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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
6,061
shares
|
$518,215
0.01% of portfolio
|
Q2 2025
Added 36.29%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
6,045
shares
|
$516,847
0.01% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
6,045
shares
|
$516,847
0.28% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$515,907
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
6,026
shares
|
$515,223
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,010
shares
|
$513,855
0.96% of portfolio
|
Q3 2022
Reduced 11.93%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,008
shares
|
$513,684
0.03% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
5,987
shares
|
$511,888
0.0% of portfolio
|
Q2 2025
Reduced 96.11%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
5,968
shares
|
$510,264
0.32% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
5,940
shares
|
$507,870
0.01% of portfolio
|
Q2 2025
Added 123.48%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
5,938
shares
|
$507,699
0.44% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
5,921
shares
|
$506,245
0.11% of portfolio
|
Q2 2025
Added 34.87%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,914
shares
|
$505,647
0.12% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
5,881
shares
|
$502,825
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,864
shares
|
$501,372
0.01% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,818
shares
|
$497,439
0.17% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
5,800
shares
|
$495,900
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,794
shares
|
$495,387
0.15% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,754
shares
|
$491,967
0.03% of portfolio
|
Q2 2025
Added 63.51%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,746
shares
|
$491,283
0.05% of portfolio
|
Q2 2025
Added 77.4%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
5,744
shares
|
$491,112
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,740
shares
|
$490,770
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
5,735
shares
|
$490,342
0.22% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
5,716
shares
|
$488,718
0.49% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
5,708
shares
|
$488,034
0.14% of portfolio
|
Q2 2025
Added 0.6%
|