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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
19,004
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Added 46.17%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
18,779
shares
|
$1.47 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,742
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,606
shares
|
$1.45 Million
1.12% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,586
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Added 85.97%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
18,579
shares
|
$1.45 Million
0.56% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
18,576
shares
|
$1.45 Million
1.09% of portfolio
|
Q4 2024
Reduced 59.23%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
18,492
shares
|
$1.44 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18,492
shares
|
$1.44 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
18,441
shares
|
$1.44 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,427
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
18,375
shares
|
$1.44 Million
0.98% of portfolio
|
Q3 2024
Added 23.14%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,098
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
18,069
shares
|
$1.41 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
18,058
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
18,050
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
18,008
shares
|
$1.41 Million
0.67% of portfolio
|
Q4 2023
Added 339.54%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
18,000
shares
|
$1.41 Million
0.21% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
17,684
shares
|
$1.38 Million
0.23% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
17,635
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
Added 174.73%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
17,469
shares
|
$1.37 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,425
shares
|
$1.36 Million
0.17% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,378
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,315
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
17,279
shares
|
$1.35 Million
0.59% of portfolio
|
Q3 2024
New holding
|