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 |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
44,470
shares
|
$3.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
44,416
shares
|
$3.8 Million
4.56% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
44,050
shares
|
$3.77 Million
0.1% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
44,033
shares
|
$3.76 Million
0.77% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
44,029
shares
|
$3.76 Million
0.9% of portfolio
|
Q2 2025
Added 497.17%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
43,857
shares
|
$3.75 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
43,565
shares
|
$3.72 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
43,465
shares
|
$3.72 Million
0.68% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
43,369
shares
|
$3.71 Million
0.26% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
43,325
shares
|
$3.7 Million
0.47% of portfolio
|
Q2 2025
Reduced 84.28%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
43,151
shares
|
$3.69 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
42,689
shares
|
$3.65 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
42,673
shares
|
$3.65 Million
2.47% of portfolio
|
Q2 2022
Added 13.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,589
shares
|
$3.64 Million
0.2% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
42,284
shares
|
$3.62 Million
0.09% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
42,204
shares
|
$3.61 Million
2.9% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
42,101
shares
|
$3.6 Million
0.09% of portfolio
|
Q2 2025
Added 93.75%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
41,371
shares
|
$3.54 Million
0.89% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
41,166
shares
|
$3.52 Million
1.05% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
40,858
shares
|
$3.49 Million
1.53% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
40,506
shares
|
$3.46 Million
2.82% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40,361
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
Added 113.52%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,290
shares
|
$3.44 Million
4.88% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,561
shares
|
$3.38 Million
0.05% of portfolio
|
Q2 2024
Added 92.01%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
39,312
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2025
Added 3.91%
|