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 1,482 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,658
shares
|
$129,854
0.05% of portfolio
|
Q3 2024
Added 139.6%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,637
shares
|
$128,209
0.06% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,620
shares
|
$126,878
0.03% of portfolio
|
Q4 2024
Reduced 90.19%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,613
shares
|
$126,330
0.0% of portfolio
|
Q3 2024
Reduced 69.93%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,591
shares
|
$124,607
0.05% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
1,591
shares
|
$124,607
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,586
shares
|
$124,215
0.04% of portfolio
|
Q2 2024
Added 7.31%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,554
shares
|
$121,709
0.0% of portfolio
|
Q4 2023
Reduced 11.4%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,539
shares
|
$120,534
0.0% of portfolio
|
Q3 2024
Added 54.21%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,532
shares
|
$119,986
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,515
shares
|
$118,654
0.04% of portfolio
|
Q4 2022
Reduced 8.01%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,488
shares
|
$116,540
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,433
shares
|
$112,232
0.01% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
1,413
shares
|
$110,666
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,372
shares
|
$107,455
0.0% of portfolio
|
Q3 2023
Added 83.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,359
shares
|
$106,436
0.01% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,356
shares
|
$106,201
0.01% of portfolio
|
Q3 2024
Reduced 25.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,352
shares
|
$105,888
0.02% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,296
shares
|
$101,502
0.0% of portfolio
|
Q3 2024
Reduced 40.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,278
shares
|
$100,092
0.03% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,257
shares
|
$98,448
0.09% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,255
shares
|
$98,291
0.02% of portfolio
|
Q2 2024
Reduced 21.56%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,250
shares
|
$97,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,247
shares
|
$97,665
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,239
shares
|
$97,038
0.29% of portfolio
|
Q2 2022
New holding
|