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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,780
shares
|
$246,752
0.06% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
2,778
shares
|
$246,575
0.0% of portfolio
|
Q3 2025
Reduced 13.54%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,765
shares
|
$245,421
0.0% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
2,751
shares
|
$244,178
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
2,746
shares
|
$243,734
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
2,743
shares
|
$243,468
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,738
shares
|
$243,024
0.07% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,732
shares
|
$242,492
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,732
shares
|
$242,492
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
2,730
shares
|
$242,314
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,693
shares
|
$239,030
0.03% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
2,675
shares
|
$237,433
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
2,660
shares
|
$236,101
0.02% of portfolio
|
Q3 2025
Reduced 69.57%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,654
shares
|
$235,569
0.32% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,650
shares
|
$235,214
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
2,648
shares
|
$235,036
0.07% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,630
shares
|
$233,438
0.03% of portfolio
|
Q4 2025
Added 101.53%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
2,625
shares
|
$232,995
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,620
shares
|
$232,551
0.02% of portfolio
|
Q2 2025
Reduced 50.44%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,619
shares
|
$232,462
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
2,608
shares
|
$231,486
0.02% of portfolio
|
Q4 2025
Added 243.61%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,605
shares
|
$231,219
0.06% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
2,591
shares
|
$229,977
0.06% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
2,585
shares
|
$229,444
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
2,572
shares
|
$228,290
0.05% of portfolio
|
Q3 2025
New holding
|
|