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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
141,078
shares
|
$12.1 Million
0.63% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
140,862
shares
|
$12 Million
1.3% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
138,989
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
135,394
shares
|
$11.6 Million
0.81% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
135,385
shares
|
$11.6 Million
0.24% of portfolio
|
Q2 2025
Added 129.8%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
135,375
shares
|
$11.6 Million
0.08% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
134,509
shares
|
$11.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 74.68%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
133,605
shares
|
$11.4 Million
0.08% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
132,934
shares
|
$11.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
132,140
shares
|
$11.3 Million
0.77% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
130,622
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
130,192
shares
|
$11.1 Million
0.36% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
123,918
shares
|
$10.6 Million
0.9% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
122,367
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
120,665
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
118,664
shares
|
$10.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
118,156
shares
|
$10.1 Million
0.99% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
117,507
shares
|
$10 Million
0.33% of portfolio
|
Q3 2022
Added 6.37%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
117,024
shares
|
$10 Million
0.47% of portfolio
|
Q2 2025
Added 116.77%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
115,994
shares
|
$9.92 Million
0.58% of portfolio
|
Q2 2025
Added 24.23%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
115,774
shares
|
$9.9 Million
2.42% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
115,153
shares
|
$9.85 Million
0.13% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
114,898
shares
|
$9.82 Million
1.76% of portfolio
|
Q2 2025
Reduced 35.98%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
114,765
shares
|
$9.81 Million
0.02% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
113,315
shares
|
$9.69 Million
4.18% of portfolio
|
Q2 2025
Added 1.65%
|