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 1,501 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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
14,022
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,003
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Added 491.84%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
13,733
shares
|
$1.07 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
13,716
shares
|
$1.07 Million
0.77% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
13,708
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
13,665
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
13,616
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
13,550
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Added 49.72%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
13,533
shares
|
$1.06 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
13,514
shares
|
$1.06 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
13,513
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2022
Added 163.36%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
13,477
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 167.51%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,470
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,465
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
13,460
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
13,202
shares
|
$1.03 Million
0.52% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
13,155
shares
|
$1.03 Million
0.44% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
13,110
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
13,088
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,021
shares
|
$1.02 Million
0.89% of portfolio
|
Q4 2022
Reduced 5.43%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,996
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,934
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
12,870
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,856
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Reduced 98.96%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
12,827
shares
|
$1 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.02%
|