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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
352
shares
|
$30,096
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
349
shares
|
$29,839
0.01% of portfolio
|
Q3 2024
Added 99.43%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
347
shares
|
$29,668
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
347
shares
|
$29,668
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$29,497
0.01% of portfolio
|
Q3 2023
Reduced 76.61%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
341
shares
|
$29,155
0.0% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
339
shares
|
$28,984
0.0% of portfolio
|
Q4 2024
Added 85.25%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
338
shares
|
$28,899
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
331
shares
|
$28,300
0.02% of portfolio
|
Q4 2023
Reduced 30.32%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
330
shares
|
$28,215
0.0% of portfolio
|
Q2 2025
Reduced 86.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
327
shares
|
$27,958
0.0% of portfolio
|
Q2 2023
Added 2.19%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
321
shares
|
$27,445
0.02% of portfolio
|
Q1 2021
Added 36.6%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
320
shares
|
$27,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
320
shares
|
$27,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
318
shares
|
$27,189
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
310
shares
|
$26,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
308
shares
|
$26,334
0.02% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
305
shares
|
$26,077
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
300
shares
|
$25,650
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$25,650
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
300
shares
|
$25,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
300
shares
|
$25,650
0.0% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
296
shares
|
$25,308
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
295
shares
|
$25,222
0.03% of portfolio
|
Q2 2025
Added 121.8%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
289
shares
|
$24,709
0.03% of portfolio
|
Q1 2025
Reduced 58.12%
|