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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
91,208
shares
|
$7.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 36.78%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
91,118
shares
|
$7.75 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
90,326
shares
|
$7.68 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
88,902
shares
|
$7.56 Million
0.48% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
88,286
shares
|
$7.51 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
87,795
shares
|
$7.47 Million
0.08% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
87,752
shares
|
$7.46 Million
0.01% of portfolio
|
Q1 2025
Added 2878.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
87,647
shares
|
$7.45 Million
0.23% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
87,026
shares
|
$7.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 65.78%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
86,469
shares
|
$7.35 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
86,400
shares
|
$7.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
84,715
shares
|
$7.21 Million
0.01% of portfolio
|
Q1 2025
Added 457.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
84,395
shares
|
$7.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.19%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
84,161
shares
|
$7.16 Million
3.56% of portfolio
|
Q2 2025
Added 118.33%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
83,950
shares
|
$7.14 Million
0.46% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
83,781
shares
|
$7.13 Million
1.08% of portfolio
|
Q1 2025
Added 354.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
82,726
shares
|
$7.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
81,670
shares
|
$6.95 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
81,607
shares
|
$6.94 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
81,561
shares
|
$6.94 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
81,369
shares
|
$6.92 Million
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
81,359
shares
|
$6.92 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
79,751
shares
|
$6.78 Million
0.05% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
79,463
shares
|
$6.76 Million
0.21% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
79,203
shares
|
$6.74 Million
1.06% of portfolio
|
Q2 2025
New holding
|