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 1,669 institutions that hold shares in the stock, with a total of 156 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 |
|---|---|---|---|---|---|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
2,330
shares
|
$206,810
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
2,302
shares
|
$204,325
0.07% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,264
shares
|
$200,952
0.15% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,247
shares
|
$199,443
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,237
shares
|
$198,556
0.04% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,196
shares
|
$194,916
0.12% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
2,180
shares
|
$193,496
0.41% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,162
shares
|
$191,899
0.0% of portfolio
|
Q2 2025
Reduced 40.06%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,109
shares
|
$187,194
0.0% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,100
shares
|
$186,396
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$186,396
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,088
shares
|
$185,330
0.14% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,074
shares
|
$184,088
0.07% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,040
shares
|
$181,070
0.01% of portfolio
|
Q4 2023
Added 36.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2,023
shares
|
$179,561
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,000
shares
|
$177,520
0.11% of portfolio
|
Q1 2018
Added 76.06%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,000
shares
|
$177,520
0.04% of portfolio
|
Q2 2021
Reduced 5.21%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
1,943
shares
|
$172,460
0.06% of portfolio
|
Q2 2025
Added 488.79%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,939
shares
|
$172,105
0.14% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,874
shares
|
$166,336
0.01% of portfolio
|
Q3 2025
Added 24.93%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,871
shares
|
$166,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,805
shares
|
$160,211
0.07% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,800
shares
|
$159,768
0.02% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,754
shares
|
$155,685
0.01% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,749
shares
|
$155,241
0.06% of portfolio
|
Q3 2025
Added 200.0%
|
|