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 1,666 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
625
shares
|
$55,475
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
624
shares
|
$55,386
0.02% of portfolio
|
Q1 2025
Added 101.94%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
623
shares
|
$55,297
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
622
shares
|
$55,208
0.0% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
618
shares
|
$54,853
0.02% of portfolio
|
Q3 2025
Reduced 22.46%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
607
shares
|
$53,877
0.03% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
604
shares
|
$53,611
0.01% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
600
shares
|
$53,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$53,256
0.0% of portfolio
|
Q1 2025
Reduced 61.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
600
shares
|
$53,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
596
shares
|
$52,900
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
587
shares
|
$52,102
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
576
shares
|
$51,125
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
575
shares
|
$51,037
0.04% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
575
shares
|
$51,037
0.0% of portfolio
|
Q1 2024
Reduced 84.4%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
565
shares
|
$50,149
0.03% of portfolio
|
Q2 2022
Reduced 34.68%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
560
shares
|
$49,705
0.04% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
558
shares
|
$49,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
554
shares
|
$49,173
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
545
shares
|
$48,374
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
536
shares
|
$47,575
0.0% of portfolio
|
Q2 2023
Reduced 12.85%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
530
shares
|
$47,042
0.01% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
528
shares
|
$46,865
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
528
shares
|
$46,865
0.03% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
524
shares
|
$46,510
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|