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 1,672 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
123,298
shares
|
$10.9 Million
0.54% of portfolio
|
Q3 2025
Added 596.72%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
121,000
shares
|
$10.7 Million
1.56% of portfolio
|
Q3 2025
Added 95.16%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
120,123
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
118,205
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
118,099
shares
|
$10.5 Million
2.22% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
117,596
shares
|
$10.4 Million
0.07% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
117,507
shares
|
$10.4 Million
0.33% of portfolio
|
Q3 2022
Added 6.37%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
116,500
shares
|
$10.3 Million
0.93% of portfolio
|
Q3 2025
Added 1984.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
116,097
shares
|
$10.3 Million
0.29% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
114,769
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 39.1%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
114,187
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
113,950
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
113,376
shares
|
$10.1 Million
0.88% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
111,055
shares
|
$9.86 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
109,681
shares
|
$9.74 Million
0.05% of portfolio
|
Q3 2025
Added 102.5%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
109,546
shares
|
$9.72 Million
4.82% of portfolio
|
Q4 2025
Added 93.75%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
109,448
shares
|
$9.71 Million
2.08% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
109,438
shares
|
$9.71 Million
0.15% of portfolio
|
Q3 2025
Added 27.36%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
109,250
shares
|
$9.7 Million
1.27% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
108,797
shares
|
$9.66 Million
0.2% of portfolio
|
Q3 2025
Added 99.91%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
105,964
shares
|
$9.41 Million
1.98% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
105,540
shares
|
$9.37 Million
0.01% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
104,715
shares
|
$9.29 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
104,413
shares
|
$9.27 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
103,596
shares
|
$9.2 Million
0.04% of portfolio
|
Q3 2025
Added 1034.93%
|
|