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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
12,789
shares
|
$999,332
0.04% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
12,778
shares
|
$998,472
0.17% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
12,758
shares
|
$996,910
0.05% of portfolio
|
Q3 2024
Added 175.31%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
12,702
shares
|
$992,534
0.18% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
12,692
shares
|
$991,752
0.04% of portfolio
|
Q4 2024
Reduced 52.39%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
12,656
shares
|
$988,939
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
12,560
shares
|
$981,438
0.17% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
12,554
shares
|
$980,969
0.1% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,504
shares
|
$977,062
0.02% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
12,503
shares
|
$976,984
0.11% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
12,498
shares
|
$976,593
0.2% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
12,448
shares
|
$972,686
0.54% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
12,426
shares
|
$970,967
0.25% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,409
shares
|
$969,639
0.07% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
12,384
shares
|
$967,685
0.44% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
12,314
shares
|
$962,215
0.08% of portfolio
|
Q3 2022
Added 167.87%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
12,297
shares
|
$960,887
0.18% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,230
shares
|
$955,652
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,227
shares
|
$955,417
0.13% of portfolio
|
Q4 2024
Reduced 39.54%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,190
shares
|
$952,526
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
12,166
shares
|
$950,651
0.12% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
12,118
shares
|
$946,900
0.14% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
12,104
shares
|
$945,806
0.2% of portfolio
|
Q4 2024
Added 220.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,094
shares
|
$945,025
0.05% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,084
shares
|
$944,243
0.06% of portfolio
|
Q4 2024
Reduced 2.41%
|