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 |
|---|---|---|---|---|---|
|
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%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
34,059
shares
|
$2.66 Million
0.34% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
34,000
shares
|
$2.66 Million
0.21% of portfolio
|
Q4 2018
Closed
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
33,739
shares
|
$2.64 Million
0.95% of portfolio
|
Q1 2024
Added 421.87%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
33,738
shares
|
$2.64 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
33,609
shares
|
$2.63 Million
1.19% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33,275
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
33,240
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
32,379
shares
|
$2.53 Million
0.48% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
32,325
shares
|
$2.53 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
32,293
shares
|
$2.52 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,243
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
31,944
shares
|
$2.5 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
31,876
shares
|
$2.49 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
31,855
shares
|
$2.49 Million
0.1% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
31,800
shares
|
$2.48 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
31,779
shares
|
$2.48 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
31,438
shares
|
$2.46 Million
0.98% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
31,393
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 43.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,829
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
30,820
shares
|
$2.41 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,661
shares
|
$2.4 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
30,632
shares
|
$2.39 Million
1.04% of portfolio
|
Q4 2024
Reduced 84.92%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
30,506
shares
|
$2.38 Million
0.11% of portfolio
|
Q4 2024
Added 178.44%
|