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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
5,207
shares
|
$445,198
0.0% of portfolio
|
Q2 2025
Reduced 75.45%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
5,200
shares
|
$444,600
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
5,198
shares
|
$444,429
0.34% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
5,155
shares
|
$440,752
0.03% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Aug 13, 2025 Q2 2025 |
5,152
shares
|
$440,496
0.27% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
5,125
shares
|
$438,187
0.09% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,125
shares
|
$438,187
0.2% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,095
shares
|
$435,622
0.06% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
5,093
shares
|
$435,451
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
5,089
shares
|
$435,109
0.1% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
5,083
shares
|
$434,596
0.33% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
5,082
shares
|
$434,511
0.1% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
5,081
shares
|
$434,425
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,072
shares
|
$433,656
0.29% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,062
shares
|
$432,801
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,034
shares
|
$430,407
0.11% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$427,500
0.1% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,986
shares
|
$426,303
0.01% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,949
shares
|
$423,139
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$422,199
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
4,935
shares
|
$421,942
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,930
shares
|
$421,515
0.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
4,924
shares
|
$421,002
0.42% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
4,920
shares
|
$420,660
0.07% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
4,902
shares
|
$419,121
0.2% of portfolio
|
Q1 2025
New holding
|