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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
33,420
shares
|
$2.86 Million
0.11% of portfolio
|
Q2 2025
Added 310.72%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
33,298
shares
|
$2.85 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
33,146
shares
|
$2.83 Million
0.1% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
33,046
shares
|
$2.83 Million
0.19% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
32,991
shares
|
$2.82 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
32,934
shares
|
$2.82 Million
0.68% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
32,842
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 30.75%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
32,654
shares
|
$2.79 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
32,134
shares
|
$2.75 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
32,121
shares
|
$2.75 Million
0.24% of portfolio
|
Q2 2025
Reduced 30.59%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
32,036
shares
|
$2.74 Million
0.32% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
31,776
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
31,745
shares
|
$2.71 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,691
shares
|
$2.71 Million
1.58% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
31,665
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2025
Added 96.41%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
31,609
shares
|
$2.7 Million
0.13% of portfolio
|
Q2 2025
Added 61.34%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
31,453
shares
|
$2.69 Million
0.61% of portfolio
|
Q2 2025
Added 37.59%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
31,350
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
31,346
shares
|
$2.68 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
31,231
shares
|
$2.67 Million
0.07% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
30,978
shares
|
$2.65 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
30,856
shares
|
$2.64 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
30,831
shares
|
$2.64 Million
2.0% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
30,601
shares
|
$2.62 Million
1.25% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
30,391
shares
|
$2.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.8%
|