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 1,665 institutions that hold shares in the stock, with a total of 155 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 |
|---|---|---|---|---|---|
|
Main Management Fund Advisors LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,028,300
shares
|
$91.3 Million
8.69% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
994,566
shares
|
$88.3 Million
0.04% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
982,892
shares
|
$87.2 Million
0.11% of portfolio
|
Q3 2025
Added 19.39%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
976,447
shares
|
$86.7 Million
0.87% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
929,145
shares
|
$82.5 Million
0.08% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,547
shares
|
$71.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
790,510
shares
|
$70.2 Million
5.38% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
713,001
shares
|
$63.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 33.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
704,689
shares
|
$62.5 Million
0.03% of portfolio
|
Q3 2025
Added 316.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
669,925
shares
|
$59.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
635,206
shares
|
$56.4 Million
1.14% of portfolio
|
Q3 2025
Added 25.3%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
618,903
shares
|
$54.9 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
615,640
shares
|
$54.6 Million
0.04% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
602,715
shares
|
$53.5 Million
0.06% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
596,799
shares
|
$53 Million
0.01% of portfolio
|
Q3 2025
Added 124.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
568,102
shares
|
$50.4 Million
0.86% of portfolio
|
Q3 2025
Added 1892.57%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
558,551
shares
|
$49.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
544,121
shares
|
$48.3 Million
0.02% of portfolio
|
Q3 2025
Added 211.94%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
541,973
shares
|
$48.1 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
540,865
shares
|
$48 Million
5.57% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
540,490
shares
|
$48 Million
0.45% of portfolio
|
Q2 2025
Added 5207.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
507,976
shares
|
$45.1 Million
0.05% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
490,283
shares
|
$43.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
487,513
shares
|
$43.3 Million
0.23% of portfolio
|
Q3 2025
Added 29.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
482,184
shares
|
$42.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.75%
|
|