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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
142
shares
|
$12,141
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
142
shares
|
$12,141
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
141
shares
|
$12,055
0.01% of portfolio
|
Q2 2022
Added 22.61%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
140
shares
|
$11,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
138
shares
|
$11,799
0.0% of portfolio
|
Q1 2025
Added 885.71%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
137
shares
|
$11,713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
130
shares
|
$11,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
126
shares
|
$10,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
125
shares
|
$10,687
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
124
shares
|
$10,602
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
121
shares
|
$10,345
0.0% of portfolio
|
Q2 2025
Reduced 62.07%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
115
shares
|
$9,832
0.0% of portfolio
|
Q1 2024
Reduced 90.5%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
111
shares
|
$9,490
0.0% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
110
shares
|
$9,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
104
shares
|
$8,892
0.0% of portfolio
|
Q1 2025
Added 131.11%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
101
shares
|
$8,635
0.0% of portfolio
|
Q2 2022
Reduced 96.55%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$8,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$8,550
0.0% of portfolio
|
Q1 2022
Reduced 74.68%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
100
shares
|
$8,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
92
shares
|
$7,866
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
89
shares
|
$7,609
0.0% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
85
shares
|
$7,267
0.01% of portfolio
|
Q3 2022
Reduced 99.23%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
85
shares
|
$7,267
0.0% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
85
shares
|
$7,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$7,182
0.0% of portfolio
|
Q3 2023
Reduced 65.29%
|