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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
6,679
shares
|
$571,054
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
6,600
shares
|
$564,300
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,575
shares
|
$562,162
0.07% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
6,573
shares
|
$561,991
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
6,550
shares
|
$560,025
0.15% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$555,750
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,500
shares
|
$555,750
0.04% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,437
shares
|
$550,363
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
6,390
shares
|
$546,345
0.36% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
6,371
shares
|
$544,720
0.38% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
6,324
shares
|
$540,702
0.46% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
6,319
shares
|
$540,274
0.06% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
6,277
shares
|
$536,683
0.01% of portfolio
|
Q2 2025
Added 66.45%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
6,271
shares
|
$536,170
0.12% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,259
shares
|
$535,144
0.05% of portfolio
|
Q2 2025
Added 43.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
6,251
shares
|
$534,460
0.13% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
6,250
shares
|
$534,375
0.03% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
6,250
shares
|
$534,375
0.28% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
6,245
shares
|
$533,947
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
6,245
shares
|
$533,947
0.26% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
6,218
shares
|
$531,639
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
6,140
shares
|
$524,970
0.25% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,134
shares
|
$524,457
0.1% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$518,301
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$518,301
0.09% of portfolio
|
Q4 2022
New holding
|