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 1,665 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
479,643
shares
|
$42.6 Million
0.05% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2025 Q3 2025 |
475,590
shares
|
$42.2 Million
14.83% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
459,664
shares
|
$40.8 Million
0.82% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
431,350
shares
|
$38.3 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
427,835
shares
|
$38 Million
0.83% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
421,756
shares
|
$37.4 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
406,161
shares
|
$36.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 54.87%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
382,861
shares
|
$34 Million
0.56% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
381,524
shares
|
$33.9 Million
0.02% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
375,852
shares
|
$33.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
342,383
shares
|
$30.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 38.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
331,177
shares
|
$29.4 Million
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
318,800
shares
|
$28.3 Million
0.04% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
313,665
shares
|
$27.8 Million
2.33% of portfolio
|
Q4 2025
Added 91.6%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
311,796
shares
|
$27.7 Million
1.49% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
310,370
shares
|
$27.5 Million
0.0% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
305,433
shares
|
$27.1 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
285,827
shares
|
$25.4 Million
2.17% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
285,784
shares
|
$25.4 Million
0.05% of portfolio
|
Q3 2023
Added 92.83%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
282,184
shares
|
$25 Million
2.91% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
278,510
shares
|
$24.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
278,457
shares
|
$24.7 Million
0.04% of portfolio
|
Q3 2025
Added 643.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
274,585
shares
|
$24.4 Million
0.07% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
273,034
shares
|
$24.2 Million
0.07% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
272,860
shares
|
$24.2 Million
1.04% of portfolio
|
Q3 2025
Added 7.5%
|
|