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 |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
17,993
shares
|
$1.6 Million
0.61% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
17,982
shares
|
$1.6 Million
0.72% of portfolio
|
Q3 2025
Added 41.4%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
17,892
shares
|
$1.59 Million
0.49% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
17,872
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
17,872
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,841
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
17,835
shares
|
$1.58 Million
1.08% of portfolio
|
Q4 2025
Added 98.79%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
17,733
shares
|
$1.57 Million
0.29% of portfolio
|
Q4 2025
Added 127.99%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
17,637
shares
|
$1.57 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
17,493
shares
|
$1.55 Million
0.27% of portfolio
|
Q4 2025
Added 99.53%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
17,483
shares
|
$1.55 Million
0.69% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
17,432
shares
|
$1.55 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,428
shares
|
$1.55 Million
0.19% of portfolio
|
Q3 2025
Added 138.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,400
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
17,367
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,315
shares
|
$1.54 Million
0.16% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
17,221
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.56%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
17,205
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
17,197
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
17,196
shares
|
$1.53 Million
0.37% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
17,087
shares
|
$1.52 Million
0.22% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
16,860
shares
|
$1.5 Million
1.21% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
16,730
shares
|
$1.48 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
16,700
shares
|
$1.48 Million
0.59% of portfolio
|
Q4 2025
Added 89.95%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
16,698
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2025
Added 0.3%
|
|