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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
9,231
shares
|
$819,343
0.07% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
9,159
shares
|
$812,952
0.6% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$809,402
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
9,102
shares
|
$807,893
0.18% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,050
shares
|
$803,278
0.03% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
9,046
shares
|
$802,922
0.1% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
9,007
shares
|
$799,461
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
8,961
shares
|
$795,378
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
8,941
shares
|
$793,603
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
8,932
shares
|
$792,804
0.23% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
8,930
shares
|
$792,626
0.43% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,928
shares
|
$792,449
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
8,898
shares
|
$789,786
0.29% of portfolio
|
Q4 2025
Added 96.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
8,867
shares
|
$787,034
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
8,848
shares
|
$785,348
0.05% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
8,823
shares
|
$783,129
0.15% of portfolio
|
Q4 2025
Added 113.74%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
8,811
shares
|
$782,064
0.14% of portfolio
|
Q3 2025
Reduced 39.19%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
8,806
shares
|
$781,620
0.06% of portfolio
|
Q3 2025
Added 112.76%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
8,800
shares
|
$781,088
0.2% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
8,778
shares
|
$779,135
0.09% of portfolio
|
Q4 2025
Added 101.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
8,734
shares
|
$775,229
0.3% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,705
shares
|
$772,655
0.07% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
8,670
shares
|
$769,549
0.47% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,667
shares
|
$769,282
0.05% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
8,664
shares
|
$769,016
0.25% of portfolio
|
Q4 2025
Added 89.63%
|
|