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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,375
shares
|
$299,565
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
3,369
shares
|
$299,032
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
3,363
shares
|
$298,499
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,354
shares
|
$297,701
0.02% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
3,348
shares
|
$297,168
0.1% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
3,323
shares
|
$294,949
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
3,321
shares
|
$294,771
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
3,312
shares
|
$293,973
0.27% of portfolio
|
Q3 2025
Reduced 42.06%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
3,303
shares
|
$293,174
0.03% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$292,908
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,289
shares
|
$291,931
0.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
3,279
shares
|
$291,044
0.05% of portfolio
|
Q3 2025
Reduced 33.35%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
3,275
shares
|
$290,689
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,268
shares
|
$290,067
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,261
shares
|
$289,446
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
3,254
shares
|
$288,825
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,250
shares
|
$288,470
0.03% of portfolio
|
Q4 2022
Reduced 13.4%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
3,239
shares
|
$287,493
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
3,235
shares
|
$287,138
0.03% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,200
shares
|
$284,032
0.21% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,198
shares
|
$283,854
0.01% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
3,186
shares
|
$282,789
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,183
shares
|
$282,523
0.2% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,175
shares
|
$281,813
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,168
shares
|
$281,191
0.01% of portfolio
|
Q3 2025
New holding
|
|