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 1,672 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
14,677
shares
|
$1.3 Million
1.24% of portfolio
|
Q3 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
14,645
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2025
Added 130.48%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
14,546
shares
|
$1.29 Million
0.36% of portfolio
|
Q4 2025
Added 96.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,496
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
14,409
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
14,356
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
14,329
shares
|
$1.27 Million
0.72% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,293
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,247
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2023
Reduced 15.08%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
14,245
shares
|
$1.26 Million
1.23% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
14,243
shares
|
$1.26 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
14,220
shares
|
$1.26 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
14,218
shares
|
$1.26 Million
0.26% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
14,196
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Added 30.33%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
14,189
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
14,181
shares
|
$1.26 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
14,172
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
14,070
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2025
Added 93.48%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
14,059
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
13,952
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
13,915
shares
|
$1.24 Million
0.3% of portfolio
|
Q4 2025
Added 103.23%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
13,788
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2025
Added 100.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,668
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
13,663
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2025
Added 107.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,617
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.34%
|
|