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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
528
shares
|
$45,144
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
520
shares
|
$44,460
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
520
shares
|
$44,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
519
shares
|
$44,374
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
500
shares
|
$42,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
496
shares
|
$42,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
479
shares
|
$40,954
0.02% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
479
shares
|
$40,954
0.03% of portfolio
|
Q1 2025
Added 1040.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
470
shares
|
$40,185
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
470
shares
|
$40,185
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
451
shares
|
$38,560
0.0% of portfolio
|
Q3 2022
Added 79.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
445
shares
|
$38,047
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
436
shares
|
$37,278
0.03% of portfolio
|
Q2 2025
Added 131.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
415
shares
|
$35,482
0.01% of portfolio
|
Q2 2022
Added 17.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
409
shares
|
$34,969
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
406
shares
|
$34,713
0.01% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
406
shares
|
$34,713
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$34,200
0.01% of portfolio
|
Q2 2021
Reduced 71.87%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
400
shares
|
$34,200
0.01% of portfolio
|
Q2 2025
Reduced 38.18%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
385
shares
|
$32,917
0.01% of portfolio
|
Q1 2024
Reduced 78.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
380
shares
|
$32,490
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
372
shares
|
$31,806
0.01% of portfolio
|
Q2 2025
Added 148.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
369
shares
|
$31,549
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
366
shares
|
$31,293
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
364
shares
|
$31,122
0.01% of portfolio
|
Q1 2020
Reduced 88.83%
|