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 152 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
54
shares
|
$4,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
50
shares
|
$4,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
50
shares
|
$4,476
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
49
shares
|
$4,386
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
46
shares
|
$4,117
0.0% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
40
shares
|
$3,580
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
38
shares
|
$3,401
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
35
shares
|
$3,133
0.0% of portfolio
|
Q3 2023
Added 2.94%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
35
shares
|
$3,133
0.0% of portfolio
|
Q2 2025
Reduced 92.08%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
34
shares
|
$3,043
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
34
shares
|
$3,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
33
shares
|
$2,954
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
29
shares
|
$2,596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
28
shares
|
$2,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
27
shares
|
$2,417
0.0% of portfolio
|
Q2 2022
Reduced 80.85%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
26
shares
|
$2,327
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,969
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,879
0.0% of portfolio
|
Q4 2024
Reduced 81.08%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$1,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
20
shares
|
$1,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
18
shares
|
$1,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
16
shares
|
$1,432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
12
shares
|
$1,074
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
10
shares
|
$895
0.0% of portfolio
|
Q1 2025
New holding
|