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 1,666 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
395
shares
|
$35,060
0.01% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
385
shares
|
$34,172
0.01% of portfolio
|
Q1 2024
Reduced 78.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
383
shares
|
$33,995
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
372
shares
|
$33,018
0.01% of portfolio
|
Q2 2025
Added 148.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
369
shares
|
$32,752
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
366
shares
|
$32,486
0.01% of portfolio
|
Q2 2025
New holding
|
|