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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
56,266
shares
|
$4.81 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
56,198
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
55,049
shares
|
$4.71 Million
1.05% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
54,719
shares
|
$4.68 Million
1.48% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
54,491
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
54,423
shares
|
$4.65 Million
0.11% of portfolio
|
Q2 2025
Reduced 26.43%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
54,343
shares
|
$4.65 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
54,163
shares
|
$4.63 Million
0.03% of portfolio
|
Q2 2025
Added 47.73%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
53,932
shares
|
$4.61 Million
0.58% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
53,732
shares
|
$4.59 Million
0.1% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
53,705
shares
|
$4.59 Million
1.27% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
53,647
shares
|
$4.59 Million
0.76% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
53,217
shares
|
$4.55 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
53,191
shares
|
$4.55 Million
4.52% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
52,897
shares
|
$4.52 Million
2.41% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
52,801
shares
|
$4.51 Million
0.02% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Valence8 Us LP
Cambridge, MA |
Aug 07, 2025 Q2 2025 |
52,772
shares
|
$4.51 Million
1.81% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
52,605
shares
|
$4.5 Million
0.34% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
52,485
shares
|
$4.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
52,242
shares
|
$4.47 Million
1.29% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
52,102
shares
|
$4.45 Million
0.51% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
52,021
shares
|
$4.45 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
51,924
shares
|
$4.44 Million
0.41% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
50,492
shares
|
$4.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
50,284
shares
|
$4.3 Million
0.23% of portfolio
|
Q1 2025
Added 1.31%
|