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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,247
shares
|
$790,618
0.04% of portfolio
|
Q2 2025
Reduced 63.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
9,170
shares
|
$784,035
0.03% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
9,137
shares
|
$781,213
0.25% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,132
shares
|
$780,786
0.18% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
9,128
shares
|
$780,444
0.0% of portfolio
|
Q2 2025
Reduced 63.35%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$779,674
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
9,107
shares
|
$778,648
0.34% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,996
shares
|
$769,158
0.04% of portfolio
|
Q2 2025
Added 113.99%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
8,988
shares
|
$768,474
0.14% of portfolio
|
Q2 2025
Reduced 86.86%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
8,952
shares
|
$765,396
0.24% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,950
shares
|
$765,225
0.14% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
8,938
shares
|
$764,199
0.23% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
8,932
shares
|
$763,686
0.52% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
8,906
shares
|
$761,463
0.02% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
8,849
shares
|
$756,589
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
8,836
shares
|
$755,478
0.13% of portfolio
|
Q2 2025
Added 39.99%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
8,816
shares
|
$753,768
0.61% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
8,805
shares
|
$752,827
0.44% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
8,741
shares
|
$747,355
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,730
shares
|
$746,415
0.07% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
8,659
shares
|
$740,344
0.0% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
8,604
shares
|
$735,642
0.56% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
8,598
shares
|
$735,129
0.4% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
8,596
shares
|
$734,958
0.49% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
8,580
shares
|
$733,590
0.01% of portfolio
|
Q2 2025
Added 5.22%
|