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 1,570 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
12,257
shares
|
$967,077
0.24% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,248
shares
|
$966,367
0.02% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,230
shares
|
$964,947
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
12,205
shares
|
$962,974
0.33% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,189
shares
|
$961,712
0.26% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
12,182
shares
|
$961,159
0.25% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
12,156
shares
|
$959,108
1.69% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
12,107
shares
|
$955,242
0.06% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
12,093
shares
|
$954,137
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
12,079
shares
|
$953,033
0.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
12,052
shares
|
$950,902
0.12% of portfolio
|
Q1 2025
Reduced 37.34%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
11,979
shares
|
$945,143
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
11,973
shares
|
$944,669
0.03% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
11,874
shares
|
$936,858
0.47% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
11,866
shares
|
$936,227
0.51% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
11,865
shares
|
$936,148
0.41% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
11,822
shares
|
$932,755
0.09% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Cabana LLC
Fayetteville, AR |
Apr 22, 2025 Q1 2025 |
11,721
shares
|
$924,786
5.76% of portfolio
|
Q1 2025
Reduced 53.22%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
11,660
shares
|
$919,974
0.86% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
11,634
shares
|
$917,922
0.12% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
11,508
shares
|
$907,981
0.35% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
11,500
shares
|
$907,350
0.1% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
11,460
shares
|
$904,194
0.3% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
11,459
shares
|
$904,115
0.04% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
11,456
shares
|
$903,878
0.06% of portfolio
|
Q1 2025
Reduced 5.2%
|