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 |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
16,240
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 66.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
16,164
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
16,115
shares
|
$1.38 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
15,889
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
15,820
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
15,713
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
15,705
shares
|
$1.34 Million
1.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
15,667
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 47.35%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,612
shares
|
$1.33 Million
0.44% of portfolio
|
Q4 2022
Reduced 98.58%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
15,544
shares
|
$1.33 Million
1.36% of portfolio
|
Q2 2025
Added 312.42%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
15,534
shares
|
$1.33 Million
0.72% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
15,519
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
15,409
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 43.09%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
15,405
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
15,262
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
15,260
shares
|
$1.3 Million
1.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,256
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,230
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
15,213
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,149
shares
|
$1.3 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
14,957
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
14,952
shares
|
$1.28 Million
0.19% of portfolio
|
Q2 2025
Added 221.27%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
14,901
shares
|
$1.27 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
14,899
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Added 105.62%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,881
shares
|
$1.27 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.98%
|