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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
4,166
shares
|
$369,774
0.39% of portfolio
|
Q3 2025
Reduced 53.39%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,160
shares
|
$369,241
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,133
shares
|
$366,845
0.03% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
4,128
shares
|
$366,401
0.16% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,125
shares
|
$366,135
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
4,086
shares
|
$362,673
0.0% of portfolio
|
Q3 2025
Reduced 84.85%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,050
shares
|
$359,478
0.03% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,048
shares
|
$359,300
0.33% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
4,047
shares
|
$359,211
0.03% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
4,044
shares
|
$358,945
0.02% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
4,032
shares
|
$357,880
0.24% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
4,007
shares
|
$355,661
0.02% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
3,993
shares
|
$354,418
0.21% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
3,966
shares
|
$352,022
0.02% of portfolio
|
Q3 2025
Added 21.17%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
3,962
shares
|
$351,667
0.12% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
3,954
shares
|
$350,957
0.04% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
3,952
shares
|
$350,779
0.03% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
3,949
shares
|
$350,513
0.08% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
3,948
shares
|
$350,424
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,939
shares
|
$349,625
0.3% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
3,924
shares
|
$348,294
0.2% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
3,920
shares
|
$347,939
0.11% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,910
shares
|
$347,051
0.09% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
3,899
shares
|
$346,075
0.12% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
3,892
shares
|
$345,453
0.15% of portfolio
|
Q3 2025
Reduced 1.49%
|
|