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 |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
78
shares
|
$6,669
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
76
shares
|
$6,498
0.0% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
71
shares
|
$6,070
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
70
shares
|
$5,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
69
shares
|
$5,899
0.0% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
65
shares
|
$5,557
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
63
shares
|
$5,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
62
shares
|
$5,301
0.0% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
60
shares
|
$5,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
59
shares
|
$5,044
0.0% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
54
shares
|
$4,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
50
shares
|
$4,275
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
49
shares
|
$4,189
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
46
shares
|
$3,933
0.0% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$3,591
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
40
shares
|
$3,420
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
38
shares
|
$3,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
35
shares
|
$2,992
0.0% of portfolio
|
Q3 2023
Added 2.94%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
35
shares
|
$2,992
0.0% of portfolio
|
Q2 2025
Reduced 92.08%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
34
shares
|
$2,907
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
33
shares
|
$2,821
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
33
shares
|
$2,821
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
28
shares
|
$2,394
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
27
shares
|
$2,308
0.0% of portfolio
|
Q2 2022
Reduced 80.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,795
0.0% of portfolio
|
Q4 2024
Reduced 81.08%
|