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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
40
shares
|
$3,402
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
39
shares
|
$3,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
38
shares
|
$3,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
35
shares
|
$2,976
0.0% of portfolio
|
Q3 2023
Added 2.94%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
34
shares
|
$2,891
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
33
shares
|
$2,806
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
27
shares
|
$2,296
0.0% of portfolio
|
Q2 2022
Reduced 80.85%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
26
shares
|
$2,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
21
shares
|
$1,786
0.0% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,786
0.0% of portfolio
|
Q4 2024
Reduced 81.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
21
shares
|
$1,786
0.0% of portfolio
|
Q4 2024
Reduced 81.08%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$1,701
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
20
shares
|
$1,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
17
shares
|
$1,445
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
16
shares
|
$1,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
12
shares
|
$1,020
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
12
shares
|
$1,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
10
shares
|
$850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
10
shares
|
$850
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
8
shares
|
$680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
5
shares
|
$425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3
shares
|
$255
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
2
shares
|
$170
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
2
shares
|
$170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1
shares
|
$85
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|