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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,867
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
17,863
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 47.88%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
17,812
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
17,785
shares
|
$1.52 Million
0.53% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
17,697
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
17,632
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,525
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
17,500
shares
|
$1.5 Million
0.17% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
17,486
shares
|
$1.5 Million
0.7% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
17,439
shares
|
$1.49 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,315
shares
|
$1.48 Million
0.16% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17,293
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 70.53%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,288
shares
|
$1.48 Million
0.18% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
17,244
shares
|
$1.47 Million
0.59% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
17,197
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
17,193
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
17,022
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,789
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
16,687
shares
|
$1.43 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.75%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
16,648
shares
|
$1.42 Million
0.55% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
16,522
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
16,480
shares
|
$1.41 Million
1.15% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,406
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
16,388
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.07%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
16,382
shares
|
$1.4 Million
1.06% of portfolio
|
Q2 2025
Added 3.35%
|