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 1,560 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 $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
2,893
shares
|
$226,261
0.08% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,889
shares
|
$225,948
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,864
shares
|
$223,993
0.02% of portfolio
|
Q4 2024
Reduced 95.42%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
2,862
shares
|
$223,837
0.03% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,861
shares
|
$223,758
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,837
shares
|
$221,881
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,810
shares
|
$219,770
0.02% of portfolio
|
Q4 2022
Added 28.6%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
2,805
shares
|
$219,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,790
shares
|
$218,205
0.0% of portfolio
|
Q4 2024
Reduced 96.5%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
2,788
shares
|
$218,049
0.06% of portfolio
|
Q1 2025
Reduced 76.97%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,769
shares
|
$216,563
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
2,760
shares
|
$215,859
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,757
shares
|
$215,624
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
2,751
shares
|
$215,155
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
2,746
shares
|
$214,764
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,741
shares
|
$214,373
0.0% of portfolio
|
Q4 2024
Reduced 91.5%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,735
shares
|
$213,904
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,733
shares
|
$213,747
0.06% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,733
shares
|
$213,747
0.06% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,730
shares
|
$213,513
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,725
shares
|
$213,122
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
2,705
shares
|
$211,558
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,689
shares
|
$210,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
2,676
shares
|
$209,289
0.1% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,671
shares
|
$208,898
0.13% of portfolio
|
Q3 2024
New holding
|