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 |
|---|---|---|---|---|---|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
8,574
shares
|
$733,077
0.22% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
8,545
shares
|
$730,597
0.46% of portfolio
|
Q3 2023
Reduced 2.29%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
8,516
shares
|
$728,118
0.0% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,470
shares
|
$724,185
0.17% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
8,462
shares
|
$723,501
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,401
shares
|
$718,285
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,370
shares
|
$715,635
0.0% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,346
shares
|
$713,583
0.01% of portfolio
|
Q2 2025
Added 65.63%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
8,338
shares
|
$712,899
0.13% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
8,276
shares
|
$707,598
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
8,174
shares
|
$698,877
0.42% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,108
shares
|
$693,234
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,085
shares
|
$691,267
0.19% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
8,085
shares
|
$691,267
0.15% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,080
shares
|
$690,840
0.37% of portfolio
|
Q1 2023
Added 2.66%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
7,988
shares
|
$682,974
0.31% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
7,984
shares
|
$682,632
0.09% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,952
shares
|
$679,896
0.0% of portfolio
|
Q2 2025
Reduced 22.23%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
7,918
shares
|
$676,989
0.06% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,910
shares
|
$676,305
0.2% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
7,900
shares
|
$675,450
0.03% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,895
shares
|
$675,022
0.07% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
7,866
shares
|
$672,543
0.14% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,847
shares
|
$670,918
0.43% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
7,844
shares
|
$670,662
1.2% of portfolio
|
Q3 2022
Added 104.06%
|