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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
140
shares
|
$12,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
138
shares
|
$12,248
0.0% of portfolio
|
Q1 2025
Added 885.71%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
137
shares
|
$12,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
130
shares
|
$11,538
0.0% of portfolio
|
Q3 2025
Reduced 31.58%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
130
shares
|
$11,538
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
127
shares
|
$11,272
0.01% of portfolio
|
Q3 2025
Added 504.76%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
126
shares
|
$11,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
125
shares
|
$11,095
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
124
shares
|
$11,006
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
124
shares
|
$11,006
0.0% of portfolio
|
Q3 2025
Added 96.83%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
118
shares
|
$10,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
104
shares
|
$9,231
0.0% of portfolio
|
Q1 2025
Added 131.11%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
101
shares
|
$8,964
0.0% of portfolio
|
Q2 2022
Reduced 96.55%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$8,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$8,876
0.0% of portfolio
|
Q1 2022
Reduced 74.68%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$8,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$8,876
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
95
shares
|
$8,432
0.0% of portfolio
|
Q3 2025
Reduced 43.79%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
92
shares
|
$8,165
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
89
shares
|
$7,899
0.0% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
85
shares
|
$7,544
0.01% of portfolio
|
Q3 2022
Reduced 99.23%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$7,455
0.0% of portfolio
|
Q3 2023
Reduced 65.29%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
80
shares
|
$7,100
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
79
shares
|
$7,012
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
78
shares
|
$6,923
0.0% of portfolio
|
Q1 2024
New holding
|
|