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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25,771
shares
|
$2.29 Million
1.07% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
25,624
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
25,569
shares
|
$2.27 Million
0.21% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
25,498
shares
|
$2.26 Million
1.08% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,392
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
25,333
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2025
Added 30.81%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
25,300
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 106.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
25,210
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
25,169
shares
|
$2.23 Million
0.16% of portfolio
|
Q3 2025
Added 342.49%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,142
shares
|
$2.23 Million
0.14% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
25,091
shares
|
$2.23 Million
1.65% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
24,894
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2025
Added 139.55%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
24,791
shares
|
$2.2 Million
0.67% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
24,788
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
24,771
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
24,322
shares
|
$2.16 Million
1.92% of portfolio
|
Q3 2025
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
24,261
shares
|
$2.15 Million
0.46% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
24,120
shares
|
$2.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,029
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2025
Added 87.36%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
24,021
shares
|
$2.13 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
24,000
shares
|
$2.13 Million
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
23,952
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2025
Added 52.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
23,941
shares
|
$2.13 Million
0.12% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Savior LLC
|
Oct 21, 2025 Q3 2025 |
23,887
shares
|
$2.12 Million
9.4% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
23,854
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Added 20.55%
|
|