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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
4,044
shares
|
$345,762
0.02% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,041
shares
|
$345,505
0.14% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
4,040
shares
|
$345,420
0.03% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,037
shares
|
$345,163
0.01% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
4,035
shares
|
$344,992
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,015
shares
|
$343,282
0.05% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,007
shares
|
$342,598
0.01% of portfolio
|
Q2 2025
Added 52.18%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
4,007
shares
|
$342,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iii Capital Management
Boca Raton, FL |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$342,000
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
3,986
shares
|
$340,803
0.13% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
3,970
shares
|
$339,435
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
3,955
shares
|
$338,152
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
3,952
shares
|
$337,896
0.03% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
3,951
shares
|
$337,810
0.15% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3,940
shares
|
$336,870
0.04% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,927
shares
|
$335,758
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
3,895
shares
|
$333,022
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
3,879
shares
|
$331,654
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,878
shares
|
$331,569
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,869
shares
|
$330,799
0.18% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
3,866
shares
|
$330,543
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
3,863
shares
|
$330,286
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
3,861
shares
|
$330,115
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
3,855
shares
|
$329,602
0.17% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
3,845
shares
|
$328,747
0.0% of portfolio
|
Q3 2024
Added 3.36%
|