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 1,662 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
146,112
shares
|
$13.1 Million
0.59% of portfolio
|
Q3 2025
Added 24.86%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
143,092
shares
|
$12.8 Million
1.36% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
141,078
shares
|
$12.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
137,849
shares
|
$12.3 Million
0.24% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
135,394
shares
|
$12.1 Million
0.81% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
135,375
shares
|
$12.1 Million
0.08% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
134,509
shares
|
$12 Million
0.1% of portfolio
|
Q2 2025
Reduced 74.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
132,934
shares
|
$11.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
130,622
shares
|
$11.7 Million
0.06% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
130,192
shares
|
$11.7 Million
0.36% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
129,192
shares
|
$11.6 Million
4.7% of portfolio
|
Q3 2025
Added 167.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
128,930
shares
|
$11.5 Million
0.45% of portfolio
|
Q3 2025
Added 159.79%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
126,452
shares
|
$11.3 Million
2.62% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
126,347
shares
|
$11.3 Million
0.22% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
123,546
shares
|
$11.1 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
122,367
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
121,000
shares
|
$10.8 Million
1.56% of portfolio
|
Q3 2025
Added 95.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
120,665
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
117,507
shares
|
$10.5 Million
0.33% of portfolio
|
Q3 2022
Added 6.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
116,097
shares
|
$10.4 Million
0.29% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
115,774
shares
|
$10.4 Million
2.42% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
115,153
shares
|
$10.3 Million
0.13% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
114,765
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
113,376
shares
|
$10.1 Million
0.88% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
113,060
shares
|
$10.1 Million
2.17% of portfolio
|
Q2 2025
Added 406.9%
|