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 |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
19,910
shares
|
$1.77 Million
1.73% of portfolio
|
Q4 2025
Added 167.68%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
19,892
shares
|
$1.77 Million
0.11% of portfolio
|
Q4 2025
Added 100.08%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
19,793
shares
|
$1.76 Million
0.63% of portfolio
|
Q4 2025
Added 125.13%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
19,596
shares
|
$1.74 Million
0.62% of portfolio
|
Q4 2025
Added 83.69%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
19,440
shares
|
$1.73 Million
0.84% of portfolio
|
Q4 2025
Added 94.03%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
19,425
shares
|
$1.72 Million
0.52% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
19,283
shares
|
$1.71 Million
0.94% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
19,278
shares
|
$1.71 Million
0.25% of portfolio
|
Q4 2025
Added 111.13%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,200
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 103.17%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
19,063
shares
|
$1.69 Million
1.93% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
19,016
shares
|
$1.69 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
18,990
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2025
Added 102.09%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
18,946
shares
|
$1.68 Million
0.38% of portfolio
|
Q2 2025
Added 89.8%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
18,837
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Added 36.05%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
18,827
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2025
Added 49.64%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
18,787
shares
|
$1.67 Million
0.42% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
18,728
shares
|
$1.66 Million
0.29% of portfolio
|
Q4 2025
Added 94.07%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,713
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,691
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.38%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,606
shares
|
$1.65 Million
1.12% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18,492
shares
|
$1.64 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
18,384
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2024
Added 119.27%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
18,243
shares
|
$1.62 Million
1.15% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
18,007
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 26.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
18,006
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 65.27%
|
|