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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,345
shares
|
$371,497
0.02% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
4,324
shares
|
$369,702
0.15% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,315
shares
|
$368,932
0.01% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,309
shares
|
$368,419
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
4,290
shares
|
$366,795
0.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,277
shares
|
$365,683
0.03% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
4,257
shares
|
$363,973
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,255
shares
|
$363,802
0.13% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,251
shares
|
$363,460
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
4,220
shares
|
$360,810
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
4,213
shares
|
$360,211
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
4,212
shares
|
$360,126
0.23% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
4,200
shares
|
$359,100
0.13% of portfolio
|
Q2 2019
Reduced 10.64%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
4,186
shares
|
$357,903
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,184
shares
|
$357,732
0.03% of portfolio
|
Q2 2025
Added 22.09%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,175
shares
|
$356,962
0.22% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
4,163
shares
|
$355,936
0.12% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
4,160
shares
|
$355,680
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
4,156
shares
|
$355,338
0.21% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
4,151
shares
|
$354,910
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,139
shares
|
$353,884
0.03% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,129
shares
|
$353,029
0.01% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,125
shares
|
$352,687
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,098
shares
|
$350,379
0.03% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
4,093
shares
|
$349,951
0.32% of portfolio
|
Q2 2025
Added 0.39%
|