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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
6,243
shares
|
$554,128
0.05% of portfolio
|
Q3 2025
Added 146.56%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
6,214
shares
|
$551,554
0.01% of portfolio
|
Q3 2025
Added 19.5%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
6,209
shares
|
$551,110
0.02% of portfolio
|
Q3 2025
Added 93.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
6,188
shares
|
$549,246
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
6,155
shares
|
$546,317
0.16% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
6,119
shares
|
$543,122
0.06% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
6,094
shares
|
$540,903
0.01% of portfolio
|
Q4 2025
Added 99.87%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
6,063
shares
|
$538,151
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$538,063
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$538,063
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$535,577
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
6,027
shares
|
$534,956
0.41% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,012
shares
|
$533,625
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,010
shares
|
$533,447
0.96% of portfolio
|
Q3 2022
Reduced 11.93%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
6,010
shares
|
$533,447
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
6,006
shares
|
$533,092
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,996
shares
|
$532,204
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
5,977
shares
|
$530,518
0.3% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
5,968
shares
|
$529,719
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
5,964
shares
|
$529,364
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
5,945
shares
|
$527,678
0.3% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
5,915
shares
|
$525,015
0.02% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,882
shares
|
$522,086
0.0% of portfolio
|
Q3 2025
Reduced 29.52%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
5,879
shares
|
$521,820
0.27% of portfolio
|
Q3 2025
Added 37.04%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
5,864
shares
|
$520,488
0.03% of portfolio
|
Q3 2025
Added 4.86%
|
|