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 1,662 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
470,736
shares
|
$42.2 Million
0.05% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
459,664
shares
|
$41.2 Million
0.82% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
459,115
shares
|
$41.2 Million
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
427,835
shares
|
$38.4 Million
0.83% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
421,756
shares
|
$37.8 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
396,208
shares
|
$35.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
381,524
shares
|
$34.2 Million
0.02% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
377,884
shares
|
$33.9 Million
0.18% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
364,522
shares
|
$32.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
358,714
shares
|
$32.2 Million
0.67% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 03, 2025 Q3 2025 |
342,383
shares
|
$30.7 Million
0.41% of portfolio
|
Q3 2025
Reduced 38.37%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
336,804
shares
|
$30.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
328,440
shares
|
$29.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
311,796
shares
|
$28 Million
1.49% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
306,614
shares
|
$27.5 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
305,433
shares
|
$27.4 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
295,034
shares
|
$26.5 Million
0.05% of portfolio
|
Q2 2025
Added 1375.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
285,784
shares
|
$25.6 Million
0.05% of portfolio
|
Q3 2023
Added 92.83%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
282,184
shares
|
$25.3 Million
2.91% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
273,847
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
273,034
shares
|
$24.5 Million
0.07% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
266,004
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
259,029
shares
|
$23.2 Million
0.03% of portfolio
|
Q2 2025
Added 88.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
255,911
shares
|
$23 Million
0.05% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
253,827
shares
|
$22.8 Million
1.01% of portfolio
|
Q2 2025
New holding
|