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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,756
shares
|
$919,638
0.44% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,725
shares
|
$916,987
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,698
shares
|
$914,679
0.09% of portfolio
|
Q3 2022
Reduced 30.21%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
10,683
shares
|
$913,396
0.29% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
10,613
shares
|
$907,411
0.74% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
10,600
shares
|
$906,300
0.14% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,596
shares
|
$905,958
0.03% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,586
shares
|
$905,103
0.07% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$901,597
0.1% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,504
shares
|
$898,092
0.05% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
10,413
shares
|
$890,311
0.24% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
10,407
shares
|
$889,798
0.12% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
10,407
shares
|
$889,798
0.55% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
10,392
shares
|
$888,516
0.13% of portfolio
|
Q2 2025
Reduced 87.6%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
10,265
shares
|
$877,657
0.03% of portfolio
|
Q2 2025
Reduced 67.46%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
10,250
shares
|
$876,375
0.16% of portfolio
|
Q2 2025
Reduced 33.62%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,215
shares
|
$873,382
0.01% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,215
shares
|
$873,382
0.32% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
10,210
shares
|
$872,955
0.22% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
10,172
shares
|
$869,706
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,168
shares
|
$869,364
0.01% of portfolio
|
Q2 2025
Reduced 37.4%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
10,118
shares
|
$865,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
10,075
shares
|
$861,412
0.03% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,050
shares
|
$859,275
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
10,030
shares
|
$857,565
0.48% of portfolio
|
Q2 2025
Added 0.5%
|