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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
84,862
shares
|
$7.53 Million
0.22% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
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%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
84,626
shares
|
$7.51 Million
1.06% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
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%
|
|
|
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%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
80,514
shares
|
$7.15 Million
1.66% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
79,716
shares
|
$7.08 Million
0.47% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
79,463
shares
|
$7.05 Million
3.39% of portfolio
|
Q3 2025
Added 189.28%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
79,228
shares
|
$7.03 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
78,980
shares
|
$7.01 Million
0.77% of portfolio
|
Q2 2022
Added 0.53%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
78,925
shares
|
$7.01 Million
1.75% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
77,770
shares
|
$6.9 Million
3.69% of portfolio
|
Q3 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
77,001
shares
|
$6.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
76,432
shares
|
$6.78 Million
2.48% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
76,209
shares
|
$6.76 Million
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
76,169
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
76,142
shares
|
$6.76 Million
0.05% of portfolio
|
Q3 2025
Added 13.43%
|
|