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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
4,612
shares
|
$394,326
0.13% of portfolio
|
Q2 2025
Added 62.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,606
shares
|
$393,813
0.05% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
4,593
shares
|
$392,701
0.21% of portfolio
|
Q2 2025
Reduced 37.33%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,579
shares
|
$391,504
0.15% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
4,572
shares
|
$390,906
0.09% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,571
shares
|
$390,820
0.01% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,567
shares
|
$390,478
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,534
shares
|
$387,657
0.03% of portfolio
|
Q2 2025
Reduced 90.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,525
shares
|
$386,887
0.01% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
4,517
shares
|
$386,203
0.53% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
4,516
shares
|
$386,118
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
4,500
shares
|
$384,750
0.01% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,488
shares
|
$383,724
0.03% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,474
shares
|
$382,527
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,474
shares
|
$382,527
0.33% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
4,450
shares
|
$380,475
0.01% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,441
shares
|
$379,705
0.02% of portfolio
|
Q2 2025
Reduced 56.5%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,434
shares
|
$379,107
0.01% of portfolio
|
Q2 2025
Added 67.01%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,420
shares
|
$377,910
0.03% of portfolio
|
Q2 2025
Added 50.96%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
4,400
shares
|
$376,200
0.3% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,382
shares
|
$374,661
0.07% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
4,378
shares
|
$374,319
0.06% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,374
shares
|
$373,977
0.01% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,366
shares
|
$373,293
0.03% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
4,353
shares
|
$372,181
0.0% of portfolio
|
Q2 2025
New holding
|