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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
174,672
shares
|
$14.9 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
174,431
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.83%
|
|
|
Dupont Capital Management Corp
|
Jul 30, 2025 Q2 2025 |
173,805
shares
|
$14.9 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
172,024
shares
|
$14.7 Million
1.25% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
172,000
shares
|
$14.7 Million
1.19% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
171,939
shares
|
$14.7 Million
0.03% of portfolio
|
Q2 2025
Added 88.51%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
171,308
shares
|
$14.6 Million
1.51% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
170,205
shares
|
$14.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 25.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
169,019
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
167,416
shares
|
$14.3 Million
1.39% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
166,736
shares
|
$14.3 Million
1.66% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
164,286
shares
|
$14 Million
5.57% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
163,793
shares
|
$14 Million
0.03% of portfolio
|
Q2 2025
Reduced 44.49%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
163,786
shares
|
$14 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
161,917
shares
|
$13.8 Million
1.02% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
156,625
shares
|
$13.4 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
156,424
shares
|
$13.4 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
155,993
shares
|
$13.3 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
155,322
shares
|
$13.3 Million
0.01% of portfolio
|
Q2 2025
Added 22.53%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
153,871
shares
|
$13.2 Million
5.12% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
152,926
shares
|
$13.1 Million
0.73% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
147,172
shares
|
$12.6 Million
0.4% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
146,700
shares
|
$12.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
143,921
shares
|
$12.3 Million
3.24% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
143,092
shares
|
$12.2 Million
1.36% of portfolio
|
Q2 2025
Added 19.19%
|