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 |
|---|---|---|---|---|---|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
9,987
shares
|
$853,888
0.14% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
9,986
shares
|
$853,803
0.49% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,979
shares
|
$853,204
0.16% of portfolio
|
Q4 2022
Added 6.43%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
9,964
shares
|
$851,922
0.81% of portfolio
|
Q2 2025
Added 969.1%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
9,963
shares
|
$851,836
0.14% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
9,932
shares
|
$849,186
0.12% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,813
shares
|
$839,011
0.95% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
9,811
shares
|
$838,840
0.05% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
9,745
shares
|
$833,197
0.0% of portfolio
|
Q2 2025
Reduced 92.3%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
9,733
shares
|
$832,171
0.11% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
9,730
shares
|
$831,915
0.2% of portfolio
|
Q2 2025
Added 79.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
9,728
shares
|
$831,744
0.07% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
9,726
shares
|
$831,573
0.01% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
9,707
shares
|
$829,948
0.07% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
9,705
shares
|
$829,777
0.38% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
9,671
shares
|
$826,870
0.33% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,656
shares
|
$825,588
0.22% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
9,652
shares
|
$825,246
0.43% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
9,571
shares
|
$818,320
0.61% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
9,564
shares
|
$817,722
0.45% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
9,509
shares
|
$813,019
0.06% of portfolio
|
Q2 2025
Reduced 26.36%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
9,508
shares
|
$812,934
0.21% of portfolio
|
Q2 2025
Added 241.03%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
9,508
shares
|
$812,934
0.7% of portfolio
|
Q2 2025
Added 45.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,463
shares
|
$809,086
0.01% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
9,397
shares
|
$803,443
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|