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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
9,283
shares
|
$725,373
0.1% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
9,228
shares
|
$721,075
0.11% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
9,198
shares
|
$718,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
9,143
shares
|
$714,434
0.33% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$712,558
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,084
shares
|
$709,823
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
9,022
shares
|
$704,979
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,970
shares
|
$700,915
0.19% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
8,957
shares
|
$699,899
0.29% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,955
shares
|
$699,743
0.45% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,938
shares
|
$698,415
0.03% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
8,902
shares
|
$695,602
0.23% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
8,894
shares
|
$694,977
0.22% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
8,862
shares
|
$692,476
0.65% of portfolio
|
Q4 2024
Added 47.7%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
8,829
shares
|
$689,898
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
8,814
shares
|
$688,725
0.47% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
8,745
shares
|
$683,334
0.18% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
8,723
shares
|
$681,615
0.4% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,695
shares
|
$679,427
0.07% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
8,575
shares
|
$670,050
0.06% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
8,561
shares
|
$668,956
0.46% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
8,560
shares
|
$668,878
0.16% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
8,550
shares
|
$668,097
0.04% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
8,545
shares
|
$667,706
0.46% of portfolio
|
Q3 2023
Reduced 2.29%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,522
shares
|
$665,909
0.01% of portfolio
|
Q3 2024
Added 0.02%
|