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 |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
17,226
shares
|
$1.35 Million
0.79% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
17,094
shares
|
$1.34 Million
0.42% of portfolio
|
Q4 2024
Reduced 44.68%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
17,045
shares
|
$1.33 Million
0.07% of portfolio
|
Q4 2024
Added 27.35%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
17,038
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Plustick Management LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
17,000
shares
|
$1.33 Million
1.16% of portfolio
|
Q2 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
16,914
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
16,715
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,696
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,640
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
16,606
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
16,570
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
16,559
shares
|
$1.29 Million
0.13% of portfolio
|
Q4 2024
Added 85.24%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
16,465
shares
|
$1.29 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
16,304
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
16,256
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
15,974
shares
|
$1.25 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
15,921
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.1%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
15,906
shares
|
$1.24 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
15,835
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
15,698
shares
|
$1.23 Million
1.03% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
15,631
shares
|
$1.22 Million
0.33% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
15,614
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,612
shares
|
$1.22 Million
0.44% of portfolio
|
Q4 2022
Reduced 98.58%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
15,604
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
15,519
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.92%
|