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 |
|---|---|---|---|---|---|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
4,898
shares
|
$418,779
0.04% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,874
shares
|
$416,727
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,872
shares
|
$416,556
0.17% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,862
shares
|
$415,701
0.0% of portfolio
|
Q2 2023
Reduced 79.0%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,855
shares
|
$415,102
0.1% of portfolio
|
Q2 2025
Added 2597.22%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,850
shares
|
$414,675
0.05% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,848
shares
|
$414,504
0.05% of portfolio
|
Q2 2025
Added 62.52%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,838
shares
|
$413,649
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
4,826
shares
|
$412,623
0.07% of portfolio
|
Q2 2025
Added 38.64%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
4,825
shares
|
$412,537
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
4,820
shares
|
$412,110
0.08% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
4,799
shares
|
$410,314
0.02% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
4,793
shares
|
$409,801
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,789
shares
|
$409,459
0.32% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,785
shares
|
$409,117
0.03% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,760
shares
|
$406,980
0.1% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,760
shares
|
$406,980
0.1% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
4,757
shares
|
$406,723
0.01% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,754
shares
|
$406,467
0.09% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
4,751
shares
|
$406,210
0.02% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
4,747
shares
|
$405,868
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,647
shares
|
$397,318
0.03% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
4,642
shares
|
$396,891
0.03% of portfolio
|
Q2 2025
Added 26.76%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,636
shares
|
$396,378
0.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,626
shares
|
$395,523
0.02% of portfolio
|
Q2 2025
Reduced 72.66%
|