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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
107,444
shares
|
$9.14 Million
0.18% of portfolio
|
Q1 2025
Reduced 23.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
106,615
shares
|
$9.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 34.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
105,871
shares
|
$9 Million
0.71% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
105,458
shares
|
$8.97 Million
0.12% of portfolio
|
Q2 2025
Reduced 31.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,287
shares
|
$8.95 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
104,954
shares
|
$8.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
101,696
shares
|
$8.65 Million
0.27% of portfolio
|
Q1 2025
Added 34.87%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
101,317
shares
|
$8.62 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
101,074
shares
|
$8.6 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
100,677
shares
|
$8.56 Million
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
100,426
shares
|
$8.54 Million
1.22% of portfolio
|
Q1 2025
Added 84.37%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
98,659
shares
|
$8.39 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
97,237
shares
|
$8.27 Million
0.27% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
96,685
shares
|
$8.22 Million
0.01% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
96,354
shares
|
$8.19 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
96,320
shares
|
$8.19 Million
2.17% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
96,101
shares
|
$8.17 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
95,466
shares
|
$8.12 Million
2.32% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
94,852
shares
|
$8.07 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
93,368
shares
|
$7.94 Million
0.48% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
93,358
shares
|
$7.94 Million
0.6% of portfolio
|
Q2 2025
Added 223.71%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
92,911
shares
|
$7.9 Million
1.92% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
92,589
shares
|
$7.87 Million
0.24% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,648
shares
|
$7.79 Million
0.25% of portfolio
|
Q2 2020
Added 5.45%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
91,542
shares
|
$7.79 Million
1.6% of portfolio
|
Q2 2025
Added 426.98%
|