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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
930
shares
|
$79,515
0.02% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
915
shares
|
$78,232
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
900
shares
|
$76,950
0.01% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
891
shares
|
$76,180
0.0% of portfolio
|
Q1 2025
Reduced 63.65%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
862
shares
|
$73,701
0.04% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
850
shares
|
$72,675
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
850
shares
|
$72,675
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
841
shares
|
$71,905
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
831
shares
|
$71,050
0.0% of portfolio
|
Q2 2025
Reduced 97.88%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
823
shares
|
$70,366
0.0% of portfolio
|
Q2 2025
Added 83.3%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
799
shares
|
$68,314
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
797
shares
|
$68,143
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
785
shares
|
$67,117
0.04% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
759
shares
|
$64,894
0.01% of portfolio
|
Q2 2025
Added 26.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
757
shares
|
$64,723
0.0% of portfolio
|
Q2 2025
Added 6208.33%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
738
shares
|
$63,099
0.04% of portfolio
|
Q2 2025
Added 583.33%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
730
shares
|
$62,415
0.01% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
722
shares
|
$61,731
0.02% of portfolio
|
Q2 2025
Reduced 24.48%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
709
shares
|
$60,619
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
708
shares
|
$60,534
0.01% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
695
shares
|
$59,422
0.0% of portfolio
|
Q2 2025
Added 137.2%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
675
shares
|
$57,712
0.0% of portfolio
|
Q2 2025
Reduced 48.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$56,857
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
636
shares
|
$54,378
0.0% of portfolio
|
Q2 2025
Reduced 59.46%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
630
shares
|
$53,865
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|