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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,688
shares
|
$486,324
0.04% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,674
shares
|
$485,127
0.2% of portfolio
|
Q2 2025
Added 333.79%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
5,669
shares
|
$484,699
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
5,654
shares
|
$483,417
0.4% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
5,647
shares
|
$482,818
0.04% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
5,607
shares
|
$479,398
0.12% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
5,592
shares
|
$478,116
0.03% of portfolio
|
Q1 2024
Added 2.85%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,588
shares
|
$477,774
0.7% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
5,582
shares
|
$477,261
0.1% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
5,566
shares
|
$475,893
0.06% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
5,526
shares
|
$472,473
0.31% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
5,522
shares
|
$472,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,445
shares
|
$465,547
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
5,442
shares
|
$465,291
0.16% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
5,420
shares
|
$463,410
0.23% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
5,419
shares
|
$463,324
0.35% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
5,394
shares
|
$461,187
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,368
shares
|
$458,964
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,350
shares
|
$457,425
0.03% of portfolio
|
Q2 2025
Added 94.05%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
5,319
shares
|
$454,774
0.38% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
5,303
shares
|
$453,406
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
5,300
shares
|
$453,150
0.44% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
5,275
shares
|
$451,012
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
5,242
shares
|
$448,191
0.31% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
5,233
shares
|
$447,421
0.09% of portfolio
|
Q2 2025
Reduced 0.34%
|