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 |
|---|---|---|---|---|---|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
113,060
shares
|
$9.67 Million
2.17% of portfolio
|
Q2 2025
Added 406.9%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
110,937
shares
|
$9.49 Million
0.28% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
110,353
shares
|
$9.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
109,448
shares
|
$9.36 Million
2.08% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
108,920
shares
|
$9.31 Million
0.85% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
108,050
shares
|
$9.24 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
107,935
shares
|
$9.23 Million
0.07% of portfolio
|
Q2 2025
Added 562.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
105,871
shares
|
$9.05 Million
0.71% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
105,458
shares
|
$9.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 31.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
105,340
shares
|
$9.01 Million
0.23% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,287
shares
|
$9 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
102,865
shares
|
$8.79 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
101,317
shares
|
$8.66 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
100,839
shares
|
$8.62 Million
0.07% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
100,839
shares
|
$8.62 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
100,719
shares
|
$8.61 Million
0.01% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
100,379
shares
|
$8.58 Million
0.24% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
98,240
shares
|
$8.4 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
98,082
shares
|
$8.39 Million
0.11% of portfolio
|
Q2 2025
Added 100.15%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
97,698
shares
|
$8.35 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
97,223
shares
|
$8.31 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
96,569
shares
|
$8.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
96,378
shares
|
$8.24 Million
2.32% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
95,967
shares
|
$8.21 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
95,547
shares
|
$8.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.96%
|