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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
470,736
shares
|
$40.2 Million
0.05% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
459,115
shares
|
$39.3 Million
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
449,564
shares
|
$38.4 Million
0.82% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
426,505
shares
|
$36.5 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
423,195
shares
|
$36.2 Million
0.82% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
396,208
shares
|
$33.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
377,884
shares
|
$32.3 Million
0.18% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
364,522
shares
|
$31.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
358,714
shares
|
$30.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
340,015
shares
|
$29.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
336,804
shares
|
$28.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
328,440
shares
|
$28.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
307,035
shares
|
$26.3 Million
1.48% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
306,614
shares
|
$26.2 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
305,433
shares
|
$26.1 Million
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
304,260
shares
|
$26 Million
0.12% of portfolio
|
Q2 2025
Added 123.77%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
295,034
shares
|
$25.2 Million
0.05% of portfolio
|
Q2 2025
Added 1375.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
293,936
shares
|
$25.1 Million
0.03% of portfolio
|
Q2 2025
Added 115.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
285,784
shares
|
$24.4 Million
0.05% of portfolio
|
Q3 2023
Added 92.83%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
275,874
shares
|
$23.6 Million
2.68% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
273,847
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
266,004
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
259,029
shares
|
$22.1 Million
0.03% of portfolio
|
Q2 2025
Added 88.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
255,911
shares
|
$21.9 Million
0.05% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
253,827
shares
|
$21.7 Million
1.01% of portfolio
|
Q2 2025
New holding
|