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 1,672 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,580
shares
|
$317,760
0.03% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
3,580
shares
|
$317,760
0.17% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3,580
shares
|
$317,760
0.04% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
3,577
shares
|
$317,494
0.24% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
3,575
shares
|
$317,317
0.26% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
3,557
shares
|
$315,719
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
3,542
shares
|
$314,387
0.03% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
3,518
shares
|
$312,257
0.02% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,515
shares
|
$311,991
0.04% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
3,510
shares
|
$311,547
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
3,489
shares
|
$309,683
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
3,488
shares
|
$309,594
0.05% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,448
shares
|
$306,044
0.02% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,445
shares
|
$305,778
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
3,444
shares
|
$305,689
0.06% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,433
shares
|
$304,713
0.08% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
3,430
shares
|
$304,446
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
3,425
shares
|
$304,003
0.18% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,424
shares
|
$303,914
0.07% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,413
shares
|
$302,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,411
shares
|
$302,760
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,408
shares
|
$302,494
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
3,401
shares
|
$301,872
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
3,401
shares
|
$301,872
0.19% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
3,384
shares
|
$300,363
0.13% of portfolio
|
Q3 2025
Added 0.59%
|
|