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 |
|---|---|---|---|---|---|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
667
shares
|
$59,202
0.04% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$59,025
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
647
shares
|
$57,427
0.02% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
636
shares
|
$56,451
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
630
shares
|
$55,918
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
630
shares
|
$55,918
0.03% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
625
shares
|
$55,475
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
625
shares
|
$55,475
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
624
shares
|
$55,386
0.02% of portfolio
|
Q1 2025
Added 101.94%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
623
shares
|
$55,297
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
622
shares
|
$55,208
0.0% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
607
shares
|
$53,877
0.03% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
604
shares
|
$53,611
0.01% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
600
shares
|
$53,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$53,256
0.0% of portfolio
|
Q1 2025
Reduced 61.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
600
shares
|
$53,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
596
shares
|
$52,900
0.01% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
587
shares
|
$52,102
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
576
shares
|
$51,125
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
575
shares
|
$51,037
0.0% of portfolio
|
Q1 2024
Reduced 84.4%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
565
shares
|
$50,149
0.03% of portfolio
|
Q2 2022
Reduced 34.68%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
560
shares
|
$49,705
0.04% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
554
shares
|
$49,173
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
545
shares
|
$48,374
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
536
shares
|
$47,575
0.0% of portfolio
|
Q2 2023
Reduced 12.85%
|
|