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 |
|---|---|---|---|---|---|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
13,596
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
13,513
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2022
Added 163.36%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
13,502
shares
|
$1.2 Million
0.77% of portfolio
|
Q4 2025
Added 209.89%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
13,476
shares
|
$1.2 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,465
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
13,462
shares
|
$1.19 Million
0.54% of portfolio
|
Q4 2025
Added 117.34%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
13,290
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.61%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
13,288
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2025
Added 107.79%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
13,245
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,202
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
13,175
shares
|
$1.17 Million
0.5% of portfolio
|
Q4 2025
Added 187.41%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
13,072
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,021
shares
|
$1.16 Million
0.89% of portfolio
|
Q4 2022
Reduced 5.43%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
13,021
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
12,932
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2025
Added 129.58%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
12,926
shares
|
$1.15 Million
0.76% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
12,863
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
12,842
shares
|
$1.14 Million
0.55% of portfolio
|
Q4 2025
Added 160.91%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
12,734
shares
|
$1.13 Million
1.72% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
12,724
shares
|
$1.13 Million
0.45% of portfolio
|
Q3 2025
Added 141.21%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
12,602
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
12,579
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.64%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
12,565
shares
|
$1.12 Million
1.36% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
12,500
shares
|
$1.11 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
12,493
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2025
Reduced 19.58%
|
|