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 1,662 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
172,000
shares
|
$15.4 Million
1.19% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
169,019
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
167,416
shares
|
$15 Million
1.39% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
166,736
shares
|
$14.9 Million
1.66% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
165,106
shares
|
$14.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
164,286
shares
|
$14.7 Million
5.57% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Oct 07, 2025 Q2 2025 |
163,786
shares
|
$14.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
163,711
shares
|
$14.7 Million
1.21% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
162,915
shares
|
$14.6 Million
2.26% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
160,893
shares
|
$14.4 Million
0.09% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
160,608
shares
|
$14.4 Million
1.25% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
159,463
shares
|
$14.3 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
157,368
shares
|
$14.1 Million
5.26% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
157,115
shares
|
$14.1 Million
1.44% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
156,879
shares
|
$14 Million
1.36% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
156,625
shares
|
$14 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
156,166
shares
|
$14 Million
0.08% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
155,993
shares
|
$14 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
152,926
shares
|
$13.7 Million
0.73% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
150,787
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
148,462
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 49.49%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
147,172
shares
|
$13.2 Million
0.4% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
147,154
shares
|
$13.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 51.64%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
146,837
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
146,112
shares
|
$13.1 Million
0.59% of portfolio
|
Q3 2025
Added 24.86%
|