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 1,665 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
51,924
shares
|
$4.61 Million
0.42% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
51,897
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
51,438
shares
|
$4.57 Million
2.4% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
51,249
shares
|
$4.55 Million
0.24% of portfolio
|
Q3 2025
Added 40.49%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
51,013
shares
|
$4.53 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
50,284
shares
|
$4.46 Million
0.23% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
49,924
shares
|
$4.43 Million
0.69% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
49,535
shares
|
$4.4 Million
0.22% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
49,330
shares
|
$4.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
48,940
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2025
Added 21.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$4.34 Million
0.09% of portfolio
|
Q3 2022
Added 130.55%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
48,615
shares
|
$4.32 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
48,174
shares
|
$4.28 Million
0.14% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
48,145
shares
|
$4.27 Million
0.11% of portfolio
|
Q3 2025
Added 45.25%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
48,011
shares
|
$4.26 Million
2.95% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
47,949
shares
|
$4.26 Million
0.06% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
47,826
shares
|
$4.25 Million
3.18% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
47,744
shares
|
$4.24 Million
1.56% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
47,701
shares
|
$4.23 Million
2.34% of portfolio
|
Q3 2023
Reduced 10.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
47,443
shares
|
$4.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
47,285
shares
|
$4.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
47,201
shares
|
$4.19 Million
0.07% of portfolio
|
Q1 2024
Reduced 18.44%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
46,397
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
46,369
shares
|
$4.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.7%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
45,958
shares
|
$4.08 Million
1.21% of portfolio
|
Q3 2025
Added 0.46%
|
|