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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
3,676
shares
|
$283,676
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
3,662
shares
|
$282,596
0.03% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
3,655
shares
|
$282,056
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,649
shares
|
$281,593
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
3,646
shares
|
$281,361
0.18% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,631
shares
|
$280,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
3,619
shares
|
$279,278
0.07% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
3,611
shares
|
$278,660
0.07% of portfolio
|
Q4 2024
Reduced 21.55%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
3,602
shares
|
$277,966
0.13% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,590
shares
|
$277,040
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,577
shares
|
$276,037
0.1% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,568
shares
|
$275,342
0.0% of portfolio
|
Q4 2024
Reduced 50.77%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
3,564
shares
|
$275,033
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
3,559
shares
|
$274,648
0.03% of portfolio
|
Q2 2024
Added 880.44%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
3,548
shares
|
$273,799
0.09% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,527
shares
|
$272,178
0.04% of portfolio
|
Q4 2024
Reduced 89.15%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
3,515
shares
|
$271,252
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,509
shares
|
$270,789
0.12% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
3,500
shares
|
$270,095
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
3,494
shares
|
$269,631
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,493
shares
|
$269,554
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
3,493
shares
|
$269,554
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
3,481
shares
|
$268,628
0.05% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,457
shares
|
$266,776
0.02% of portfolio
|
Q4 2024
Added 1637.19%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
3,441
shares
|
$265,541
0.07% of portfolio
|
Q4 2024
Reduced 22.48%
|