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 |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,107
shares
|
$265,648
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,094
shares
|
$264,537
0.02% of portfolio
|
Q2 2025
Added 127.67%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,091
shares
|
$264,280
0.03% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
3,090
shares
|
$264,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
3,085
shares
|
$263,767
0.16% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,078
shares
|
$263,169
0.01% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,077
shares
|
$263,083
0.1% of portfolio
|
Q1 2025
Reduced 36.15%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
3,062
shares
|
$261,801
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
3,062
shares
|
$261,801
0.02% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$261,630
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
3,058
shares
|
$261,459
0.01% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
3,055
shares
|
$261,202
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,054
shares
|
$261,117
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,048
shares
|
$260,604
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,022
shares
|
$258,381
0.05% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
3,007
shares
|
$257,098
0.18% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$256,500
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
3,000
shares
|
$256,500
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$256,500
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$256,500
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$256,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,984
shares
|
$255,132
0.07% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,979
shares
|
$254,704
0.06% of portfolio
|
Q2 2025
Reduced 32.71%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,964
shares
|
$253,422
0.11% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,964
shares
|
$253,422
0.01% of portfolio
|
Q2 2025
Reduced 36.01%
|