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 1,551 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,610
shares
|
$355,753
0.09% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,607
shares
|
$355,522
0.01% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,596
shares
|
$354,673
0.29% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
4,574
shares
|
$352,975
0.22% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,567
shares
|
$352,435
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
4,523
shares
|
$349,039
0.1% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
4,508
shares
|
$347,882
0.09% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$347,265
0.38% of portfolio
|
Q4 2023
Reduced 19.18%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,489
shares
|
$346,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
4,484
shares
|
$346,030
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
4,457
shares
|
$343,946
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
4,450
shares
|
$343,406
0.13% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,430
shares
|
$341,863
0.01% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
4,408
shares
|
$340,165
0.06% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
4,398
shares
|
$339,393
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
4,391
shares
|
$338,853
0.08% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
4,386
shares
|
$338,467
0.06% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,374
shares
|
$337,541
0.01% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,368
shares
|
$337,078
0.02% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
4,365
shares
|
$336,847
0.04% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
4,364
shares
|
$336,769
0.25% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,344
shares
|
$335,226
0.01% of portfolio
|
Q4 2024
Added 399.88%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,334
shares
|
$334,454
0.03% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
4,332
shares
|
$334,300
0.0% of portfolio
|
Q4 2024
Reduced 79.31%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,315
shares
|
$332,988
0.01% of portfolio
|
Q3 2024
Added 39.19%
|