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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,979
shares
|
$885,736
0.16% of portfolio
|
Q4 2022
Added 6.43%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
9,933
shares
|
$881,653
0.2% of portfolio
|
Q3 2025
Added 58.9%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
9,923
shares
|
$880,765
0.75% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
9,882
shares
|
$877,126
0.14% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
9,844
shares
|
$873,753
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
9,841
shares
|
$873,487
0.95% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
9,813
shares
|
$871,001
0.14% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
9,730
shares
|
$863,634
0.68% of portfolio
|
Q3 2025
Added 53.86%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,713
shares
|
$862,125
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
9,675
shares
|
$858,753
0.44% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
9,615
shares
|
$853,427
0.03% of portfolio
|
Q4 2025
Added 101.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
9,611
shares
|
$853,072
0.12% of portfolio
|
Q4 2025
Added 117.84%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
9,564
shares
|
$848,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
9,552
shares
|
$847,835
0.59% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9,549
shares
|
$847,569
0.05% of portfolio
|
Q4 2025
Added 101.5%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
9,500
shares
|
$843,220
0.21% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
9,457
shares
|
$839,403
0.2% of portfolio
|
Q3 2025
Added 68.66%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
9,370
shares
|
$831,681
0.13% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
9,351
shares
|
$829,994
0.35% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
9,329
shares
|
$828,042
0.11% of portfolio
|
Q3 2025
Added 86.58%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,323
shares
|
$827,509
0.1% of portfolio
|
Q4 2025
Added 92.35%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
9,305
shares
|
$825,911
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
9,289
shares
|
$824,491
0.05% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
9,280
shares
|
$823,692
0.17% of portfolio
|
Q4 2025
Added 80.54%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
9,261
shares
|
$822,006
0.56% of portfolio
|
Q3 2025
Added 70.9%
|
|