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 |
|---|---|---|---|---|---|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,696
shares
|
$594,336
0.29% of portfolio
|
Q3 2025
Added 23.54%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,684
shares
|
$593,271
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
6,679
shares
|
$592,828
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6,658
shares
|
$590,964
0.09% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
6,600
shares
|
$585,816
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
6,580
shares
|
$584,040
0.05% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
6,550
shares
|
$581,378
0.16% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
6,546
shares
|
$581,022
0.47% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
6,505
shares
|
$577,383
0.16% of portfolio
|
Q3 2025
Reduced 58.88%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$576,940
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
6,486
shares
|
$575,697
0.37% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,475
shares
|
$574,721
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
6,442
shares
|
$571,791
0.04% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
6,400
shares
|
$568,064
0.21% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
6,378
shares
|
$566,111
0.21% of portfolio
|
Q3 2025
Added 33.07%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
6,372
shares
|
$565,578
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
6,354
shares
|
$563,981
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
6,334
shares
|
$562,205
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
6,326
shares
|
$561,495
0.11% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
6,292
shares
|
$558,477
0.29% of portfolio
|
Q4 2025
Added 112.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
6,271
shares
|
$556,613
0.12% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
6,270
shares
|
$556,525
0.13% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,269
shares
|
$556,436
0.09% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
6,246
shares
|
$554,394
0.14% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,246
shares
|
$554,394
0.07% of portfolio
|
Q3 2025
Reduced 5.0%
|
|