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 1,591 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
184
shares
|
$15,857
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
180
shares
|
$15,512
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
180
shares
|
$15,512
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
178
shares
|
$15,340
0.01% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
175
shares
|
$15,081
0.01% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
173
shares
|
$14,909
0.0% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
172
shares
|
$14,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
172
shares
|
$14,822
0.0% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
170
shares
|
$14,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
169
shares
|
$14,564
0.01% of portfolio
|
Q2 2025
Reduced 99.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
169
shares
|
$14,564
0.01% of portfolio
|
Q3 2024
Added 333.33%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
168
shares
|
$14,478
0.0% of portfolio
|
Q1 2025
Reduced 60.56%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
163
shares
|
$14,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
158
shares
|
$13,616
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$12,927
0.01% of portfolio
|
Q4 2023
Reduced 89.6%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$12,927
0.0% of portfolio
|
Q2 2023
Reduced 83.18%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
150
shares
|
$12,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
149
shares
|
$12,840
0.0% of portfolio
|
Q3 2024
Added 37.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
142
shares
|
$12,237
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
142
shares
|
$12,237
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
141
shares
|
$12,151
0.01% of portfolio
|
Q2 2022
Added 22.61%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
140
shares
|
$12,065
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
138
shares
|
$11,892
0.0% of portfolio
|
Q1 2025
Added 885.71%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
137
shares
|
$11,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
130
shares
|
$11,203
0.01% of portfolio
|
Q2 2025
New holding
|