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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
3,840
shares
|
$328,320
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
3,809
shares
|
$325,669
0.24% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,807
shares
|
$325,498
0.41% of portfolio
|
Q4 2022
Reduced 6.0%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,801
shares
|
$324,985
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,790
shares
|
$324,045
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
3,780
shares
|
$323,190
0.17% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,770
shares
|
$322,335
0.05% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
3,768
shares
|
$322,164
0.3% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,762
shares
|
$321,651
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,740
shares
|
$319,770
0.01% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
3,720
shares
|
$318,060
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,719
shares
|
$317,974
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
3,705
shares
|
$316,777
0.1% of portfolio
|
Q2 2025
Reduced 76.07%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,686
shares
|
$315,153
0.14% of portfolio
|
Q2 2023
Added 50.39%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
3,664
shares
|
$313,272
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,643
shares
|
$311,476
0.06% of portfolio
|
Q2 2025
Added 186.85%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
3,625
shares
|
$309,937
0.27% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,624
shares
|
$309,852
0.0% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
3,619
shares
|
$309,424
0.07% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
3,611
shares
|
$308,740
0.17% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
3,608
shares
|
$308,484
0.02% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
3,607
shares
|
$308,398
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,602
shares
|
$307,971
0.14% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
3,586
shares
|
$306,603
0.38% of portfolio
|
Q2 2025
Added 47.71%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,585
shares
|
$306,517
0.04% of portfolio
|
Q2 2025
Reduced 3.96%
|