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 1,666 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
30,742
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2025
Added 26.93%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
30,677
shares
|
$2.72 Million
0.7% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
30,636
shares
|
$2.72 Million
0.23% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
30,608
shares
|
$2.72 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
30,560
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
30,259
shares
|
$2.69 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
29,902
shares
|
$2.65 Million
0.97% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
29,766
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
29,718
shares
|
$2.64 Million
0.06% of portfolio
|
Q3 2025
Reduced 29.72%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
29,684
shares
|
$2.63 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
29,340
shares
|
$2.6 Million
0.74% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
29,217
shares
|
$2.59 Million
0.31% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
29,184
shares
|
$2.59 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
29,090
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
28,891
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
28,776
shares
|
$2.55 Million
0.06% of portfolio
|
Q4 2023
Added 156.77%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
28,674
shares
|
$2.55 Million
0.53% of portfolio
|
Q3 2025
Added 234.43%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
28,627
shares
|
$2.54 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
28,579
shares
|
$2.54 Million
0.96% of portfolio
|
Q3 2025
Added 1.49%
|
|