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 1,670 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 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
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
23,795
shares
|
$2.11 Million
0.48% of portfolio
|
Q4 2025
Added 100.01%
|
|
|
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%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
23,437
shares
|
$2.08 Million
0.75% of portfolio
|
Q4 2025
Added 69.35%
|
|
|
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%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
23,325
shares
|
$2.07 Million
0.19% of portfolio
|
Q4 2025
Reduced 18.65%
|
|
|
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%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
22,931
shares
|
$2.04 Million
0.55% of portfolio
|
Q4 2025
Added 101.8%
|
|