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 1,662 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
253,695
shares
|
$22.8 Million
4.54% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
249,500
shares
|
$22.4 Million
3.61% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
245,496
shares
|
$22 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
243,244
shares
|
$21.8 Million
0.11% of portfolio
|
Q2 2025
Added 37.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
235,674
shares
|
$21.1 Million
0.17% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
235,172
shares
|
$21.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 50.52%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
225,639
shares
|
$20.2 Million
0.05% of portfolio
|
Q2 2025
Added 103.35%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
224,535
shares
|
$20.1 Million
0.1% of portfolio
|
Q2 2025
Added 35.35%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
224,245
shares
|
$20.1 Million
0.58% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Dupont Capital Management Corp
|
Oct 20, 2025 Q3 2025 |
220,285
shares
|
$19.8 Million
2.02% of portfolio
|
Q3 2025
Added 26.74%
|
|
|
Myda Advisors LLC
Inwood, NY |
Aug 13, 2025 Q2 2025 |
220,000
shares
|
$19.7 Million
4.06% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
217,957
shares
|
$19.5 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
213,358
shares
|
$19.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
211,202
shares
|
$18.9 Million
0.03% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
210,224
shares
|
$18.9 Million
0.08% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
210,196
shares
|
$18.9 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
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Added 143.06%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
203,984
shares
|
$18.3 Million
1.61% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
201,712
shares
|
$18.1 Million
1.05% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
194,425
shares
|
$17.4 Million
1.67% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
189,251
shares
|
$17 Million
0.01% of portfolio
|
Q3 2025
Added 21.84%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
177,456
shares
|
$15.9 Million
1.09% of portfolio
|
Q4 2024
Added 92.23%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
176,270
shares
|
$15.8 Million
1.07% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
175,077
shares
|
$15.7 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
174,431
shares
|
$15.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.83%
|