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 |
|---|---|---|---|---|---|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 14, 2025 Q1 2025 |
127,559
shares
|
$10.8 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
127,534
shares
|
$10.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
127,200
shares
|
$10.8 Million
0.37% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
126,766
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 18991.27%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
126,698
shares
|
$10.8 Million
0.22% of portfolio
|
Q1 2025
Added 522.99%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
126,481
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 1131.2%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
123,918
shares
|
$10.5 Million
0.9% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
117,751
shares
|
$10 Million
2.37% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
117,507
shares
|
$9.99 Million
0.33% of portfolio
|
Q3 2022
Added 6.37%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
117,024
shares
|
$9.95 Million
0.47% of portfolio
|
Q2 2025
Added 116.77%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
115,645
shares
|
$9.84 Million
1.39% of portfolio
|
Q1 2025
Added 2185.02%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
114,898
shares
|
$9.77 Million
1.76% of portfolio
|
Q2 2025
Reduced 35.98%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
114,653
shares
|
$9.75 Million
0.05% of portfolio
|
Q1 2025
Added 807.35%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
113,419
shares
|
$9.65 Million
0.02% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
113,315
shares
|
$9.64 Million
4.18% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
112,451
shares
|
$9.56 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
110,963
shares
|
$9.44 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
110,937
shares
|
$9.44 Million
0.28% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
110,353
shares
|
$9.39 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
109,775
shares
|
$9.34 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
109,683
shares
|
$9.33 Million
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
109,448
shares
|
$9.31 Million
2.08% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
108,920
shares
|
$9.26 Million
0.85% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
108,300
shares
|
$9.21 Million
1.36% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
107,919
shares
|
$9.18 Million
0.0% of portfolio
|
Q1 2025
Added 85.92%
|