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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
39,258
shares
|
$3.36 Million
0.15% of portfolio
|
Q2 2025
Added 76.31%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
39,091
shares
|
$3.34 Million
1.23% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
39,057
shares
|
$3.34 Million
1.15% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
38,756
shares
|
$3.31 Million
0.93% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
38,479
shares
|
$3.29 Million
3.05% of portfolio
|
Q2 2025
Added 95.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,453
shares
|
$3.29 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
38,425
shares
|
$3.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
38,305
shares
|
$3.28 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
38,049
shares
|
$3.25 Million
0.11% of portfolio
|
Q1 2023
Reduced 9.9%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
37,980
shares
|
$3.25 Million
0.04% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,956
shares
|
$3.25 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
37,941
shares
|
$3.24 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
37,879
shares
|
$3.24 Million
1.35% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
37,738
shares
|
$3.23 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
37,738
shares
|
$3.23 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
37,621
shares
|
$3.22 Million
0.17% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
37,592
shares
|
$3.21 Million
1.64% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
37,576
shares
|
$3.21 Million
0.4% of portfolio
|
Q2 2025
Reduced 39.21%
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
37,552
shares
|
$3.21 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
37,473
shares
|
$3.2 Million
0.01% of portfolio
|
Q2 2025
Added 2079.93%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
37,439
shares
|
$3.2 Million
0.68% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
37,336
shares
|
$3.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 41.96%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
36,901
shares
|
$3.16 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
36,781
shares
|
$3.14 Million
0.12% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,693
shares
|
$3.14 Million
0.09% of portfolio
|
Q4 2023
New holding
|