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 |
|---|---|---|---|---|---|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,725
shares
|
$951,951
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,698
shares
|
$949,554
0.09% of portfolio
|
Q3 2022
Reduced 30.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,603
shares
|
$941,122
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
10,600
shares
|
$940,856
0.14% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
10,596
shares
|
$940,500
0.33% of portfolio
|
Q4 2025
Added 103.85%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,575
shares
|
$938,637
0.24% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
10,575
shares
|
$938,637
0.04% of portfolio
|
Q3 2025
Added 64.28%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$935,974
0.1% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,521
shares
|
$933,843
0.12% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,504
shares
|
$932,335
0.05% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
10,500
shares
|
$931,980
0.07% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
10,494
shares
|
$931,447
0.01% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
10,472
shares
|
$929,494
0.02% of portfolio
|
Q3 2025
Added 76.3%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,215
shares
|
$906,683
0.32% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
10,205
shares
|
$905,795
0.0% of portfolio
|
Q3 2025
Reduced 95.22%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
10,188
shares
|
$904,286
0.26% of portfolio
|
Q3 2025
Added 200.62%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
10,162
shares
|
$901,979
0.09% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
10,124
shares
|
$898,606
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
10,112
shares
|
$897,541
0.11% of portfolio
|
Q4 2025
Added 91.52%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
10,075
shares
|
$894,257
0.03% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,050
shares
|
$892,038
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
10,047
shares
|
$891,771
0.38% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,011
shares
|
$888,576
0.02% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
9,986
shares
|
$886,357
0.48% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
9,981
shares
|
$885,913
0.04% of portfolio
|
Q3 2025
Added 38.8%
|
|