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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
28,010
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
27,755
shares
|
$2.37 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
27,526
shares
|
$2.35 Million
0.28% of portfolio
|
Q2 2025
Added 80.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
27,495
shares
|
$2.35 Million
0.05% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
27,469
shares
|
$2.35 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
27,451
shares
|
$2.35 Million
0.05% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
27,420
shares
|
$2.34 Million
1.15% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
27,182
shares
|
$2.32 Million
0.31% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
27,175
shares
|
$2.32 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
27,133
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 64.48%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
26,986
shares
|
$2.31 Million
1.34% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
26,975
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
26,792
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
26,731
shares
|
$2.29 Million
0.07% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
26,645
shares
|
$2.28 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
26,565
shares
|
$2.27 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
26,420
shares
|
$2.26 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
26,274
shares
|
$2.25 Million
0.64% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
26,190
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Added 2205.46%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
26,095
shares
|
$2.23 Million
0.89% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
26,074
shares
|
$2.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
25,822
shares
|
$2.21 Million
1.11% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25,771
shares
|
$2.2 Million
1.07% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,628
shares
|
$2.19 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
25,575
shares
|
$2.19 Million
0.39% of portfolio
|
Q2 2025
Added 45.26%
|