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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
20,924
shares
|
$1.64 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
20,847
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
Added 43.19%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
20,581
shares
|
$1.61 Million
0.21% of portfolio
|
Q3 2024
Added 126.89%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,528
shares
|
$1.6 Million
0.2% of portfolio
|
Q2 2023
Reduced 12.95%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
20,464
shares
|
$1.6 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
20,429
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
20,409
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
20,408
shares
|
$1.59 Million
1.3% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
20,405
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
20,329
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
20,276
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
20,261
shares
|
$1.58 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
20,187
shares
|
$1.58 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
20,140
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 54.72%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
20,063
shares
|
$1.57 Million
0.31% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
19,904
shares
|
$1.56 Million
0.57% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,680
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
19,616
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
19,354
shares
|
$1.51 Million
1.04% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
19,332
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
19,262
shares
|
$1.51 Million
0.16% of portfolio
|
Q4 2024
Added 26.48%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
19,235
shares
|
$1.5 Million
0.17% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,200
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Added 103.17%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
19,155
shares
|
$1.5 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
19,016
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.85%
|