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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
36,479
shares
|
$3.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
36,333
shares
|
$3.11 Million
0.39% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
35,823
shares
|
$3.06 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
35,807
shares
|
$3.06 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
35,684
shares
|
$3.05 Million
0.03% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
35,546
shares
|
$3.04 Million
3.11% of portfolio
|
Q2 2025
Added 287.46%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
35,542
shares
|
$3.04 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
35,455
shares
|
$3.03 Million
2.31% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
35,412
shares
|
$3.03 Million
0.5% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Rye Brook Capital LLC
|
Jul 23, 2025 Q2 2025 |
34,850
shares
|
$2.98 Million
2.97% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
34,806
shares
|
$2.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
34,736
shares
|
$2.97 Million
1.2% of portfolio
|
Q2 2025
Added 29.86%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,679
shares
|
$2.97 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
34,575
shares
|
$2.96 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
34,562
shares
|
$2.96 Million
1.39% of portfolio
|
Q2 2025
Added 43.03%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
34,501
shares
|
$2.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
34,479
shares
|
$2.95 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
34,236
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
34,000
shares
|
$2.91 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
33,870
shares
|
$2.9 Million
0.37% of portfolio
|
Q2 2025
Added 41.89%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
33,812
shares
|
$2.89 Million
1.3% of portfolio
|
Q2 2025
Reduced 55.93%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
33,794
shares
|
$2.89 Million
0.2% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
33,728
shares
|
$2.88 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
33,611
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
33,424
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Added 217.54%
|