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 1,664 institutions that hold shares in the stock, with a total of 156 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 |
|---|---|---|---|---|---|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
45,958
shares
|
$4.08 Million
1.21% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
45,814
shares
|
$4.07 Million
0.76% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
45,777
shares
|
$4.06 Million
0.97% of portfolio
|
Q3 2025
Added 112.84%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
45,706
shares
|
$4.06 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
45,274
shares
|
$4.02 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
45,106
shares
|
$4 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
45,029
shares
|
$4 Million
2.48% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
44,822
shares
|
$3.98 Million
0.09% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
44,800
shares
|
$3.98 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
44,470
shares
|
$3.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
44,424
shares
|
$3.94 Million
3.33% of portfolio
|
Q3 2025
Added 367.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
44,239
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2025
Added 147.66%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,799
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.16%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
43,565
shares
|
$3.87 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
43,507
shares
|
$3.86 Million
3.02% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
43,386
shares
|
$3.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
43,059
shares
|
$3.82 Million
0.19% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
42,858
shares
|
$3.8 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
42,689
shares
|
$3.79 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
42,673
shares
|
$3.79 Million
2.47% of portfolio
|
Q2 2022
Added 13.3%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
42,494
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.06%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
42,179
shares
|
$3.74 Million
1.01% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
42,125
shares
|
$3.74 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
41,399
shares
|
$3.67 Million
0.05% of portfolio
|
Q3 2025
Added 30.74%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
41,398
shares
|
$3.67 Million
1.02% of portfolio
|
Q3 2025
Added 0.56%
|
|