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 |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
7,794
shares
|
$666,387
0.28% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
7,776
shares
|
$664,848
0.27% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
7,774
shares
|
$664,677
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
7,759
shares
|
$663,394
0.04% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
7,747
shares
|
$662,368
0.09% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
7,716
shares
|
$659,718
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
7,711
shares
|
$659,290
0.27% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
7,693
shares
|
$657,751
0.13% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
7,668
shares
|
$655,614
0.6% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
7,656
shares
|
$654,588
0.24% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,651
shares
|
$654,160
0.1% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
7,588
shares
|
$648,774
0.14% of portfolio
|
Q2 2025
Added 103.87%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
7,517
shares
|
$642,703
0.51% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
7,508
shares
|
$641,934
0.16% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,507
shares
|
$641,848
0.11% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
7,496
shares
|
$640,908
0.41% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,489
shares
|
$640,309
0.18% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
7,475
shares
|
$639,112
0.01% of portfolio
|
Q2 2025
Added 531.33%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
7,400
shares
|
$632,700
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
7,377
shares
|
$630,733
0.1% of portfolio
|
Q2 2025
Added 222.42%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
7,362
shares
|
$629,451
0.18% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,315
shares
|
$625,432
0.08% of portfolio
|
Q2 2025
Added 66.33%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,282
shares
|
$622,611
0.12% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,191
shares
|
$614,830
0.04% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,167
shares
|
$612,778
0.41% of portfolio
|
Q4 2024
Reduced 9.14%
|