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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
3,401
shares
|
$290,785
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
3,389
shares
|
$289,759
0.1% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,375
shares
|
$288,562
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
3,372
shares
|
$288,306
0.03% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,367
shares
|
$287,878
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
3,364
shares
|
$287,622
0.13% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,364
shares
|
$287,622
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,348
shares
|
$286,254
0.1% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,347
shares
|
$286,168
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,343
shares
|
$285,826
0.11% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,306
shares
|
$282,663
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
3,285
shares
|
$280,867
0.08% of portfolio
|
Q2 2025
Reduced 48.99%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,281
shares
|
$280,525
0.03% of portfolio
|
Q2 2025
Reduced 83.96%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
3,276
shares
|
$280,098
0.03% of portfolio
|
Q2 2025
Reduced 35.22%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
3,275
shares
|
$280,012
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
3,273
shares
|
$279,841
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,271
shares
|
$279,670
0.03% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
3,270
shares
|
$279,585
0.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
3,263
shares
|
$278,986
0.0% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,261
shares
|
$278,815
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,250
shares
|
$277,875
0.03% of portfolio
|
Q4 2022
Reduced 13.4%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
3,239
shares
|
$276,934
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
3,237
shares
|
$276,763
0.09% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
3,235
shares
|
$276,592
0.04% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
3,224
shares
|
$275,652
0.05% of portfolio
|
Q2 2025
Added 16.47%
|