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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
24,916
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.59%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
24,740
shares
|
$1.93 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
|
$1.93 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
|
$1.93 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
|
$1.93 Million
0.19% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
24,120
shares
|
$1.88 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
|
$1.88 Million
0.04% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,028
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
24,000
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2017
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
23,835
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,652
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2024
Reduced 43.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
23,551
shares
|
$1.84 Million
0.18% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23,489
shares
|
$1.84 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
23,485
shares
|
$1.84 Million
0.51% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
23,433
shares
|
$1.83 Million
1.02% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
23,375
shares
|
$1.83 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23,372
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2023
Added 4574.4%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
23,261
shares
|
$1.82 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
23,055
shares
|
$1.8 Million
0.81% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,986
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2023
Reduced 11.82%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
22,933
shares
|
$1.79 Million
1.59% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
22,857
shares
|
$1.79 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
22,814
shares
|
$1.78 Million
0.55% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
22,810
shares
|
$1.78 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
22,766
shares
|
$1.78 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.13%
|