares
|
$251,723
0.18% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,835
shares
|
$251,634
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
2,817
shares
|
$250,036
0.09% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,810
shares
|
$249,415
0.02% of portfolio
|
Q4 2022
Added 28.6%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
2,800
shares
|
$248,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
2,782
shares
|
$246,930
0.1% of portfolio
|
Q3 2025
Reduced 4.89%
|
|