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 |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
30,500
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Added 263.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
30,338
shares
|
$2.37 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
30,301
shares
|
$2.37 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
30,062
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2024
Added 109.03%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
30,010
shares
|
$2.34 Million
0.21% of portfolio
|
Q3 2024
Added 117.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
29,782
shares
|
$2.33 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
29,734
shares
|
$2.32 Million
0.6% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,668
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,548
shares
|
$2.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 93.17%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
29,477
shares
|
$2.3 Million
3.33% of portfolio
|
Q3 2023
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
29,005
shares
|
$2.27 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
28,951
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 78.86%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
28,856
shares
|
$2.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
28,776
shares
|
$2.25 Million
0.06% of portfolio
|
Q4 2023
Added 156.77%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
28,747
shares
|
$2.25 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
28,743
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
28,738
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
28,563
shares
|
$2.23 Million
0.35% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
28,420
shares
|
$2.22 Million
0.71% of portfolio
|
Q4 2024
Added 390.25%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
28,378
shares
|
$2.22 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
28,216
shares
|
$2.2 Million
0.69% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
28,068
shares
|
$2.19 Million
0.06% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
28,005
shares
|
$2.19 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
Feb 11, 2025 Q4 2024 |
28,000
shares
|
$2.19 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
27,910
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 7.74%
|