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 1,538 institutions that hold shares in the stock, with a total of 155 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 |
|---|---|---|---|---|---|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
26,786
shares
|
$2.13 Million
0.97% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
26,531
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2024
Added 67.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
26,478
shares
|
$2.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
26,396
shares
|
$2.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
26,043
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
25,947
shares
|
$2.06 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
25,873
shares
|
$2.06 Million
0.57% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25,771
shares
|
$2.05 Million
1.07% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
25,577
shares
|
$2.03 Million
0.26% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
25,521
shares
|
$2.03 Million
0.77% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
25,487
shares
|
$2.02 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
25,359
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 75.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
25,180
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
25,054
shares
|
$1.99 Million
9.41% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
25,000
shares
|
$1.99 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
24,992
shares
|
$1.99 Million
0.75% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
24,916
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.59%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
24,740
shares
|
$1.97 Million
1.02% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
24,666
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 40.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
24,640
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 45.31%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
24,639
shares
|
$1.96 Million
0.19% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
24,299
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 29.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
24,120
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
24,105
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,028
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|