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 1,623 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
72,821
shares
|
$6.23 Million
2.34% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
72,642
shares
|
$6.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,394
shares
|
$6.19 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
72,168
shares
|
$6.17 Million
0.44% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
71,990
shares
|
$6.16 Million
0.03% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
71,636
shares
|
$6.12 Million
2.01% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
71,014
shares
|
$6.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
70,199
shares
|
$6 Million
1.87% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
69,863
shares
|
$5.97 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
69,746
shares
|
$5.96 Million
0.17% of portfolio
|
Q2 2025
Reduced 78.16%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
69,642
shares
|
$5.95 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.71%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
69,229
shares
|
$5.92 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
69,197
shares
|
$5.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
68,863
shares
|
$5.89 Million
1.3% of portfolio
|
Q2 2025
Added 84.31%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
68,586
shares
|
$5.86 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,155
shares
|
$5.83 Million
0.47% of portfolio
|
Q4 2022
Added 9.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
67,923
shares
|
$5.81 Million
2.07% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
67,874
shares
|
$5.8 Million
0.02% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
67,753
shares
|
$5.79 Million
2.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
67,587
shares
|
$5.78 Million
4.63% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
67,128
shares
|
$5.74 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
67,111
shares
|
$5.74 Million
0.96% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
65,996
shares
|
$5.64 Million
1.96% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
65,344
shares
|
$5.59 Million
1.99% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
65,271
shares
|
$5.58 Million
1.67% of portfolio
|
Q2 2025
Added 66.52%
|