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 |
|---|---|---|---|---|---|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
8,659
shares
|
$768,572
0.0% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
8,632
shares
|
$766,176
0.09% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
8,630
shares
|
$765,998
0.5% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
8,590
shares
|
$762,448
0.07% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
8,545
shares
|
$758,454
0.46% of portfolio
|
Q3 2023
Reduced 2.29%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,536
shares
|
$757,655
0.01% of portfolio
|
Q3 2025
Reduced 81.07%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,456
shares
|
$750,554
0.34% of portfolio
|
Q3 2025
Added 20033.33%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
8,453
shares
|
$750,288
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
8,416
shares
|
$747,004
0.03% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
8,405
shares
|
$746,027
0.09% of portfolio
|
Q4 2025
Added 123.72%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
8,350
shares
|
$741,146
0.01% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,320
shares
|
$738,483
0.01% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,320
shares
|
$738,483
0.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
8,310
shares
|
$737,595
0.4% of portfolio
|
Q3 2025
Added 63.55%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
8,300
shares
|
$736,708
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
8,174
shares
|
$725,524
0.38% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
8,130
shares
|
$721,618
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
8,100
shares
|
$718,956
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,085
shares
|
$717,624
0.19% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,080
shares
|
$717,180
0.37% of portfolio
|
Q1 2023
Added 2.66%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,076
shares
|
$716,825
0.09% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$710,080
0.35% of portfolio
|
Q3 2025
Reduced 65.22%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Nov 06, 2025 Q3 2025 |
8,000
shares
|
$710,080
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
7,998
shares
|
$709,902
0.3% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
7,988
shares
|
$709,014
0.31% of portfolio
|
Q4 2024
Reduced 2.23%
|
|