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 1,666 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
200
shares
|
$17,752
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$17,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
200
shares
|
$17,752
0.01% of portfolio
|
Q1 2025
Reduced 36.51%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
200
shares
|
$17,752
0.01% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
200
shares
|
$17,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
185
shares
|
$16,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
183
shares
|
$16,243
0.01% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
180
shares
|
$15,976
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
180
shares
|
$15,976
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
176
shares
|
$15,621
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
173
shares
|
$15,355
0.0% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
170
shares
|
$15,089
0.03% of portfolio
|
Q3 2025
Reduced 96.49%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
170
shares
|
$15,089
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
169
shares
|
$15,000
0.01% of portfolio
|
Q2 2025
Reduced 99.02%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
168
shares
|
$14,911
0.0% of portfolio
|
Q1 2025
Reduced 60.56%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
160
shares
|
$14,201
0.0% of portfolio
|
Q3 2025
Reduced 94.29%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
158
shares
|
$14,024
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
150
shares
|
$13,314
0.01% of portfolio
|
Q4 2023
Reduced 89.6%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
150
shares
|
$13,314
0.0% of portfolio
|
Q2 2023
Reduced 83.18%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
150
shares
|
$13,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
149
shares
|
$13,225
0.0% of portfolio
|
Q3 2024
Added 37.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
142
shares
|
$12,603
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
141
shares
|
$12,515
0.01% of portfolio
|
Q2 2022
Added 22.61%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
140
shares
|
$12,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
138
shares
|
$12,248
0.0% of portfolio
|
Q1 2025
Added 885.71%
|
|