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 |
|---|---|---|---|---|---|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
22,754
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2024
Added 129.38%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
22,719
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
22,401
shares
|
$1.99 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
22,318
shares
|
$1.98 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
22,299
shares
|
$1.98 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
22,274
shares
|
$1.98 Million
0.28% of portfolio
|
Q4 2025
Added 100.9%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
22,106
shares
|
$1.96 Million
0.11% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
22,013
shares
|
$1.95 Million
0.2% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
22,000
shares
|
$1.95 Million
1.98% of portfolio
|
Q1 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
21,967
shares
|
$1.95 Million
0.85% of portfolio
|
Q4 2025
Added 119.03%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
21,961
shares
|
$1.95 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
21,950
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 15.83%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
21,910
shares
|
$1.94 Million
2.29% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
21,846
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
21,703
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
21,627
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2023
Reduced 5.81%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
21,617
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2025
Added 110.59%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
21,604
shares
|
$1.92 Million
0.58% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
21,577
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
21,576
shares
|
$1.92 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
21,546
shares
|
$1.91 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
21,500
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
21,214
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
21,174
shares
|
$1.88 Million
0.19% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
21,161
shares
|
$1.88 Million
0.48% of portfolio
|
Q4 2025
Added 100.94%
|
|