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 |
|---|---|---|---|---|---|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
23,071
shares
|
$1.97 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
23,000
shares
|
$1.97 Million
1.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,986
shares
|
$1.97 Million
0.07% of portfolio
|
Q2 2023
Reduced 11.82%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
22,840
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
22,754
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2024
Added 129.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
22,663
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2025
Added 256.17%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
22,653
shares
|
$1.94 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
22,449
shares
|
$1.92 Million
0.92% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
22,447
shares
|
$1.92 Million
0.17% of portfolio
|
Q2 2025
Added 73.03%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
22,407
shares
|
$1.92 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
22,371
shares
|
$1.91 Million
0.69% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Savior LLC
|
Jul 14, 2025 Q2 2025 |
22,289
shares
|
$1.91 Million
9.86% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
22,263
shares
|
$1.9 Million
0.78% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
22,160
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Added 116.51%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
22,000
shares
|
$1.88 Million
1.98% of portfolio
|
Q1 2023
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
21,910
shares
|
$1.87 Million
2.29% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
21,891
shares
|
$1.87 Million
0.18% of portfolio
|
Q2 2025
Added 229.73%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
21,740
shares
|
$1.86 Million
0.61% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
21,686
shares
|
$1.85 Million
0.79% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
21,670
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
21,627
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2023
Reduced 5.81%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
21,576
shares
|
$1.84 Million
0.08% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
21,508
shares
|
$1.84 Million
0.52% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
21,500
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
21,316
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|