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 |
|---|---|---|---|---|---|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,219
shares
|
$275,224
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,215
shares
|
$274,882
0.01% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,213
shares
|
$274,711
0.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
3,213
shares
|
$274,711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raine Capital LLC
|
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$273,600
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$273,600
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$273,600
0.21% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,198
shares
|
$273,429
0.01% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,193
shares
|
$273,001
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,183
shares
|
$272,146
0.2% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
3,180
shares
|
$271,890
0.03% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
3,178
shares
|
$271,719
0.09% of portfolio
|
Q2 2025
Added 32.36%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,175
shares
|
$271,462
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
3,175
shares
|
$271,462
0.03% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,167
shares
|
$270,778
0.08% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,165
shares
|
$270,607
0.02% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
3,162
shares
|
$270,351
0.08% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
3,153
shares
|
$269,581
0.03% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,139
shares
|
$268,384
0.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
3,129
shares
|
$267,529
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
3,127
shares
|
$267,358
0.04% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
3,126
shares
|
$267,273
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
3,122
shares
|
$266,931
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,115
shares
|
$266,332
0.08% of portfolio
|
Q1 2024
Reduced 85.89%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,115
shares
|
$266,332
0.34% of portfolio
|
Q3 2022
Reduced 6.03%
|