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 1,524 institutions that hold shares in the stock, with a total of 154 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 |
|---|---|---|---|---|---|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
10,394
shares
|
$823,724
0.71% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
10,363
shares
|
$821,267
0.13% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
10,346
shares
|
$819,920
0.42% of portfolio
|
Q4 2024
Reduced 26.45%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,303
shares
|
$816,512
0.12% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
10,288
shares
|
$815,324
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
10,273
shares
|
$814,135
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,216
shares
|
$809,618
0.12% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,215
shares
|
$809,538
0.37% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,208
shares
|
$808,984
0.12% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
10,206
shares
|
$808,825
0.01% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
10,153
shares
|
$804,625
0.21% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
10,075
shares
|
$798,443
0.03% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,050
shares
|
$796,462
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
10,039
shares
|
$795,590
0.52% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
10,012
shares
|
$793,451
0.46% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,979
shares
|
$790,835
0.16% of portfolio
|
Q4 2022
Added 6.43%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
9,910
shares
|
$785,367
0.13% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
9,906
shares
|
$785,050
0.21% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,812
shares
|
$777,601
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
9,740
shares
|
$771,895
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
9,720
shares
|
$770,310
0.47% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,719
shares
|
$770,230
0.07% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
9,714
shares
|
$769,834
0.04% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
9,683
shares
|
$767,377
0.36% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,671
shares
|
$766,426
0.42% of portfolio
|
Q4 2024
Added 19.68%
|