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 |
|---|---|---|---|---|---|
|
Kropog Financial Group, LLC
Mandeville, LA |
Nov 10, 2025 Q3 2025 |
59,760
shares
|
$5.3 Million
4.27% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
59,680
shares
|
$5.3 Million
3.2% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
59,488
shares
|
$5.28 Million
3.44% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
58,212
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
58,139
shares
|
$5.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.74%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
58,096
shares
|
$5.16 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
57,425
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
57,103
shares
|
$5.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
56,861
shares
|
$5.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 42.12%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
56,803
shares
|
$5.04 Million
0.82% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
56,688
shares
|
$5.03 Million
0.22% of portfolio
|
Q3 2025
Reduced 76.84%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
56,568
shares
|
$5.02 Million
1.34% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
55,725
shares
|
$4.95 Million
2.97% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
55,299
shares
|
$4.91 Million
0.6% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
55,046
shares
|
$4.89 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
54,774
shares
|
$4.86 Million
1.22% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
54,677
shares
|
$4.85 Million
2.43% of portfolio
|
Q3 2025
Added 23.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
54,651
shares
|
$4.85 Million
0.12% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
54,496
shares
|
$4.84 Million
4.85% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
54,343
shares
|
$4.82 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
54,284
shares
|
$4.82 Million
0.35% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
53,704
shares
|
$4.77 Million
0.06% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
52,173
shares
|
$4.63 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
52,002
shares
|
$4.62 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
51,979
shares
|
$4.61 Million
1.77% of portfolio
|
Q3 2025
Added 4.4%
|