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 |
|---|---|---|---|---|---|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,549
shares
|
$2.18 Million
0.22% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
25,541
shares
|
$2.18 Million
0.61% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
25,247
shares
|
$2.16 Million
0.7% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,142
shares
|
$2.15 Million
0.14% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
25,071
shares
|
$2.14 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
24,960
shares
|
$2.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
24,525
shares
|
$2.1 Million
0.2% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
24,499
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
24,400
shares
|
$2.09 Million
0.16% of portfolio
|
Q2 2025
Reduced 80.87%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
24,282
shares
|
$2.08 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
24,220
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
24,120
shares
|
$2.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
24,000
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
23,955
shares
|
$2.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,773
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23,741
shares
|
$2.03 Million
0.67% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
23,631
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
23,609
shares
|
$2.02 Million
1.58% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
23,600
shares
|
$2.02 Million
0.17% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
23,516
shares
|
$2.01 Million
0.37% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
23,375
shares
|
$2 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23,372
shares
|
$2 Million
0.02% of portfolio
|
Q4 2023
Added 4574.4%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
23,353
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
23,221
shares
|
$1.99 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
23,112
shares
|
$1.98 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.1%
|