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 157 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,115
shares
|
$276,487
0.34% of portfolio
|
Q3 2022
Reduced 6.03%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
3,114
shares
|
$276,398
0.18% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,113
shares
|
$276,309
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,107
shares
|
$275,777
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,091
shares
|
$274,357
0.03% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,078
shares
|
$273,203
0.01% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,064
shares
|
$271,960
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
3,060
shares
|
$271,605
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,054
shares
|
$271,073
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
3,051
shares
|
$270,806
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
3,049
shares
|
$270,629
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,048
shares
|
$270,540
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
3,030
shares
|
$268,942
0.13% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,022
shares
|
$268,232
0.05% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,022
shares
|
$268,232
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
3,003
shares
|
$266,546
0.09% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.18% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$266,280
0.18% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
2,984
shares
|
$264,859
0.07% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,983
shares
|
$264,771
0.12% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
2,979
shares
|
$264,416
0.0% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
2,960
shares
|
$262,729
0.1% of portfolio
|
Q2 2025
Reduced 0.84%
|
|