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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
23,796
shares
|
$2.11 Million
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
23,793
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
23,663
shares
|
$2.1 Million
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
23,584
shares
|
$2.09 Million
0.86% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
23,582
shares
|
$2.09 Million
0.64% of portfolio
|
Q3 2025
Added 27.71%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
23,375
shares
|
$2.07 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23,372
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2023
Added 4574.4%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
23,371
shares
|
$2.07 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
23,365
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 44.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
23,338
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
23,327
shares
|
$2.07 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
23,327
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
23,238
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
23,214
shares
|
$2.06 Million
0.19% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
23,214
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
23,191
shares
|
$2.06 Million
0.41% of portfolio
|
Q3 2025
Reduced 47.33%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
23,110
shares
|
$2.05 Million
0.31% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,071
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
23,036
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
23,000
shares
|
$2.04 Million
3.67% of portfolio
|
Q3 2025
Added 666.67%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,986
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2023
Reduced 11.82%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
22,983
shares
|
$2.04 Million
0.22% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
22,834
shares
|
$2.03 Million
0.09% of portfolio
|
Q4 2025
Added 92.87%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
22,830
shares
|
$2.03 Million
0.82% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
22,754
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2024
Added 129.38%
|
|