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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
3,890
shares
|
$345,276
0.04% of portfolio
|
Q3 2025
Added 32.58%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
3,886
shares
|
$344,921
0.13% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,884
shares
|
$344,743
0.0% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,881
shares
|
$344,477
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,862
shares
|
$342,791
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
3,838
shares
|
$340,660
0.13% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
3,832
shares
|
$340,128
0.1% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,832
shares
|
$340,128
0.01% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 14, 2025 Q3 2025 |
3,822
shares
|
$339,240
0.03% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,820
shares
|
$339,063
0.16% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,808
shares
|
$337,998
0.01% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,807
shares
|
$337,909
0.41% of portfolio
|
Q4 2022
Reduced 6.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
3,802
shares
|
$337,465
0.0% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,793
shares
|
$336,666
0.1% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,790
shares
|
$336,400
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
3,770
shares
|
$334,625
0.02% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,751
shares
|
$332,938
0.01% of portfolio
|
Q3 2025
Reduced 95.41%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
3,745
shares
|
$332,406
0.03% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
3,727
shares
|
$330,808
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
3,725
shares
|
$330,631
0.14% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
3,720
shares
|
$330,187
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,686
shares
|
$327,169
0.14% of portfolio
|
Q2 2023
Added 50.39%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,677
shares
|
$326,370
0.04% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
3,643
shares
|
$323,352
0.05% of portfolio
|
Q2 2025
Added 186.85%
|
|