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 1,487 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
62,519
shares
|
$4.87 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
62,324
shares
|
$4.85 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
62,313
shares
|
$4.85 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,183
shares
|
$4.84 Million
0.15% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
61,647
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2024
Added 276.31%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
61,643
shares
|
$4.8 Million
0.41% of portfolio
|
Q3 2024
Added 70.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
61,641
shares
|
$4.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 22.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
61,408
shares
|
$4.78 Million
0.22% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
60,799
shares
|
$4.74 Million
2.79% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
60,590
shares
|
$4.72 Million
0.08% of portfolio
|
Q3 2024
Added 344.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
60,454
shares
|
$4.71 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60,341
shares
|
$4.7 Million
1.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
59,945
shares
|
$4.67 Million
3.57% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
59,757
shares
|
$4.65 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
59,631
shares
|
$4.64 Million
1.85% of portfolio
|
Q3 2024
Added 40.89%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
59,202
shares
|
$4.61 Million
2.93% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
58,912
shares
|
$4.59 Million
0.6% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
58,586
shares
|
$4.56 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
58,381
shares
|
$4.55 Million
0.31% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
58,377
shares
|
$4.55 Million
0.33% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
57,148
shares
|
$4.45 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
56,794
shares
|
$4.42 Million
3.23% of portfolio
|
Q3 2024
Added 908.95%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
56,146
shares
|
$4.37 Million
0.01% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
55,786
shares
|
$4.34 Million
0.1% of portfolio
|
Q3 2024
Added 48409.57%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
55,578
shares
|
$4.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 65.04%
|