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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
7,231
shares
|
$573,056
0.13% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,224
shares
|
$572,502
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,205
shares
|
$570,996
0.23% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,167
shares
|
$567,984
0.41% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
7,142
shares
|
$566,003
0.28% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,137
shares
|
$565,607
0.4% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$565,528
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
7,116
shares
|
$563,943
0.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,093
shares
|
$562,120
0.02% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
7,057
shares
|
$559,267
0.08% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
7,022
shares
|
$556,493
0.12% of portfolio
|
Q4 2024
Added 227.06%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
7,000
shares
|
$554,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,987
shares
|
$553,719
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
6,985
shares
|
$553,561
0.26% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
6,978
shares
|
$553,006
0.08% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,947
shares
|
$550,549
0.02% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,942
shares
|
$550,153
0.36% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
6,923
shares
|
$548,647
0.14% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,904
shares
|
$547,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,895
shares
|
$546,428
0.78% of portfolio
|
Q3 2022
Added 8.98%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,861
shares
|
$543,734
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,858
shares
|
$543,496
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,850
shares
|
$542,862
0.12% of portfolio
|
Q1 2023
Reduced 10.46%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
6,843
shares
|
$542,307
0.14% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
6,767
shares
|
$536,284
0.05% of portfolio
|
Q4 2024
Added 40.28%
|