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 |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
13,696
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
13,577
shares
|
$1.16 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
13,573
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 19.98%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
13,561
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
13,513
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2022
Added 163.36%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
13,465
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
13,434
shares
|
$1.15 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
13,406
shares
|
$1.15 Million
0.88% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
13,330
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
13,299
shares
|
$1.14 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
13,202
shares
|
$1.13 Million
0.51% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
13,167
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
13,072
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,021
shares
|
$1.11 Million
0.89% of portfolio
|
Q4 2022
Reduced 5.43%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
13,003
shares
|
$1.11 Million
0.22% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
12,957
shares
|
$1.11 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
12,863
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Added 117.72%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,825
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Added 225.18%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
12,789
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
12,732
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
12,717
shares
|
$1.09 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
12,717
shares
|
$1.09 Million
0.51% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
12,702
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
12,700
shares
|
$1.09 Million
1.73% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,693
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 1.8%
|