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 1,665 institutions that hold shares in the stock, with a total of 155 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
121,000
shares
|
$10.7 Million
1.56% of portfolio
|
Q3 2025
Added 95.16%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
120,123
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
118,205
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
118,099
shares
|
$10.5 Million
2.22% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
117,596
shares
|
$10.4 Million
0.07% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
117,507
shares
|
$10.4 Million
0.33% of portfolio
|
Q3 2022
Added 6.37%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
116,500
shares
|
$10.3 Million
0.93% of portfolio
|
Q3 2025
Added 1984.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
116,097
shares
|
$10.3 Million
0.29% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
114,187
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|