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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
12,371
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 372.18%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
12,358
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2025
Added 141.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
12,314
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2022
Added 167.87%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
12,300
shares
|
$1.09 Million
0.41% of portfolio
|
Q2 2025
Reduced 39.27%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
12,260
shares
|
$1.09 Million
0.22% of portfolio
|
Q4 2025
Added 218.11%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,230
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
12,129
shares
|
$1.08 Million
0.38% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,030
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 30.1%
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Nov 13, 2025 Q3 2025 |
12,013
shares
|
$1.07 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
12,006
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 68.09%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
11,990
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
11,977
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
11,945
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
11,943
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
11,902
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
11,884
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
11,862
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
11,854
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 68.29%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
11,758
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
11,755
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 1369.38%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
11,748
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2025
Reduced 71.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
11,675
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
11,634
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
11,586
shares
|
$1.03 Million
0.34% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
11,580
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Added 6.36%
|
|