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 |
|---|---|---|---|---|---|
|
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
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
364
shares
|
$32,308
0.01% of portfolio
|
Q1 2020
Reduced 88.83%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
352
shares
|
$31,243
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
349
shares
|
$30,977
0.01% of portfolio
|
Q3 2024
Added 99.43%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
347
shares
|
$30,799
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
347
shares
|
$30,799
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$30,622
0.01% of portfolio
|
Q3 2023
Reduced 76.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
341
shares
|
$30,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
339
shares
|
$30,089
0.0% of portfolio
|
Q4 2024
Added 85.25%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
338
shares
|
$30,000
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
330
shares
|
$29,290
0.0% of portfolio
|
Q2 2025
Reduced 86.02%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
329
shares
|
$29,202
0.0% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
327
shares
|
$29,024
0.0% of portfolio
|
Q2 2023
Added 2.19%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
326
shares
|
$28,935
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
325
shares
|
$28,847
0.0% of portfolio
|
Q3 2025
Reduced 83.73%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
321
shares
|
$28,491
0.02% of portfolio
|
Q1 2021
Added 36.6%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
321
shares
|
$28,491
0.01% of portfolio
|
Q3 2025
Added 42.67%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
320
shares
|
$28,403
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
312
shares
|
$27,693
0.0% of portfolio
|
Q3 2025
Added 171.3%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
308
shares
|
$27,338
0.02% of portfolio
|
Q2 2025
Reduced 14.92%
|
|