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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
21,243
shares
|
$1.82 Million
0.11% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
21,211
shares
|
$1.81 Million
0.99% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
21,203
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
21,182
shares
|
$1.81 Million
0.26% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
21,181
shares
|
$1.81 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
21,157
shares
|
$1.81 Million
1.32% of portfolio
|
Q2 2025
Added 26681.01%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
21,143
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Reduced 57.93%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
21,117
shares
|
$1.81 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
21,105
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
21,094
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,075
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
20,967
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
20,937
shares
|
$1.79 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,918
shares
|
$1.79 Million
0.29% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
20,867
shares
|
$1.78 Million
0.13% of portfolio
|
Q2 2025
Added 35.82%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
20,846
shares
|
$1.78 Million
0.2% of portfolio
|
Q2 2025
Added 1042200.0%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
20,785
shares
|
$1.78 Million
0.62% of portfolio
|
Q2 2025
Added 23.27%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,771
shares
|
$1.78 Million
0.58% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
20,668
shares
|
$1.77 Million
1.1% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
20,541
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,528
shares
|
$1.76 Million
0.2% of portfolio
|
Q2 2023
Reduced 12.95%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
20,479
shares
|
$1.75 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
20,407
shares
|
$1.74 Million
0.18% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
20,188
shares
|
$1.73 Million
0.64% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
20,118
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 5.15%
|