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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
11,085
shares
|
$866,181
0.07% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
11,000
shares
|
$859,540
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
10,983
shares
|
$858,211
0.25% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
10,919
shares
|
$853,210
0.32% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,846
shares
|
$847,506
0.41% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
10,830
shares
|
$846,256
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
10,775
shares
|
$841,958
0.41% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,725
shares
|
$838,051
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
10,700
shares
|
$836,098
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,698
shares
|
$835,941
0.09% of portfolio
|
Q3 2022
Reduced 30.21%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
10,689
shares
|
$835,238
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
10,670
shares
|
$833,753
0.26% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
10,664
shares
|
$833,284
0.17% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
10,579
shares
|
$826,643
0.03% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$823,986
0.1% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
10,540
shares
|
$823,595
0.53% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
10,517
shares
|
$821,798
0.15% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,504
shares
|
$820,782
0.05% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
10,421
shares
|
$814,296
0.2% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
10,394
shares
|
$812,187
0.71% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$809,999
0.15% of portfolio
|
Q3 2024
Added 101.32%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
10,363
shares
|
$809,764
0.13% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,303
shares
|
$805,076
0.12% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,293
shares
|
$804,295
0.22% of portfolio
|
Q3 2024
Added 201.23%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
10,288
shares
|
$803,904
0.14% of portfolio
|
Q4 2024
New holding
|