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 |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
113,950
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
113,376
shares
|
$10.1 Million
0.88% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
111,055
shares
|
$9.86 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
109,681
shares
|
$9.74 Million
0.05% of portfolio
|
Q3 2025
Added 102.5%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
109,448
shares
|
$9.71 Million
2.08% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
109,438
shares
|
$9.71 Million
0.15% of portfolio
|
Q3 2025
Added 27.36%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
109,250
shares
|
$9.7 Million
1.27% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
108,797
shares
|
$9.66 Million
0.2% of portfolio
|
Q3 2025
Added 99.91%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
106,782
shares
|
$9.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 37.26%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
105,964
shares
|
$9.41 Million
1.98% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
105,540
shares
|
$9.37 Million
0.01% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
105,369
shares
|
$9.35 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,287
shares
|
$9.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
104,715
shares
|
$9.29 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
104,413
shares
|
$9.27 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
103,596
shares
|
$9.2 Million
0.04% of portfolio
|
Q3 2025
Added 1034.93%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
103,490
shares
|
$9.19 Million
0.37% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
103,209
shares
|
$9.16 Million
2.04% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
102,086
shares
|
$9.06 Million
0.41% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
102,069
shares
|
$9.06 Million
0.18% of portfolio
|
Q3 2025
Added 449.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
101,108
shares
|
$8.97 Million
0.11% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
100,916
shares
|
$8.96 Million
0.24% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
100,893
shares
|
$8.96 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
100,278
shares
|
$8.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
99,836
shares
|
$8.86 Million
0.15% of portfolio
|
Q3 2025
Added 37.44%
|
|