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 |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
83,548
shares
|
$7.14 Million
1.03% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
83,096
shares
|
$7.1 Million
0.36% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
81,970
shares
|
$7.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
81,670
shares
|
$6.98 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
79,647
shares
|
$6.81 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
79,463
shares
|
$6.79 Million
0.21% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
79,203
shares
|
$6.77 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
78,980
shares
|
$6.75 Million
0.77% of portfolio
|
Q2 2022
Added 0.53%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
77,621
shares
|
$6.64 Million
0.3% of portfolio
|
Q2 2025
Added 40.39%
|
|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
77,608
shares
|
$6.64 Million
6.84% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
77,347
shares
|
$6.61 Million
1.76% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
77,001
shares
|
$6.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
76,092
shares
|
$6.51 Million
0.22% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
76,056
shares
|
$6.5 Million
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
75,735
shares
|
$6.48 Million
0.99% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
75,511
shares
|
$6.46 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
75,428
shares
|
$6.45 Million
5.18% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
75,349
shares
|
$6.44 Million
4.22% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
75,240
shares
|
$6.43 Million
0.08% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
74,574
shares
|
$6.38 Million
2.5% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
73,698
shares
|
$6.3 Million
0.17% of portfolio
|
Q2 2025
Added 584.04%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
73,697
shares
|
$6.3 Million
0.73% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
73,491
shares
|
$6.28 Million
0.21% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
73,436
shares
|
$6.28 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
72,847
shares
|
$6.23 Million
0.59% of portfolio
|
Q3 2023
Added 21.94%
|