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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
12,648
shares
|
$1.08 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,648
shares
|
$1.08 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
12,549
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
12,504
shares
|
$1.07 Million
0.67% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
12,500
shares
|
$1.07 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
12,457
shares
|
$1.07 Million
0.53% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
12,432
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 257.96%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,421
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
12,408
shares
|
$1.06 Million
0.45% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
12,334
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 44.85%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
12,314
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2022
Added 167.87%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
12,300
shares
|
$1.05 Million
0.41% of portfolio
|
Q2 2025
Reduced 39.27%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
12,264
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
12,242
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 66.39%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,239
shares
|
$1.05 Million
0.78% of portfolio
|
Q2 2025
Added 141.78%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,230
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
12,191
shares
|
$1.04 Million
0.28% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
12,083
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,069
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
12,042
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 29.91%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
11,875
shares
|
$1.02 Million
0.45% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
11,824
shares
|
$1.01 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
11,822
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,820
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.77%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
11,743
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.01%
|