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 1,665 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
183,470
shares
|
$16.3 Million
5.45% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
177,456
shares
|
$15.8 Million
1.09% of portfolio
|
Q4 2024
Added 92.23%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
176,270
shares
|
$15.6 Million
1.06% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
175,077
shares
|
$15.5 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
173,166
shares
|
$15.4 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
172,700
shares
|
$15.3 Million
1.1% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
167,416
shares
|
$14.9 Million
1.39% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
165,458
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2025
Added 35.21%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
165,106
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
163,711
shares
|
$14.5 Million
1.21% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
162,915
shares
|
$14.5 Million
2.26% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
162,480
shares
|
$14.4 Million
0.67% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
160,893
shares
|
$14.3 Million
0.09% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
160,671
shares
|
$14.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
160,608
shares
|
$14.3 Million
1.25% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
159,463
shares
|
$14.2 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
157,670
shares
|
$14 Million
1.75% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
157,368
shares
|
$14 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
|
$13.9 Million
1.44% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
156,879
shares
|
$13.9 Million
1.36% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
156,166
shares
|
$13.9 Million
0.08% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
154,251
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
153,703
shares
|
$13.6 Million
0.58% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
150,787
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
147,154
shares
|
$13.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 51.64%
|