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 |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
14,847
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,787
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
14,547
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
14,489
shares
|
$1.24 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14,376
shares
|
$1.23 Million
0.45% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,374
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Added 289.86%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
14,370
shares
|
$1.23 Million
0.59% of portfolio
|
Q2 2025
Reduced 75.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
14,356
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
14,261
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,247
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2023
Reduced 15.08%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
14,245
shares
|
$1.22 Million
1.23% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Aug 12, 2025 Q2 2025 |
14,220
shares
|
$1.22 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
14,150
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2025
Added 299.49%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
14,131
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 87.78%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
13,932
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,907
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,846
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
13,846
shares
|
$1.18 Million
0.31% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
13,839
shares
|
$1.18 Million
0.47% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,832
shares
|
$1.18 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,823
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,814
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
13,803
shares
|
$1.18 Million
0.71% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,712
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
13,699
shares
|
$1.17 Million
0.47% of portfolio
|
Q2 2025
Added 5.29%
|