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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
5,030
shares
|
$446,462
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,983
shares
|
$442,291
0.15% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,982
shares
|
$442,202
0.03% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
4,942
shares
|
$438,651
0.33% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$438,296
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
4,936
shares
|
$438,119
0.15% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,930
shares
|
$437,586
0.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
4,924
shares
|
$437,054
0.35% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,923
shares
|
$436,965
0.31% of portfolio
|
Q3 2025
Added 85.84%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,921
shares
|
$436,787
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
4,902
shares
|
$435,101
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
4,898
shares
|
$434,746
0.04% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
4,893
shares
|
$434,302
0.38% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
4,878
shares
|
$432,971
0.05% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,864
shares
|
$431,728
0.25% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,862
shares
|
$431,551
0.0% of portfolio
|
Q2 2023
Reduced 79.0%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
4,829
shares
|
$428,622
0.12% of portfolio
|
Q4 2025
Added 101.46%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,826
shares
|
$428,355
0.07% of portfolio
|
Q2 2025
Added 38.64%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,825
shares
|
$428,267
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,822
shares
|
$428,000
0.09% of portfolio
|
Q3 2025
Added 61.87%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,806
shares
|
$426,580
0.09% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,789
shares
|
$425,071
0.32% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
4,767
shares
|
$423,118
0.11% of portfolio
|
Q4 2025
Added 85.99%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,760
shares
|
$422,497
0.1% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
4,748
shares
|
$421,432
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|