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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,623
shares
|
$144,057
0.0% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,515
shares
|
$134,471
0.04% of portfolio
|
Q4 2022
Reduced 8.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,447
shares
|
$128,435
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,438
shares
|
$127,636
0.0% of portfolio
|
Q3 2025
Reduced 86.11%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,424
shares
|
$126,394
0.03% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,418
shares
|
$125,861
0.01% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,324
shares
|
$117,518
0.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,321
shares
|
$117,251
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,305
shares
|
$115,831
0.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,278
shares
|
$113,435
0.03% of portfolio
|
Q1 2024
Reduced 34.19%
|
|