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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
34,356
shares
|
$3.05 Million
0.23% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
34,292
shares
|
$3.04 Million
0.16% of portfolio
|
Q3 2025
Added 901.81%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
34,000
shares
|
$3.02 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
33,742
shares
|
$2.99 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
33,611
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
33,558
shares
|
$2.98 Million
1.36% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
33,553
shares
|
$2.98 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
33,497
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
33,475
shares
|
$2.97 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
33,474
shares
|
$2.97 Million
0.71% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
33,340
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
33,101
shares
|
$2.94 Million
2.33% of portfolio
|
Q3 2025
Added 753.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
33,062
shares
|
$2.93 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
32,991
shares
|
$2.93 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
32,818
shares
|
$2.91 Million
1.27% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
32,748
shares
|
$2.91 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
32,717
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
32,486
shares
|
$2.88 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
32,416
shares
|
$2.88 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
32,345
shares
|
$2.87 Million
2.15% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
32,049
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
31,449
shares
|
$2.79 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
31,222
shares
|
$2.77 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
31,107
shares
|
$2.76 Million
0.07% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
30,821
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Added 10.04%
|
|