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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7,984
shares
|
$708,659
0.1% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,974
shares
|
$707,772
0.11% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
7,972
shares
|
$707,594
0.27% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
7,970
shares
|
$707,417
0.09% of portfolio
|
Q4 2025
Added 95.01%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
7,898
shares
|
$701,026
0.01% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
7,849
shares
|
$696,677
0.27% of portfolio
|
Q3 2025
Added 94.23%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
7,844
shares
|
$696,233
1.2% of portfolio
|
Q3 2022
Added 104.06%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
7,729
shares
|
$686,026
0.08% of portfolio
|
Q4 2025
Added 100.03%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
7,654
shares
|
$679,369
0.0% of portfolio
|
Q3 2025
Reduced 61.66%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,647
shares
|
$678,747
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
7,638
shares
|
$677,948
0.6% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,608
shares
|
$675,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
7,528
shares
|
$668,185
0.05% of portfolio
|
Q3 2025
Added 86.34%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
7,501
shares
|
$665,788
0.21% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$665,700
0.17% of portfolio
|
Q3 2025
Added 87.5%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
7,497
shares
|
$665,433
0.44% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
7,447
shares
|
$660,995
0.25% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
7,434
shares
|
$659,841
0.15% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,424
shares
|
$658,954
0.1% of portfolio
|
Q3 2025
Reduced 35.94%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
7,407
shares
|
$657,445
0.05% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
7,362
shares
|
$653,451
0.25% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
7,361
shares
|
$653,362
0.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
7,351
shares
|
$652,474
0.09% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,295
shares
|
$647,504
0.13% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
7,217
shares
|
$640,580
0.05% of portfolio
|
Q4 2025
Added 100.03%
|
|