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 |
|---|---|---|---|---|---|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
19,964
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Added 5620.34%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
19,908
shares
|
$1.7 Million
0.16% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
19,841
shares
|
$1.7 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
19,788
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
19,366
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 42.28%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
19,344
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
19,337
shares
|
$1.65 Million
0.27% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,200
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 103.17%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
19,016
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,985
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
18,950
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.77%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
18,946
shares
|
$1.62 Million
0.79% of portfolio
|
Q2 2025
Added 89.8%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
18,890
shares
|
$1.62 Million
0.34% of portfolio
|
Q2 2025
Added 233.04%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
18,775
shares
|
$1.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,664
shares
|
$1.6 Million
0.42% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
18,652
shares
|
$1.59 Million
1.74% of portfolio
|
Q2 2025
Reduced 55.65%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
18,629
shares
|
$1.59 Million
1.16% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,606
shares
|
$1.59 Million
1.12% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
18,605
shares
|
$1.59 Million
0.43% of portfolio
|
Q2 2025
Added 327.9%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
18,587
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 90.19%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18,492
shares
|
$1.58 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,459
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
18,384
shares
|
$1.57 Million
0.23% of portfolio
|
Q4 2024
Added 119.27%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
18,234
shares
|
$1.56 Million
0.42% of portfolio
|
Q2 2025
Reduced 54.58%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
17,876
shares
|
$1.53 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.15%
|