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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,719
shares
|
$418,858
0.0% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
4,713
shares
|
$418,325
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
4,690
shares
|
$416,284
0.02% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,657
shares
|
$413,355
0.01% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,646
shares
|
$412,378
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
4,646
shares
|
$412,378
0.0% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,642
shares
|
$412,023
0.03% of portfolio
|
Q2 2025
Added 26.76%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
4,618
shares
|
$409,893
0.13% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
4,607
shares
|
$408,917
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
4,600
shares
|
$408,296
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,595
shares
|
$407,852
0.1% of portfolio
|
Q3 2025
Reduced 64.28%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
4,588
shares
|
$407,230
0.09% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
4,585
shares
|
$406,964
0.02% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,567
shares
|
$405,366
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
4,562
shares
|
$404,923
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
4,517
shares
|
$400,928
0.54% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,505
shares
|
$399,863
0.1% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
4,479
shares
|
$397,556
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,476
shares
|
$397,289
0.01% of portfolio
|
Q3 2025
Reduced 26.15%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
4,469
shares
|
$396,668
0.19% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,454
shares
|
$395,337
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
4,430
shares
|
$393,206
0.02% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
4,412
shares
|
$391,609
0.1% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
4,400
shares
|
$390,544
0.29% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
4,390
shares
|
$389,656
0.06% of portfolio
|
Q3 2025
Added 0.27%
|
|