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 160 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
1,724
shares
|
$153,022
0.04% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,686
shares
|
$149,649
0.0% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,671
shares
|
$148,317
0.03% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,660
shares
|
$147,341
0.02% of portfolio
|
Q4 2025
Added 1395.5%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,658
shares
|
$147,164
0.05% of portfolio
|
Q3 2024
Added 139.6%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,640
shares
|
$145,566
0.0% of portfolio
|
Q3 2025
Reduced 23.36%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,637
shares
|
$145,300
0.06% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,636
shares
|
$145,211
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
1,610
shares
|
$142,903
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
1,604
shares
|
$142,371
0.0% of portfolio
|
Q3 2025
Reduced 53.06%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,600
shares
|
$142,016
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,598
shares
|
$141,838
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,592
shares
|
$141,305
0.01% of portfolio
|
Q3 2025
Added 33.56%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
1,571
shares
|
$139,441
0.14% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,571
shares
|
$139,441
0.01% of portfolio
|
Q3 2025
Added 57.1%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
1,570
shares
|
$139,353
0.08% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,562
shares
|
$138,643
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,552
shares
|
$137,755
0.04% of portfolio
|
Q1 2025
Reduced 27.34%
|
|