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 1,665 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
99,836
shares
|
$8.86 Million
0.15% of portfolio
|
Q3 2025
Added 37.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
98,737
shares
|
$8.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Sculptor Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
98,710
shares
|
$8.76 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
98,551
shares
|
$8.75 Million
2.11% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
98,226
shares
|
$8.72 Million
0.56% of portfolio
|
Q3 2025
Reduced 25.67%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
97,247
shares
|
$8.63 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 12, 2025 Q3 2025 |
96,607
shares
|
$8.57 Million
0.63% of portfolio
|
Q3 2025
Reduced 98.91%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
96,411
shares
|
$8.56 Million
2.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
94,091
shares
|
$8.35 Million
0.51% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
93,881
shares
|
$8.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
93,236
shares
|
$8.28 Million
0.18% of portfolio
|
Q2 2025
Reduced 48.72%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
92,728
shares
|
$8.23 Million
0.55% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
92,687
shares
|
$8.23 Million
0.54% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
92,620
shares
|
$8.22 Million
2.16% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
92,436
shares
|
$8.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.36%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
91,667
shares
|
$8.14 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,648
shares
|
$8.13 Million
0.25% of portfolio
|
Q2 2020
Added 5.45%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
91,542
shares
|
$8.13 Million
1.6% of portfolio
|
Q2 2025
Added 426.98%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
90,326
shares
|
$8.02 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
89,270
shares
|
$7.92 Million
0.45% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
88,933
shares
|
$7.89 Million
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
88,246
shares
|
$7.83 Million
0.07% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
87,732
shares
|
$7.79 Million
0.28% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
87,120
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
87,064
shares
|
$7.73 Million
0.05% of portfolio
|
Q2 2025
Added 80.37%
|