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 |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
5,848
shares
|
$519,068
0.1% of portfolio
|
Q4 2025
Added 78.35%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
5,846
shares
|
$518,890
0.27% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
5,839
shares
|
$518,269
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
5,828
shares
|
$517,293
0.35% of portfolio
|
Q3 2025
Added 14.66%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
5,800
shares
|
$514,808
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
5,799
shares
|
$514,719
0.18% of portfolio
|
Q4 2025
Added 100.03%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
5,797
shares
|
$514,541
0.27% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,774
shares
|
$512,500
0.39% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
5,772
shares
|
$512,322
0.21% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
5,744
shares
|
$509,837
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,740
shares
|
$509,482
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,734
shares
|
$508,949
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
5,722
shares
|
$507,884
0.04% of portfolio
|
Q4 2025
Added 99.1%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
5,705
shares
|
$506,375
0.19% of portfolio
|
Q3 2025
Reduced 91.26%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
5,702
shares
|
$506,109
0.1% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5,692
shares
|
$505,221
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
5,678
shares
|
$503,979
0.15% of portfolio
|
Q3 2025
Added 53.25%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
5,676
shares
|
$503,801
0.21% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
5,662
shares
|
$502,559
0.37% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
5,641
shares
|
$500,695
0.09% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
5,638
shares
|
$500,428
0.01% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
5,616
shares
|
$498,476
0.07% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,598
shares
|
$496,878
0.08% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
5,566
shares
|
$494,038
0.05% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,563
shares
|
$493,771
0.31% of portfolio
|
Q3 2025
Added 0.67%
|
|