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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
2,521
shares
|
$223,763
0.11% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,501
shares
|
$221,988
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$221,900
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$221,900
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,500
shares
|
$221,900
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,472
shares
|
$219,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
2,471
shares
|
$219,325
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
2,469
shares
|
$219,148
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
2,439
shares
|
$216,485
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
2,439
shares
|
$216,485
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,438
shares
|
$216,396
0.02% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,438
shares
|
$216,396
0.01% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,424
shares
|
$215,154
0.02% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$213,024
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
2,397
shares
|
$212,757
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
2,391
shares
|
$212,225
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,384
shares
|
$211,603
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
2,373
shares
|
$210,627
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
2,369
shares
|
$210,272
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
2,351
shares
|
$208,674
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,350
shares
|
$208,586
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
2,340
shares
|
$207,698
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
2,338
shares
|
$207,520
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,337
shares
|
$207,432
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
2,337
shares
|
$207,432
0.21% of portfolio
|
Q3 2025
Reduced 9.66%
|
|