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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
536
shares
|
$47,575
0.0% of portfolio
|
Q2 2023
Reduced 12.85%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
530
shares
|
$47,042
0.01% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
528
shares
|
$46,865
0.03% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
524
shares
|
$46,510
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
520
shares
|
$46,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
519
shares
|
$46,066
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
500
shares
|
$44,380
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
485
shares
|
$43,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
480
shares
|
$42,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
479
shares
|
$42,516
0.02% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
479
shares
|
$42,516
0.03% of portfolio
|
Q1 2025
Added 1040.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
473
shares
|
$41,983
0.0% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
473
shares
|
$41,983
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
470
shares
|
$41,717
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
454
shares
|
$40,297
0.0% of portfolio
|
Q4 2025
Added 4440.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
451
shares
|
$40,030
0.0% of portfolio
|
Q3 2022
Added 79.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
445
shares
|
$39,498
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
437
shares
|
$38,788
0.01% of portfolio
|
Q3 2025
Added 774.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
429
shares
|
$38,078
0.03% of portfolio
|
Q3 2025
Reduced 20.11%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
415
shares
|
$36,835
0.01% of portfolio
|
Q2 2022
Added 17.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
409
shares
|
$36,302
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
408
shares
|
$36,214
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
400
shares
|
$35,504
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
400
shares
|
$35,504
0.01% of portfolio
|
Q2 2021
Reduced 71.87%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
400
shares
|
$35,504
0.01% of portfolio
|
Q2 2025
Reduced 38.18%
|
|