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 |
|---|---|---|---|---|---|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
976,447
shares
|
$83.5 Million
0.87% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
900,000
shares
|
$77 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Main Management Fund Advisors LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
855,200
shares
|
$73.1 Million
9.88% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
825,625
shares
|
$70.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
823,232
shares
|
$70.4 Million
0.09% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,547
shares
|
$69.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
740,848
shares
|
$63.3 Million
0.06% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
729,278
shares
|
$62.4 Million
0.03% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
727,888
shares
|
$62.2 Million
5.4% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
669,925
shares
|
$57.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
636,225
shares
|
$54.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
605,907
shares
|
$51.8 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
583,410
shares
|
$49.9 Million
0.28% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
577,453
shares
|
$49.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
557,493
shares
|
$47.7 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
555,588
shares
|
$47.5 Million
0.62% of portfolio
|
Q2 2025
Added 945.36%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
545,820
shares
|
$46.7 Million
0.07% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
540,490
shares
|
$46.2 Million
0.45% of portfolio
|
Q2 2025
Added 5207.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
526,757
shares
|
$45 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
517,084
shares
|
$44.2 Million
0.13% of portfolio
|
Q2 2025
Added 26.49%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
511,981
shares
|
$43.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.88%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
510,801
shares
|
$43.7 Million
4.85% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
506,950
shares
|
$43.3 Million
0.8% of portfolio
|
Q2 2025
Added 42.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
494,641
shares
|
$42.3 Million
0.11% of portfolio
|
Q2 2025
Added 3052.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
490,576
shares
|
$41.9 Million
0.05% of portfolio
|
Q2 2025
Added 7.56%
|