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 |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
249,500
shares
|
$21.3 Million
3.61% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
245,941
shares
|
$21 Million
4.65% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
245,496
shares
|
$21 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
244,801
shares
|
$20.9 Million
0.63% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
243,244
shares
|
$20.8 Million
0.11% of portfolio
|
Q2 2025
Added 37.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
235,674
shares
|
$20.2 Million
0.17% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
235,172
shares
|
$20.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 50.52%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
233,622
shares
|
$20 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
226,276
shares
|
$19.3 Million
1.19% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
225,639
shares
|
$19.3 Million
0.05% of portfolio
|
Q2 2025
Added 103.35%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
224,535
shares
|
$19.2 Million
0.1% of portfolio
|
Q2 2025
Added 35.35%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
224,245
shares
|
$19.2 Million
0.58% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Myda Advisors LLC
Inwood, NY |
Aug 13, 2025 Q2 2025 |
220,000
shares
|
$18.8 Million
4.06% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
213,961
shares
|
$18.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
213,358
shares
|
$18.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
210,196
shares
|
$18 Million
0.01% of portfolio
|
Q2 2025
Added 94.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
210,000
shares
|
$18 Million
0.02% of portfolio
|
Q2 2025
Added 143.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
204,809
shares
|
$17.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 45.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
202,537
shares
|
$17.3 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
201,712
shares
|
$17.2 Million
1.05% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
199,974
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
192,966
shares
|
$16.5 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
185,020
shares
|
$15.8 Million
0.34% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
177,456
shares
|
$15.2 Million
1.1% of portfolio
|
Q4 2024
Added 92.23%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
176,270
shares
|
$15.1 Million
1.07% of portfolio
|
Q1 2025
Added 4.2%
|