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 |
|---|---|---|---|---|---|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
3,580
shares
|
$306,090
0.17% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
3,568
shares
|
$305,064
0.0% of portfolio
|
Q4 2024
Reduced 50.77%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
3,567
shares
|
$304,978
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,560
shares
|
$304,380
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
3,559
shares
|
$304,294
0.03% of portfolio
|
Q2 2024
Added 880.44%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,558
shares
|
$304,209
0.0% of portfolio
|
Q2 2025
Added 27.76%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,555
shares
|
$303,952
0.14% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,545
shares
|
$303,097
0.0% of portfolio
|
Q2 2025
Added 84.06%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
3,525
shares
|
$301,387
0.13% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,518
shares
|
$300,789
0.03% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
3,506
shares
|
$299,763
0.17% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,495
shares
|
$298,822
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
3,494
shares
|
$298,737
0.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
3,493
shares
|
$298,651
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
3,489
shares
|
$298,309
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
3,488
shares
|
$298,224
0.05% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
3,460
shares
|
$295,830
0.19% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
3,441
shares
|
$294,205
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
3,430
shares
|
$293,265
0.01% of portfolio
|
Q2 2025
Reduced 97.47%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
3,430
shares
|
$293,265
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,424
shares
|
$292,752
0.08% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,423
shares
|
$292,666
0.02% of portfolio
|
Q2 2025
Reduced 35.05%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
3,418
shares
|
$292,239
0.08% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,417
shares
|
$292,153
0.0% of portfolio
|
Q2 2025
Reduced 39.35%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,417
shares
|
$292,153
0.14% of portfolio
|
Q1 2025
Added 4.37%
|