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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,738
shares
|
$243,024
0.07% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,732
shares
|
$242,492
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,732
shares
|
$242,492
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
2,730
shares
|
$242,314
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,693
shares
|
$239,030
0.03% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
2,675
shares
|
$237,433
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
2,660
shares
|
$236,101
0.02% of portfolio
|
Q3 2025
Reduced 69.57%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,654
shares
|
$235,569
0.32% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,650
shares
|
$235,214
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
2,648
shares
|
$235,036
0.07% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
2,625
shares
|
$232,995
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,620
shares
|
$232,551
0.02% of portfolio
|
Q2 2025
Reduced 50.44%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,619
shares
|
$232,462
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
2,608
shares
|
$231,486
0.02% of portfolio
|
Q4 2025
Added 243.61%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,605
shares
|
$231,219
0.06% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
2,591
shares
|
$229,977
0.06% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
2,585
shares
|
$229,444
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
2,572
shares
|
$228,290
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
2,572
shares
|
$228,290
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,570
shares
|
$228,113
0.0% of portfolio
|
Q3 2025
Reduced 35.86%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,565
shares
|
$227,669
0.0% of portfolio
|
Q3 2025
Reduced 78.3%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,563
shares
|
$227,491
0.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
2,549
shares
|
$226,249
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
2,535
shares
|
$225,006
0.07% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,530
shares
|
$224,562
0.03% of portfolio
|
Q2 2025
New holding
|
|