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 1,487 institutions that hold shares in the stock, with a total of 158 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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
3,865
shares
|
$301,006
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
3,861
shares
|
$300,694
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
3,845
shares
|
$299,448
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
3,844
shares
|
$299,370
0.02% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,829
shares
|
$298,202
0.08% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,823
shares
|
$297,735
0.01% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,821
shares
|
$297,579
0.04% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
3,819
shares
|
$297,423
0.01% of portfolio
|
Q2 2024
Added 8.31%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
3,818
shares
|
$297,345
0.14% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,813
shares
|
$296,956
0.03% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,807
shares
|
$296,489
0.41% of portfolio
|
Q4 2022
Reduced 6.0%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
3,792
shares
|
$295,320
0.11% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,790
shares
|
$295,165
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,787
shares
|
$294,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,787
shares
|
$294,931
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,776
shares
|
$294,074
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,773
shares
|
$293,841
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
3,773
shares
|
$293,841
0.11% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
3,728
shares
|
$290,336
0.02% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,727
shares
|
$290,258
0.09% of portfolio
|
Q4 2024
Added 53.94%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,686
shares
|
$287,065
0.14% of portfolio
|
Q2 2023
Added 50.39%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,676
shares
|
$286,286
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
3,655
shares
|
$284,651
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
3,646
shares
|
$283,950
0.18% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
3,619
shares
|
$281,847
0.07% of portfolio
|
Q3 2024
Reduced 0.6%
|