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 |
|---|---|---|---|---|---|
|
Granby Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
65,000
shares
|
$5.56 Million
2.97% of portfolio
|
Q2 2024
New holding
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
64,754
shares
|
$5.54 Million
9.25% of portfolio
|
Q4 2023
New holding
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Aug 05, 2025 Q2 2025 |
64,453
shares
|
$5.51 Million
5.25% of portfolio
|
Q2 2025
Added 52.18%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
64,265
shares
|
$5.49 Million
1.37% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
64,241
shares
|
$5.49 Million
2.92% of portfolio
|
Q2 2025
Added 16894.97%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
63,950
shares
|
$5.47 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
63,495
shares
|
$5.43 Million
0.4% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
63,364
shares
|
$5.42 Million
0.34% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
63,351
shares
|
$5.42 Million
2.74% of portfolio
|
Q2 2025
Added 1316.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
63,344
shares
|
$5.42 Million
0.21% of portfolio
|
Q2 2025
Added 87.97%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
63,076
shares
|
$5.39 Million
0.39% of portfolio
|
Q2 2025
Added 1177.88%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
62,467
shares
|
$5.34 Million
0.72% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
62,396
shares
|
$5.33 Million
1.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
62,087
shares
|
$5.31 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
62,000
shares
|
$5.3 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
61,637
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
61,362
shares
|
$5.25 Million
1.15% of portfolio
|
Q4 2024
Added 92.94%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
60,799
shares
|
$5.2 Million
2.79% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60,341
shares
|
$5.16 Million
1.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
59,680
shares
|
$5.1 Million
3.2% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
59,532
shares
|
$5.09 Million
1.39% of portfolio
|
Q2 2025
Added 30.08%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
59,308
shares
|
$5.07 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
58,511
shares
|
$5 Million
1.26% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
58,493
shares
|
$5 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
58,098
shares
|
$4.97 Million
2.53% of portfolio
|
Q2 2025
New holding
|