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 1,482 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
1,369,895
shares
|
$107 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
1,323,900
shares
|
$104 Million
0.95% of portfolio
|
Q3 2024
Reduced 33.84%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,235,953
shares
|
$96.8 Million
2.46% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,024,658
shares
|
$80.3 Million
0.2% of portfolio
|
Q3 2024
Added 32.48%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,010,539
shares
|
$79.1 Million
1.78% of portfolio
|
Q3 2024
Added 76.68%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,007,488
shares
|
$78.9 Million
0.04% of portfolio
|
Q3 2024
Added 5103.16%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
979,497
shares
|
$76.7 Million
0.82% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
900,000
shares
|
$70.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
873,795
shares
|
$68.4 Million
0.16% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
840,496
shares
|
$65.8 Million
0.07% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
837,302
shares
|
$65.6 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Main Management Fund Advisors LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
813,000
shares
|
$63.7 Million
11.26% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
812,415
shares
|
$63.6 Million
1.3% of portfolio
|
Q4 2024
Added 178.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,547
shares
|
$63.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
721,541
shares
|
$56.5 Million
5.77% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
693,713
shares
|
$54.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
685,079
shares
|
$53.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
669,925
shares
|
$52.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.67%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
613,025
shares
|
$48 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
572,635
shares
|
$44.8 Million
0.16% of portfolio
|
Q3 2024
Added 48.9%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
568,263
shares
|
$44.5 Million
0.99% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
520,403
shares
|
$40.8 Million
0.97% of portfolio
|
Q3 2024
Added 11784.06%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
515,938
shares
|
$40.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
499,928
shares
|
$39.2 Million
3.84% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
493,263
shares
|
$38.6 Million
0.07% of portfolio
|
Q3 2024
Added 29.62%
|