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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
37,498
shares
|
$3.33 Million
0.12% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
37,483
shares
|
$3.33 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
37,439
shares
|
$3.32 Million
0.68% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
37,291
shares
|
$3.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
37,137
shares
|
$3.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
37,058
shares
|
$3.29 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
37,048
shares
|
$3.29 Million
0.77% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
36,905
shares
|
$3.28 Million
0.64% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
36,798
shares
|
$3.27 Million
1.33% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,693
shares
|
$3.26 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
36,670
shares
|
$3.25 Million
0.25% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Rye Brook Capital LLC
|
Oct 20, 2025 Q3 2025 |
36,500
shares
|
$3.24 Million
1.66% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
35,854
shares
|
$3.18 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
35,808
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2025
Added 27.28%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
35,631
shares
|
$3.16 Million
1.26% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
35,601
shares
|
$3.16 Million
0.74% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
35,572
shares
|
$3.16 Million
0.13% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
35,482
shares
|
$3.15 Million
2.54% of portfolio
|
Q3 2025
Reduced 52.96%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
35,439
shares
|
$3.15 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
35,412
shares
|
$3.14 Million
0.5% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
34,929
shares
|
$3.1 Million
0.74% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,679
shares
|
$3.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
34,479
shares
|
$3.06 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
34,365
shares
|
$3.05 Million
0.71% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
34,365
shares
|
$3.05 Million
0.6% of portfolio
|
Q3 2025
Reduced 10.99%
|
|