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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$17,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
200
shares
|
$17,100
0.01% of portfolio
|
Q1 2025
Reduced 36.51%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
200
shares
|
$17,100
0.01% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
200
shares
|
$17,100
0.01% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
200
shares
|
$17,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
190
shares
|
$16,245
0.0% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
185
shares
|
$15,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
185
shares
|
$15,817
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
180
shares
|
$15,390
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
180
shares
|
$15,390
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
178
shares
|
$15,219
0.01% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
175
shares
|
$14,962
0.01% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
173
shares
|
$14,791
0.0% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
173
shares
|
$14,791
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
172
shares
|
$14,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
170
shares
|
$14,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
169
shares
|
$14,449
0.01% of portfolio
|
Q2 2025
Reduced 99.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
169
shares
|
$14,449
0.01% of portfolio
|
Q3 2024
Added 333.33%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
168
shares
|
$14,364
0.0% of portfolio
|
Q1 2025
Reduced 60.56%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
163
shares
|
$13,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
158
shares
|
$13,509
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$12,825
0.01% of portfolio
|
Q4 2023
Reduced 89.6%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$12,825
0.0% of portfolio
|
Q2 2023
Reduced 83.18%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
150
shares
|
$12,825
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
149
shares
|
$12,739
0.0% of portfolio
|
Q3 2024
Added 37.96%
|