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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
630
shares
|
$53,865
0.01% of portfolio
|
Q2 2025
Added 404.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
628
shares
|
$53,694
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
625
shares
|
$53,437
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
624
shares
|
$53,352
0.02% of portfolio
|
Q1 2025
Added 101.94%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
623
shares
|
$53,266
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
623
shares
|
$53,266
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
607
shares
|
$51,898
0.03% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
603
shares
|
$51,556
0.01% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
600
shares
|
$51,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
600
shares
|
$51,300
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
600
shares
|
$51,300
0.0% of portfolio
|
Q1 2025
Reduced 61.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
600
shares
|
$51,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
592
shares
|
$50,616
0.0% of portfolio
|
Q2 2025
Added 23.59%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
590
shares
|
$50,445
0.01% of portfolio
|
Q2 2025
Reduced 46.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
583
shares
|
$49,846
0.02% of portfolio
|
Q2 2025
Reduced 47.38%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
575
shares
|
$49,162
0.0% of portfolio
|
Q1 2024
Reduced 84.4%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
575
shares
|
$49,162
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
571
shares
|
$48,820
0.04% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
565
shares
|
$48,307
0.03% of portfolio
|
Q2 2022
Reduced 34.68%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
560
shares
|
$47,880
0.04% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
551
shares
|
$47,110
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
545
shares
|
$46,597
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
537
shares
|
$45,913
0.03% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
536
shares
|
$45,828
0.0% of portfolio
|
Q2 2023
Reduced 12.85%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
536
shares
|
$45,828
0.01% of portfolio
|
Q2 2025
Reduced 49.77%
|