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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,730
shares
|
$233,415
0.06% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,719
shares
|
$232,474
0.02% of portfolio
|
Q2 2025
Added 23.14%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
2,717
shares
|
$232,303
0.0% of portfolio
|
Q2 2025
Reduced 80.51%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
2,687
shares
|
$229,738
0.03% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,681
shares
|
$229,225
0.06% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,670
shares
|
$228,285
0.18% of portfolio
|
Q2 2025
Added 45.42%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,654
shares
|
$226,917
0.32% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
2,650
shares
|
$226,575
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,649
shares
|
$226,489
0.18% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
2,634
shares
|
$225,207
0.17% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,620
shares
|
$224,010
0.02% of portfolio
|
Q2 2025
Reduced 50.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,620
shares
|
$224,010
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
2,620
shares
|
$224,010
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
2,619
shares
|
$223,924
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,594
shares
|
$221,787
0.06% of portfolio
|
Q2 2025
Reduced 84.64%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
2,587
shares
|
$221,188
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,585
shares
|
$221,017
0.06% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
2,572
shares
|
$219,906
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
2,538
shares
|
$216,999
0.64% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,535
shares
|
$216,742
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,532
shares
|
$216,486
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
2,530
shares
|
$216,315
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,521
shares
|
$215,545
0.11% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,513
shares
|
$214,861
0.03% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$213,750
0.02% of portfolio
|
Q1 2025
New holding
|