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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
49,877
shares
|
$4.26 Million
0.11% of portfolio
|
Q2 2025
Added 49.35%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
49,790
shares
|
$4.26 Million
1.8% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
49,628
shares
|
$4.24 Million
0.19% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
49,324
shares
|
$4.22 Million
0.04% of portfolio
|
Q2 2025
Added 1155.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$4.18 Million
0.09% of portfolio
|
Q3 2022
Added 130.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
48,748
shares
|
$4.17 Million
0.06% of portfolio
|
Q2 2025
Added 216.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
48,615
shares
|
$4.16 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
48,375
shares
|
$4.14 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
48,043
shares
|
$4.11 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
47,970
shares
|
$4.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 91.93%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
47,744
shares
|
$4.08 Million
1.56% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
47,735
shares
|
$4.08 Million
0.11% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
47,715
shares
|
$4.08 Million
2.88% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
47,701
shares
|
$4.08 Million
2.34% of portfolio
|
Q3 2023
Reduced 10.45%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
47,528
shares
|
$4.06 Million
0.06% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
47,201
shares
|
$4.04 Million
0.07% of portfolio
|
Q1 2024
Reduced 18.44%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
46,862
shares
|
$4.01 Million
0.03% of portfolio
|
Q2 2025
Added 39.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
46,533
shares
|
$3.98 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
46,486
shares
|
$3.97 Million
1.51% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
45,747
shares
|
$3.91 Million
1.21% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
45,205
shares
|
$3.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
45,084
shares
|
$3.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
44,915
shares
|
$3.84 Million
2.51% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
44,800
shares
|
$3.83 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
44,691
shares
|
$3.82 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.35%
|