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 1,664 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 $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
800
shares
|
$71,008
0.01% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
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%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$59,025
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
647
shares
|
$57,427
0.02% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
636
shares
|
$56,451
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
630
shares
|
$55,918
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
630
shares
|
$55,918
0.03% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
625
shares
|
$55,475
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
625
shares
|
$55,475
0.05% of portfolio
|
Q4 2024
New holding
|
|