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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
280
shares
|
$23,940
0.03% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
280
shares
|
$23,940
0.01% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
279
shares
|
$23,854
0.0% of portfolio
|
Q2 2025
Added 520.0%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
276
shares
|
$23,598
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
270
shares
|
$23,085
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
266
shares
|
$22,743
0.01% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
264
shares
|
$22,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
253
shares
|
$21,631
0.0% of portfolio
|
Q2 2025
Added 102.4%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
250
shares
|
$21,375
0.0% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
245
shares
|
$20,947
0.0% of portfolio
|
Q1 2025
Reduced 36.03%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
243
shares
|
$20,776
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
240
shares
|
$20,520
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
233
shares
|
$19,921
0.02% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$19,836
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
231
shares
|
$19,750
0.01% of portfolio
|
Q2 2025
Reduced 86.96%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
226
shares
|
$19,323
0.0% of portfolio
|
Q1 2025
Reduced 72.93%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
225
shares
|
$19,237
0.0% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
225
shares
|
$19,237
0.0% of portfolio
|
Q3 2024
Reduced 62.25%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
222
shares
|
$18,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
217
shares
|
$18,553
0.01% of portfolio
|
Q2 2025
Reduced 76.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
216
shares
|
$18,468
0.0% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
215
shares
|
$18,382
0.0% of portfolio
|
Q3 2023
Reduced 16.02%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
211
shares
|
$18,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
205
shares
|
$17,527
0.01% of portfolio
|
Q3 2024
Added 95.24%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$17,100
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|