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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,263
shares
|
$112,103
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,257
shares
|
$111,571
0.09% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,254
shares
|
$111,305
0.03% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,239
shares
|
$109,973
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$106,512
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
1,200
shares
|
$106,512
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$106,512
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
1,200
shares
|
$106,512
0.0% of portfolio
|
Q3 2025
Reduced 82.87%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
1,199
shares
|
$106,423
0.02% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,160
shares
|
$102,961
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
1,150
shares
|
$102,074
0.03% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
1,098
shares
|
$97,458
0.01% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
1,083
shares
|
$96,127
0.02% of portfolio
|
Q3 2025
Reduced 97.51%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,080
shares
|
$95,860
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,021
shares
|
$90,623
0.02% of portfolio
|
Q3 2025
Reduced 79.94%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,005
shares
|
$89,203
0.0% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,004
shares
|
$89,115
0.01% of portfolio
|
Q2 2025
Reduced 97.68%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,000
shares
|
$88,760
0.0% of portfolio
|
Q4 2025
Added 89.39%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$88,760
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
995
shares
|
$88,316
0.03% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
966
shares
|
$85,742
0.02% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
965
shares
|
$85,653
0.01% of portfolio
|
Q4 2024
New holding
|
|