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 |
|---|---|---|---|---|---|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
22,433
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
22,425
shares
|
$1.75 Million
0.36% of portfolio
|
Q3 2024
Added 100.69%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22,353
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 64.1%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
22,303
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,232
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,100
shares
|
$1.73 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
22,000
shares
|
$1.72 Million
1.98% of portfolio
|
Q1 2023
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
21,910
shares
|
$1.71 Million
2.29% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
21,627
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2023
Reduced 5.81%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
21,555
shares
|
$1.68 Million
0.63% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
21,543
shares
|
$1.68 Million
0.07% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
21,500
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
21,472
shares
|
$1.68 Million
1.47% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Savior LLC
|
Jan 22, 2025 Q4 2024 |
21,378
shares
|
$1.67 Million
9.28% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
21,297
shares
|
$1.66 Million
0.63% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
21,286
shares
|
$1.66 Million
0.71% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
21,247
shares
|
$1.66 Million
1.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
21,195
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
21,147
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
21,096
shares
|
$1.65 Million
0.85% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,075
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
21,053
shares
|
$1.65 Million
0.27% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
21,010
shares
|
$1.64 Million
0.15% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
20,984
shares
|
$1.64 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
20,968
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 1.39%
|