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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,137
shares
|
$610,213
0.4% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$610,128
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
7,120
shares
|
$608,760
0.08% of portfolio
|
Q2 2025
Added 62.26%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
7,109
shares
|
$607,819
0.13% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
7,086
shares
|
$605,853
0.0% of portfolio
|
Q2 2025
Added 37.11%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
7,068
shares
|
$604,314
0.03% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
7,059
shares
|
$603,544
0.06% of portfolio
|
Q1 2025
Reduced 68.1%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
7,057
shares
|
$603,373
0.09% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,048
shares
|
$602,604
0.05% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,044
shares
|
$602,262
0.03% of portfolio
|
Q2 2025
Added 33.54%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
7,005
shares
|
$598,927
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
6,999
shares
|
$598,414
0.21% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
6,987
shares
|
$597,388
0.32% of portfolio
|
Q2 2025
Reduced 42.22%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
6,987
shares
|
$597,388
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
6,923
shares
|
$591,916
0.14% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,920
shares
|
$591,660
0.15% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,895
shares
|
$589,522
0.78% of portfolio
|
Q3 2022
Added 8.98%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
6,894
shares
|
$589,437
0.23% of portfolio
|
Q2 2025
Added 122.96%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,858
shares
|
$586,359
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,850
shares
|
$585,675
0.12% of portfolio
|
Q1 2023
Reduced 10.46%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
6,831
shares
|
$584,050
0.2% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
6,826
shares
|
$583,623
0.38% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
6,819
shares
|
$583,024
0.35% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
6,810
shares
|
$582,255
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
6,684
shares
|
$571,482
0.01% of portfolio
|
Q2 2025
New holding
|