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 |
|---|---|---|---|---|---|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
1,805
shares
|
$154,327
0.07% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,774
shares
|
$151,677
0.03% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,686
shares
|
$144,153
0.0% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,658
shares
|
$141,759
0.05% of portfolio
|
Q3 2024
Added 139.6%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,637
shares
|
$139,963
0.06% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,627
shares
|
$139,108
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
1,611
shares
|
$137,740
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
1,605
shares
|
$137,227
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
1,599
shares
|
$136,714
0.14% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,562
shares
|
$133,551
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,552
shares
|
$132,696
0.04% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,515
shares
|
$129,532
0.04% of portfolio
|
Q4 2022
Reduced 8.01%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,504
shares
|
$128,592
0.03% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,500
shares
|
$128,250
0.01% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,458
shares
|
$124,659
0.02% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,423
shares
|
$121,666
0.0% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,366
shares
|
$116,793
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,362
shares
|
$116,451
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,348
shares
|
$115,254
0.0% of portfolio
|
Q1 2025
Reduced 39.39%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,341
shares
|
$114,655
0.01% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,321
shares
|
$112,945
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,318
shares
|
$112,689
0.01% of portfolio
|
Q2 2025
Added 176.89%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,309
shares
|
$111,919
0.03% of portfolio
|
Q2 2025
Added 227.25%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,297
shares
|
$110,893
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,296
shares
|
$110,808
0.0% of portfolio
|
Q2 2025
Reduced 45.08%
|