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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
41,371
shares
|
$3.67 Million
0.89% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
40,953
shares
|
$3.63 Million
3.56% of portfolio
|
Q3 2025
Reduced 36.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
40,862
shares
|
$3.63 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
40,816
shares
|
$3.62 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
40,685
shares
|
$3.61 Million
0.86% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,290
shares
|
$3.58 Million
4.88% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
39,994
shares
|
$3.55 Million
0.74% of portfolio
|
Q3 2025
Added 42.01%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
39,870
shares
|
$3.54 Million
0.43% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
39,859
shares
|
$3.54 Million
0.4% of portfolio
|
Q3 2025
Added 130.56%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
39,730
shares
|
$3.53 Million
0.3% of portfolio
|
Q3 2025
Added 109.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,561
shares
|
$3.51 Million
0.05% of portfolio
|
Q2 2024
Added 92.01%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
39,189
shares
|
$3.48 Million
1.21% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
39,071
shares
|
$3.47 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
38,845
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
38,753
shares
|
$3.44 Million
1.33% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,453
shares
|
$3.41 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
38,344
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
Added 4514.2%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
38,096
shares
|
$3.38 Million
0.22% of portfolio
|
Q3 2025
Added 612.07%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
38,049
shares
|
$3.38 Million
0.11% of portfolio
|
Q1 2023
Reduced 9.9%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,956
shares
|
$3.37 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
37,891
shares
|
$3.36 Million
0.15% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
37,841
shares
|
$3.36 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
37,763
shares
|
$3.35 Million
0.1% of portfolio
|
Q3 2025
Added 583.86%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
37,706
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
37,628
shares
|
$3.34 Million
1.63% of portfolio
|
Q3 2025
Added 0.1%
|
|