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Who Owns State Street Utilities Select Sector SPDR ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street Utilities Select Sector SPDR ETF.
Who crossed 5% of XLU →Managers holding
69
as of 2026-09-30
Reported value
$129.7M
summed across filings
Shares held
3.3M
Added vs trimmed
32 / 25
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Biltmore Wealth Management, LLCST STR UTIL ETF336.5K shadded | $13.3M |
| Lake Hills Wealth Management, LLCST STR UTIL ETF292.4K shadded | $11.5M |
| Ayalon Insurance Comp Ltd.ETP272.1K shadded | $10.7M |
| Galvin, Gaustad & Stein, LLCST STR UTIL ETF268.8K shtrimmed | $10.6M |
| KWMG, LLCST STR UTIL ETF266.7K shadded | $10.5M |
| ARMSTRONG ADVISORY GROUP, INCST STR UTIL ETF189.6K shadded | $7.5M |
| Rye Brook Capital LLCETF165.7K shadded | $6.5M |
| Farther Finance Advisors, LLCETF158.4K shadded | $6.2M |
| TITLEIST ASSET MANAGEMENT, LLCST STR UTIL ETF150.9K shadded | $6M |
| TOTH FINANCIAL ADVISORY CORPST STR UTIL ETF137.3K shtrimmed | $5.4M |
| Legacy Private Trust Co.ST STR UTIL ETF119.9K shtrimmed | $4.7M |
| Strategic Financial Group, LLCST STR UTIL ETF96.1K shadded | $3.8M |
| MFG WEALTH MANAGEMENT, INC.ST STR UTIL ETF94.5K shadded | $3.7M |
| SACKS & ASSOCIATES, LLCST STR UTIL ETF63.6K shtrimmed | $2.5M |
| Venture Visionary Partners LLCST STR UTIL ETF46.6K shadded | $1.8M |
| COLTON GROOME FINANCIAL ADVISORS, LLCST STR UTIL ETF46.5K shtrimmed | $1.8M |
| Apella Capital, LLCST STR UTIL ETF36.7K shtrimmed | $1.5M |
| City Center Advisors, LLCST STR UTIL ETF38K shadded | $1.5M |
| CoreCap Advisors, LLCETF34.6K shtrimmed | $1.4M |
| Bullock Wealth Management GroupETF33.1K shadded | $1.3M |
| STABLEFORD CAPITAL II LLCST STR UTIL ETF32.9K shtrimmed | $1.3M |
| Shulman DeMeo Asset Management LLCST STR UTIL ETF25.3K shtrimmed | $1M |
| Baron Financial Group, LLCST STR UTIL ETF24.1K shadded | $951.6K |
| Councilor Wealth, LLCST STR UTIL ETF23.7K shadded | $935.8K |
| Mirador Capital Partners LPST STR UTIL ETF23.7K shadded | $933.2K |
| Trust CoETF22.9K shtrimmed | $902.7K |
| David J Yvars GroupST STR UTIL ETF19.5K shadded | $774.5K |
| TrueWealth Advisors, LLCST STR UTIL ETF13.9K shadded | $549.1K |
| Roan Capital PartnersST STR UTIL ETF13.5K shtrimmed | $533.9K |
| Wealth Enhancement Trust Services, Inc.ST STR UTIL ETF13.4K shtrimmed | $528.2K |
| Peoples Bank/KSExchange Traded Fund13.4K shtrimmed | $527.3K |
| Taylor & Morgan Wealth Management, LLCST STR UTIL ETF11.8K shadded | $467.3K |
| Valeo Financial Advisors, LLCETF11K shadded | $435.1K |
| RHODES INVESTMENT ADVISORS INC /ADVST STR UTIL ETF10.4K shtrimmed | $409.4K |
| DIVERSIFIED MANAGEMENT INCST STR UTIL ETF10.1K shheld | $397.6K |
| CAMELOT TECHNOLOGY ADVISORS, INC.ST STR UTIL ETF10K shadded | $393.4K |
| ECLECTIC ASSOCIATES INC /ADVST STR UTIL ETF9.8K shadded | $388K |
| Sherry Group, Inc.STATE STREET UTILITIES9.1K shadded | $359.7K |
| Successful Portfolios LLCST STR UTIL ETF8.7K shadded | $347K |
| Vilga Financial Planning LLCST STR UTIL ETF8.8K shadded | $346.5K |
| Sound Income Strategies, LLCST STR UTIL ETF8.3K shtrimmed | $339.6K |
| Balefire, LLCST STR UTIL ETF8.4K shadded | $329.9K |
| Bangor Savings BankST STR UTIL ETF8.2K shadded | $323.7K |
| YHB Investment Advisors, Inc.ST STR UTIL ETF7.7K shtrimmed | $304.3K |
| GK Wealth Management LLCST STR UTIL ETF7.4K shtrimmed | $293.2K |
| Wedmont Private CapitalST STR UTIL ETF6.8K shtrimmed | $277.6K |
| AVAII WEALTH MANAGEMENT, LLCST STR UTIL ETF6.9K shtrimmed | $276.4K |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU6.8K shtrimmed | $268K |
| GAMMA Investing LLCETF6.6K shadded | $261.9K |
| CenterStar Asset Management, LLCST STR UTIL ETF6.5K sh— | $257.2K |
| Pacifica Partners Inc.STATE STREET UTI6.3K shheld | $248.5K |
| Bill Few Associates, Inc.ST STR UTIL ETF5.9K shadded | $234.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM5.6K shheld | $219.9K |
| Post Resch Tallon Group Inc.ST STR UTIL ETF5.6K shadded | $218.9K |
| First Heartland Consultants, Inc.SBI INT-UTILS5.3K shtrimmed | $207.3K |
| Apella Capital, LLCST STR UTIL ETF4K shtrimmed | $164.6K |
| AMERICAN NATIONAL BANK & TRUSTSBI INT-UTILS4.1K shadded | $159.7K |
| Bank of New HampshireST STR UTIL ETF3.4K shtrimmed | $135.5K |
| Grove Bank & TrustST STR UTIL ETF1.6K shheld | $63.1K |
| Byrne Asset Management LLCCOM1.2K shtrimmed | $48.2K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHST STR UTIL ETF820 sh— | $32.3K |
| EASTERN BANKST STR UTIL ETF800 shheld | $31.6K |
| ACIMA PRIVATE WEALTH, LLCETF728 shheld | $28.7K |
| VALLEY WEALTH MANAGERS, INC.ETF696 shadded | $27.5K |
| Davis Capital ManagementETF602 shheld | $23.7K |
| Rosenberg Matthew HamiltonETF326 shheld | $12.9K |
| TOMPKINS FINANCIAL CORPST STR UTIL ETF246 shheld | $9.7K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund200 shtrimmed | $7.9K |
| Olistico Wealth, LLCETF80 shheld | $3.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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