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 159 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
93,383
shares
|
$8.29 Million
0.46% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
93,236
shares
|
$8.28 Million
0.18% of portfolio
|
Q2 2025
Reduced 48.72%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
92,728
shares
|
$8.23 Million
0.55% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
92,620
shares
|
$8.22 Million
2.16% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
92,436
shares
|
$8.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.36%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
91,667
shares
|
$8.14 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,648
shares
|
$8.13 Million
0.25% of portfolio
|
Q2 2020
Added 5.45%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
90,326
shares
|
$8.02 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
89,270
shares
|
$7.92 Million
0.45% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
88,933
shares
|
$7.89 Million
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
88,246
shares
|
$7.83 Million
0.07% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
87,120
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
87,085
shares
|
$7.73 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
87,064
shares
|
$7.73 Million
0.05% of portfolio
|
Q2 2025
Added 80.37%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
85,716
shares
|
$7.61 Million
3.51% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
85,618
shares
|
$7.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
84,846
shares
|
$7.53 Million
0.22% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
84,754
shares
|
$7.52 Million
0.27% of portfolio
|
Q3 2025
Added 301.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
84,618
shares
|
$7.51 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
83,609
shares
|
$7.42 Million
2.78% of portfolio
|
Q4 2025
Added 98.48%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
83,166
shares
|
$7.38 Million
0.81% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
82,861
shares
|
$7.35 Million
0.14% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
82,797
shares
|
$7.35 Million
0.07% of portfolio
|
Q3 2025
Added 132.03%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
82,343
shares
|
$7.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
81,270
shares
|
$7.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.6%
|
|