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 153 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
76,100
shares
|
$6.75 Million
2.08% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
76,056
shares
|
$6.75 Million
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
75,588
shares
|
$6.71 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
74,801
shares
|
$6.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 23.74%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
74,768
shares
|
$6.64 Million
1.28% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
74,672
shares
|
$6.63 Million
0.45% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
74,647
shares
|
$6.63 Million
0.19% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
73,795
shares
|
$6.55 Million
2.1% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
73,732
shares
|
$6.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
73,301
shares
|
$6.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
72,898
shares
|
$6.47 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
72,847
shares
|
$6.47 Million
0.59% of portfolio
|
Q3 2023
Added 21.94%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
71,990
shares
|
$6.39 Million
0.03% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
71,470
shares
|
$6.34 Million
0.17% of portfolio
|
Q3 2025
Added 1983.67%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
70,969
shares
|
$6.3 Million
0.42% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
70,708
shares
|
$6.28 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
70,008
shares
|
$6.21 Million
1.54% of portfolio
|
Q3 2025
Added 30.36%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
69,642
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.71%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
69,367
shares
|
$6.16 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
69,365
shares
|
$6.16 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
69,296
shares
|
$6.15 Million
0.78% of portfolio
|
Q3 2025
Added 389.72%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
69,229
shares
|
$6.14 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
69,197
shares
|
$6.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
68,586
shares
|
$6.09 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
68,421
shares
|
$6.07 Million
1.02% of portfolio
|
Q3 2025
Added 1.95%
|