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 1,662 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,070,019
shares
|
$96 Million
0.17% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,032,658
shares
|
$92.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 66.53%
|
|
|
Peconic Partners LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000,000
shares
|
$89.7 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
994,566
shares
|
$89.2 Million
0.04% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
982,892
shares
|
$88.2 Million
0.11% of portfolio
|
Q3 2025
Added 19.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
976,564
shares
|
$87.6 Million
0.14% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
976,447
shares
|
$87.6 Million
0.87% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
900,000
shares
|
$80.7 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
|
$76.7 Million
9.88% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,547
shares
|
$72.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
790,510
shares
|
$70.9 Million
5.38% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
740,848
shares
|
$66.4 Million
0.06% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
669,925
shares
|
$60.1 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
|
$57.1 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
|
$54.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
558,551
shares
|
$50.1 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
557,493
shares
|
$50 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
540,490
shares
|
$48.5 Million
0.45% of portfolio
|
Q2 2025
Added 5207.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
526,757
shares
|
$47.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
517,084
shares
|
$46.4 Million
0.13% of portfolio
|
Q2 2025
Added 26.49%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
511,981
shares
|
$45.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.88%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
510,801
shares
|
$45.8 Million
4.85% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
507,976
shares
|
$45.6 Million
0.05% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
506,950
shares
|
$45.5 Million
0.8% of portfolio
|
Q2 2025
Added 42.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
494,641
shares
|
$44.4 Million
0.11% of portfolio
|
Q2 2025
Added 3052.59%
|