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 1,583 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
952,261
shares
|
$81 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
905,935
shares
|
$77 Million
0.39% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Main Management Fund Advisors LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
855,200
shares
|
$72.7 Million
9.88% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
854,868
shares
|
$72.7 Million
0.14% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
849,467
shares
|
$72.2 Million
0.09% of portfolio
|
Q1 2025
Added 118.53%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
837,714
shares
|
$71.2 Million
0.08% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,547
shares
|
$68.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
804,604
shares
|
$68.4 Million
0.09% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
727,888
shares
|
$61.9 Million
5.4% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
709,416
shares
|
$60.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
702,678
shares
|
$59.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
691,938
shares
|
$58.8 Million
0.03% of portfolio
|
Q1 2025
Added 22.59%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
677,997
shares
|
$57.7 Million
0.18% of portfolio
|
Q1 2025
Added 41.19%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
669,925
shares
|
$57 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
661,764
shares
|
$56.3 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
600,000
shares
|
$51 Million
10.68% of portfolio
|
Q1 2025
Reduced 59.27%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
594,288
shares
|
$50.5 Million
0.48% of portfolio
|
Q1 2025
Added 85.57%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
577,453
shares
|
$49.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
570,999
shares
|
$48.6 Million
0.26% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
545,820
shares
|
$46.4 Million
0.07% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
475,250
shares
|
$40.4 Million
0.16% of portfolio
|
Q1 2025
Added 96.3%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
462,639
shares
|
$39.3 Million
0.05% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
456,099
shares
|
$38.8 Million
0.05% of portfolio
|
Q1 2025
Added 69.97%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
447,450
shares
|
$38.1 Million
4.15% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
441,629
shares
|
$37.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 27.8%
|