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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$213,750
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,489
shares
|
$212,809
0.03% of portfolio
|
Q2 2025
Reduced 38.01%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,472
shares
|
$211,356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
2,453
shares
|
$209,731
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,439
shares
|
$208,534
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,424
shares
|
$207,252
0.02% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,365
shares
|
$202,207
0.49% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,284
shares
|
$195,282
0.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,237
shares
|
$191,263
0.04% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,228
shares
|
$190,494
0.01% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,196
shares
|
$187,758
0.13% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,165
shares
|
$185,107
0.01% of portfolio
|
Q2 2025
Added 58.61%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,140
shares
|
$182,970
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,100
shares
|
$179,550
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,063
shares
|
$176,386
0.07% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,040
shares
|
$174,420
0.01% of portfolio
|
Q4 2023
Added 36.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,021
shares
|
$172,795
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,000
shares
|
$171,000
0.11% of portfolio
|
Q1 2018
Added 76.06%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,000
shares
|
$171,000
0.04% of portfolio
|
Q2 2021
Reduced 5.21%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
1,997
shares
|
$170,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,943
shares
|
$166,126
0.07% of portfolio
|
Q2 2025
Added 488.79%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,939
shares
|
$165,784
0.13% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,861
shares
|
$159,115
0.0% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,844
shares
|
$157,662
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,807
shares
|
$154,498
0.0% of portfolio
|
Q2 2025
Added 36.17%
|