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 1,551 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
42,744
shares
|
$3.3 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
42,673
shares
|
$3.29 Million
2.47% of portfolio
|
Q2 2022
Added 13.3%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
42,451
shares
|
$3.28 Million
0.05% of portfolio
|
Q4 2024
Added 43.69%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
42,353
shares
|
$3.27 Million
3.73% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
41,864
shares
|
$3.23 Million
0.13% of portfolio
|
Q4 2024
Added 50.31%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
41,373
shares
|
$3.19 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
41,371
shares
|
$3.19 Million
0.89% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
41,244
shares
|
$3.18 Million
2.62% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
41,073
shares
|
$3.17 Million
1.29% of portfolio
|
Q4 2024
Added 77.71%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
41,015
shares
|
$3.17 Million
1.6% of portfolio
|
Q4 2024
Added 2641.64%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
40,706
shares
|
$3.14 Million
0.2% of portfolio
|
Q4 2024
Added 35.64%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,290
shares
|
$3.11 Million
4.88% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
39,941
shares
|
$3.08 Million
0.02% of portfolio
|
Q4 2024
Added 43.39%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
39,680
shares
|
$3.06 Million
0.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
39,647
shares
|
$3.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,561
shares
|
$3.05 Million
0.05% of portfolio
|
Q2 2024
Added 92.01%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
39,332
shares
|
$3.04 Million
0.69% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
39,186
shares
|
$3.02 Million
0.07% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
38,913
shares
|
$3 Million
0.02% of portfolio
|
Q4 2024
Reduced 56.8%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
38,795
shares
|
$2.99 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
38,760
shares
|
$2.99 Million
0.14% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
38,453
shares
|
$2.97 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
38,049
shares
|
$2.94 Million
0.11% of portfolio
|
Q1 2023
Reduced 9.9%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
38,036
shares
|
$2.94 Million
1.1% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
38,036
shares
|
$2.94 Million
0.26% of portfolio
|
Q4 2024
Added 897.53%
|