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 1,510 institutions that hold shares in the stock, with a total of 157 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 |
|---|---|---|---|---|---|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
36,515
shares
|
$2.85 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
36,358
shares
|
$2.84 Million
0.51% of portfolio
|
Q4 2024
Reduced 82.49%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
36,350
shares
|
$2.84 Million
0.45% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
36,252
shares
|
$2.83 Million
0.53% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
36,239
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.33%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
36,000
shares
|
$2.81 Million
2.23% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
35,832
shares
|
$2.8 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
35,722
shares
|
$2.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
35,689
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
35,463
shares
|
$2.77 Million
0.67% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
35,411
shares
|
$2.77 Million
0.17% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
35,375
shares
|
$2.76 Million
1.36% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
35,321
shares
|
$2.76 Million
1.0% of portfolio
|
Q4 2024
Added 58.16%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
35,257
shares
|
$2.75 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
35,096
shares
|
$2.74 Million
0.87% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
34,793
shares
|
$2.72 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,700
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
34,643
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.34%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
34,548
shares
|
$2.7 Million
2.94% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
34,547
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
34,503
shares
|
$2.7 Million
1.4% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
34,479
shares
|
$2.69 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
34,333
shares
|
$2.68 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
34,208
shares
|
$2.67 Million
0.32% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
34,091
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.97%
|