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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
2,960
shares
|
$253,080
0.1% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
2,959
shares
|
$252,994
0.07% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
2,955
shares
|
$252,652
0.19% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,950
shares
|
$252,225
0.01% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,934
shares
|
$250,857
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,925
shares
|
$250,087
0.11% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,915
shares
|
$249,232
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
2,900
shares
|
$247,950
0.01% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
2,891
shares
|
$247,180
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,870
shares
|
$245,385
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
2,863
shares
|
$244,786
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
2,852
shares
|
$243,846
0.03% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
2,850
shares
|
$243,675
0.11% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,844
shares
|
$243,162
0.02% of portfolio
|
Q2 2025
Reduced 56.61%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
2,829
shares
|
$241,879
0.06% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
2,827
shares
|
$241,708
0.04% of portfolio
|
Q2 2025
Reduced 57.35%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,810
shares
|
$240,255
0.02% of portfolio
|
Q4 2022
Added 28.6%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,802
shares
|
$239,571
0.02% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,789
shares
|
$238,459
0.04% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
2,775
shares
|
$237,262
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,765
shares
|
$236,407
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,765
shares
|
$236,407
0.0% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
2,751
shares
|
$235,210
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
2,746
shares
|
$234,783
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,732
shares
|
$233,586
0.04% of portfolio
|
Q2 2025
Added 0.07%
|