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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,171
shares
|
$636,497
0.2% of portfolio
|
Q3 2025
Added 113.17%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
7,168
shares
|
$636,231
0.05% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,167
shares
|
$636,142
0.41% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,151
shares
|
$634,722
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,137
shares
|
$633,480
0.4% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$633,391
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
7,113
shares
|
$631,349
0.17% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
7,100
shares
|
$630,196
0.03% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
7,093
shares
|
$629,574
0.17% of portfolio
|
Q4 2025
Added 92.43%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
7,074
shares
|
$627,888
0.08% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,069
shares
|
$627,444
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
7,057
shares
|
$626,379
0.09% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
7,040
shares
|
$624,870
0.35% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,034
shares
|
$624,337
0.07% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
6,987
shares
|
$620,166
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,970
shares
|
$618,657
0.05% of portfolio
|
Q3 2025
Added 66.59%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
6,923
shares
|
$614,485
0.14% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
6,900
shares
|
$612,444
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,900
shares
|
$612,444
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,895
shares
|
$612,000
0.78% of portfolio
|
Q3 2022
Added 8.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,858
shares
|
$608,716
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,850
shares
|
$608,006
0.12% of portfolio
|
Q1 2023
Reduced 10.46%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,845
shares
|
$607,562
0.04% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
6,830
shares
|
$606,230
0.41% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
6,711
shares
|
$595,668
0.01% of portfolio
|
Q3 2025
Added 51.35%
|
|