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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,966
shares
|
$230,992
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,962
shares
|
$230,680
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
2,938
shares
|
$228,811
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,937
shares
|
$228,733
0.08% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,933
shares
|
$228,422
0.06% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,908
shares
|
$226,475
0.02% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2,900
shares
|
$225,852
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,900
shares
|
$225,852
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
2,898
shares
|
$225,696
0.1% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
2,892
shares
|
$225,228
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,886
shares
|
$224,761
0.09% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,871
shares
|
$223,593
0.01% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,866
shares
|
$223,204
0.0% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
2,862
shares
|
$222,892
0.04% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,837
shares
|
$220,945
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,831
shares
|
$220,478
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,817
shares
|
$219,387
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,810
shares
|
$218,842
0.02% of portfolio
|
Q4 2022
Added 28.6%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
2,751
shares
|
$214,247
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
2,746
shares
|
$213,858
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
2,730
shares
|
$212,612
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$211,755
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
2,705
shares
|
$210,665
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
2,700
shares
|
$210,276
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,689
shares
|
$209,419
0.0% of portfolio
|
Q3 2024
New holding
|