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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
30,292
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
30,000
shares
|
$2.57 Million
0.35% of portfolio
|
Q2 2025
Added 76.47%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
29,981
shares
|
$2.56 Million
1.71% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
29,973
shares
|
$2.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
29,683
shares
|
$2.54 Million
0.23% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
29,334
shares
|
$2.51 Million
0.57% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
29,152
shares
|
$2.49 Million
0.32% of portfolio
|
Q2 2025
Added 41.36%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
29,055
shares
|
$2.48 Million
0.73% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
29,043
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2025
Added 42.42%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
28,988
shares
|
$2.48 Million
0.41% of portfolio
|
Q2 2025
Reduced 22.26%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
28,965
shares
|
$2.48 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
28,776
shares
|
$2.46 Million
0.06% of portfolio
|
Q4 2023
Added 156.77%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
28,770
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
28,727
shares
|
$2.46 Million
0.96% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,511
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
28,476
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
28,464
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
28,253
shares
|
$2.42 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
28,244
shares
|
$2.41 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
28,162
shares
|
$2.41 Million
0.66% of portfolio
|
Q2 2025
Reduced 55.07%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
28,159
shares
|
$2.41 Million
0.97% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
28,158
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
28,133
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
28,122
shares
|
$2.4 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
28,051
shares
|
$2.4 Million
1.03% of portfolio
|
Q2 2025
Reduced 13.74%
|