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 |
|---|---|---|---|---|---|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
94,174
shares
|
$8.05 Million
2.24% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
93,358
shares
|
$7.98 Million
0.6% of portfolio
|
Q2 2025
Added 223.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
93,236
shares
|
$7.97 Million
0.18% of portfolio
|
Q2 2025
Reduced 48.72%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
93,132
shares
|
$7.96 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
92,808
shares
|
$7.94 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
92,687
shares
|
$7.92 Million
0.54% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,648
shares
|
$7.84 Million
0.25% of portfolio
|
Q2 2020
Added 5.45%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
91,542
shares
|
$7.83 Million
1.6% of portfolio
|
Q2 2025
Added 426.98%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
90,890
shares
|
$7.77 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
90,326
shares
|
$7.72 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
89,902
shares
|
$7.69 Million
0.01% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
88,902
shares
|
$7.6 Million
0.48% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
88,286
shares
|
$7.55 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
88,262
shares
|
$7.55 Million
0.08% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
87,271
shares
|
$7.46 Million
0.03% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
87,064
shares
|
$7.44 Million
0.05% of portfolio
|
Q2 2025
Added 80.37%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
87,026
shares
|
$7.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 65.78%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
86,946
shares
|
$7.43 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
86,937
shares
|
$7.43 Million
0.26% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
86,812
shares
|
$7.42 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
86,469
shares
|
$7.39 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
85,926
shares
|
$7.35 Million
0.12% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
85,679
shares
|
$7.33 Million
1.87% of portfolio
|
Q2 2025
Added 63.7%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
85,676
shares
|
$7.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
84,161
shares
|
$7.2 Million
3.56% of portfolio
|
Q2 2025
Added 118.33%
|