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 |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
5,953
shares
|
$465,167
0.18% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,945
shares
|
$464,542
0.17% of portfolio
|
Q4 2024
Reduced 31.73%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,932
shares
|
$463,526
0.17% of portfolio
|
Q4 2024
Reduced 36.88%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,892
shares
|
$460,400
0.03% of portfolio
|
Q4 2024
Reduced 77.12%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,892
shares
|
$460,400
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
5,876
shares
|
$459,150
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
5,870
shares
|
$458,681
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,833
shares
|
$455,790
0.15% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
5,814
shares
|
$454,305
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
5,796
shares
|
$452,899
0.25% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,775
shares
|
$451,258
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,765
shares
|
$450,477
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,740
shares
|
$448,523
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,717
shares
|
$446,726
0.08% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
5,661
shares
|
$442,350
0.14% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,648
shares
|
$441,334
0.02% of portfolio
|
Q4 2024
Reduced 91.39%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,600
shares
|
$437,584
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
5,592
shares
|
$436,958
0.03% of portfolio
|
Q1 2024
Added 2.85%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
5,588
shares
|
$436,646
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
5,585
shares
|
$436,411
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
5,566
shares
|
$434,927
0.05% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
5,550
shares
|
$433,677
0.02% of portfolio
|
Q4 2024
Reduced 39.28%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
5,501
shares
|
$429,848
0.2% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Gruss & Co., LLC
|
Feb 06, 2025 Q4 2024 |
5,500
shares
|
$429,770
1.78% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
5,464
shares
|
$426,956
0.31% of portfolio
|
Q4 2024
Reduced 31.61%
|