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 1,672 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
154,251
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
153,703
shares
|
$13.6 Million
0.58% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
153,468
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
150,787
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
147,154
shares
|
$13.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 51.64%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
146,837
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
146,167
shares
|
$13 Million
0.71% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
146,112
shares
|
$13 Million
0.59% of portfolio
|
Q3 2025
Added 24.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
143,626
shares
|
$12.7 Million
0.43% of portfolio
|
Q4 2025
Added 69.25%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
143,092
shares
|
$12.7 Million
1.36% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
142,367
shares
|
$12.6 Million
0.11% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
137,849
shares
|
$12.2 Million
0.24% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
135,394
shares
|
$12 Million
0.81% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
135,375
shares
|
$12 Million
0.08% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
134,571
shares
|
$11.9 Million
0.38% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
132,934
shares
|
$11.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
131,912
shares
|
$11.7 Million
4.95% of portfolio
|
Q4 2025
Added 142.06%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
129,508
shares
|
$11.5 Million
0.36% of portfolio
|
Q4 2025
Added 96.42%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
129,192
shares
|
$11.5 Million
4.7% of portfolio
|
Q3 2025
Added 167.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
128,930
shares
|
$11.4 Million
0.45% of portfolio
|
Q3 2025
Added 159.79%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
126,452
shares
|
$11.2 Million
2.62% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
126,347
shares
|
$11.2 Million
0.22% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
123,898
shares
|
$11 Million
0.66% of portfolio
|
Q4 2025
Added 96.01%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
123,546
shares
|
$11 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
123,298
shares
|
$10.9 Million
0.54% of portfolio
|
Q3 2025
Added 596.72%
|
|