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 |
|---|---|---|---|---|---|
|
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
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
963
shares
|
$85,475
0.02% of portfolio
|
Q2 2025
Reduced 66.03%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
944
shares
|
$83,789
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$83,523
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
935
shares
|
$82,990
0.03% of portfolio
|
Q4 2023
Added 68.47%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
916
shares
|
$81,304
0.01% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
897
shares
|
$79,617
0.64% of portfolio
|
Q3 2025
Reduced 84.19%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
865
shares
|
$76,777
0.03% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
865
shares
|
$76,777
0.01% of portfolio
|
Q3 2025
Reduced 24.78%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
850
shares
|
$75,446
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
846
shares
|
$75,090
0.07% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
825
shares
|
$73,227
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
800
shares
|
$71,008
0.01% of portfolio
|
Q4 2025
Added 162.3%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
798
shares
|
$70,830
0.01% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
787
shares
|
$69,854
0.02% of portfolio
|
Q3 2025
Added 293.5%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
785
shares
|
$69,676
0.04% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
777
shares
|
$68,966
0.02% of portfolio
|
Q3 2025
Reduced 98.48%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
730
shares
|
$64,794
0.01% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
722
shares
|
$64,084
0.02% of portfolio
|
Q2 2025
Reduced 24.48%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
700
shares
|
$62,132
0.02% of portfolio
|
Q3 2025
Added 203.03%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
687
shares
|
$60,978
0.03% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
682
shares
|
$60,534
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
675
shares
|
$59,913
0.0% of portfolio
|
Q2 2025
Reduced 48.08%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
667
shares
|
$59,202
0.04% of portfolio
|
Q3 2025
Reduced 16.52%
|
|