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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,278
shares
|
$109,269
0.03% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,257
shares
|
$107,473
0.09% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,239
shares
|
$105,934
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
1,204
shares
|
$102,942
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,200
shares
|
$102,600
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
1,200
shares
|
$102,600
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$102,600
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,192
shares
|
$101,916
0.01% of portfolio
|
Q4 2024
Reduced 16.82%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
1,191
shares
|
$101,830
0.01% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,170
shares
|
$100,035
0.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$98,325
0.01% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,122
shares
|
$95,931
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,097
shares
|
$93,793
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,081
shares
|
$92,425
0.0% of portfolio
|
Q1 2025
Reduced 48.03%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,005
shares
|
$85,927
0.0% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
1,004
shares
|
$85,842
0.01% of portfolio
|
Q2 2025
Reduced 97.68%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$85,500
0.0% of portfolio
|
Q2 2025
Reduced 27.8%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$85,500
0.03% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$85,500
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
974
shares
|
$83,277
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
965
shares
|
$82,507
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
963
shares
|
$82,336
0.02% of portfolio
|
Q2 2025
Reduced 66.03%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
944
shares
|
$80,712
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$80,455
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
935
shares
|
$79,942
0.03% of portfolio
|
Q4 2023
Added 68.47%
|