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 1,666 institutions that hold shares in the stock, with a total of 156 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
68,756
shares
|
$6.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
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%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
68,222
shares
|
$6.06 Million
0.51% of portfolio
|
Q4 2025
Added 122.69%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,155
shares
|
$6.05 Million
0.47% of portfolio
|
Q4 2022
Added 9.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
67,923
shares
|
$6.03 Million
2.07% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
67,487
shares
|
$5.99 Million
5.16% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
67,302
shares
|
$5.97 Million
0.45% of portfolio
|
Q4 2025
Added 95.9%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
66,918
shares
|
$5.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
66,909
shares
|
$5.94 Million
0.22% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
66,550
shares
|
$5.91 Million
1.32% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
65,934
shares
|
$5.85 Million
0.39% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
65,532
shares
|
$5.82 Million
0.31% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
65,124
shares
|
$5.78 Million
1.18% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
65,037
shares
|
$5.77 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Granby Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
65,000
shares
|
$5.77 Million
3.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
64,754
shares
|
$5.75 Million
9.25% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
64,275
shares
|
$5.71 Million
1.93% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
64,265
shares
|
$5.7 Million
1.37% of portfolio
|
Q1 2024
New holding
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 07, 2025 Q3 2025 |
63,698
shares
|
$5.65 Million
1.9% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
63,209
shares
|
$5.61 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
62,316
shares
|
$5.53 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
62,014
shares
|
$5.5 Million
0.1% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
61,362
shares
|
$5.45 Million
1.15% of portfolio
|
Q4 2024
Added 92.94%
|
|