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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
305
shares
|
$27,071
0.01% of portfolio
|
Q3 2025
Reduced 99.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
303
shares
|
$26,894
0.0% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
301
shares
|
$26,716
0.02% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
300
shares
|
$26,628
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$26,628
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
300
shares
|
$26,628
0.0% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
299
shares
|
$26,539
0.0% of portfolio
|
Q3 2025
Reduced 60.5%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
296
shares
|
$26,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
290
shares
|
$25,740
0.03% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
289
shares
|
$25,651
0.03% of portfolio
|
Q1 2025
Reduced 58.12%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
280
shares
|
$24,852
0.03% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
280
shares
|
$24,852
0.01% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
277
shares
|
$24,586
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
270
shares
|
$23,965
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
266
shares
|
$23,610
0.01% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
264
shares
|
$23,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
246
shares
|
$21,834
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
240
shares
|
$21,302
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
234
shares
|
$20,769
0.0% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
234
shares
|
$20,769
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$20,592
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
232
shares
|
$20,592
0.0% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
226
shares
|
$20,059
0.0% of portfolio
|
Q1 2025
Reduced 72.93%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
223
shares
|
$19,793
0.01% of portfolio
|
Q4 2025
Added 102.73%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
222
shares
|
$19,704
0.0% of portfolio
|
Q3 2024
New holding
|
|