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 1,669 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 $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
28,488
shares
|
$2.53 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
28,454
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,449
shares
|
$2.53 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
28,369
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
28,253
shares
|
$2.51 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
28,179
shares
|
$2.5 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
28,138
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
28,098
shares
|
$2.49 Million
0.67% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
28,090
shares
|
$2.49 Million
1.01% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
27,993
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
27,847
shares
|
$2.47 Million
0.95% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
27,747
shares
|
$2.46 Million
0.31% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
27,712
shares
|
$2.46 Million
0.5% of portfolio
|
Q4 2025
Added 83.82%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
27,672
shares
|
$2.46 Million
0.62% of portfolio
|
Q3 2025
Added 51.76%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
27,533
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 60.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
27,529
shares
|
$2.44 Million
0.27% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
26,651
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
26,592
shares
|
$2.36 Million
0.47% of portfolio
|
Q3 2025
Reduced 61.38%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
26,368
shares
|
$2.34 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
26,224
shares
|
$2.33 Million
1.09% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
26,161
shares
|
$2.32 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
26,074
shares
|
$2.31 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
25,860
shares
|
$2.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
25,834
shares
|
$2.29 Million
1.67% of portfolio
|
Q3 2025
Reduced 16.21%
|
|