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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,072
shares
|
$396,326
0.29% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,062
shares
|
$395,544
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,061
shares
|
$395,466
0.06% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
5,022
shares
|
$392,419
0.24% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
5,020
shares
|
$392,262
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
5,016
shares
|
$391,950
0.01% of portfolio
|
Q1 2023
Reduced 21.82%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,998
shares
|
$390,543
0.09% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,995
shares
|
$390,309
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
4,995
shares
|
$390,309
0.05% of portfolio
|
Q3 2024
Reduced 37.64%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$385,855
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,934
shares
|
$385,542
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,930
shares
|
$385,230
0.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,927
shares
|
$384,995
0.01% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
4,925
shares
|
$384,839
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,924
shares
|
$384,761
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,917
shares
|
$384,214
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,907
shares
|
$383,432
0.0% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,875
shares
|
$380,932
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
4,872
shares
|
$380,698
0.18% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,869
shares
|
$380,463
0.02% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,862
shares
|
$379,916
0.0% of portfolio
|
Q2 2023
Reduced 79.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,854
shares
|
$379,291
0.01% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,841
shares
|
$378,275
0.01% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
4,823
shares
|
$376,869
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
4,800
shares
|
$375,072
0.33% of portfolio
|
Q4 2024
New holding
|