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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$93,983
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$93,983
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,153
shares
|
$90,302
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,100
shares
|
$86,151
0.03% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,005
shares
|
$78,711
0.0% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
981
shares
|
$76,831
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
965
shares
|
$75,578
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
963
shares
|
$75,422
0.02% of portfolio
|
Q2 2024
Added 91.83%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
944
shares
|
$73,934
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$73,699
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
935
shares
|
$73,229
0.03% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
935
shares
|
$73,229
0.03% of portfolio
|
Q4 2023
Added 68.47%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
935
shares
|
$73,229
0.02% of portfolio
|
Q4 2024
Added 65.49%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
935
shares
|
$73,229
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
894
shares
|
$70,018
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
884
shares
|
$69,234
0.01% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
869
shares
|
$68,060
0.0% of portfolio
|
Q3 2024
Added 46.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
843
shares
|
$66,023
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
835
shares
|
$65,397
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
817
shares
|
$63,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
810
shares
|
$63,439
0.02% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
800
shares
|
$62,655
0.05% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$62,655
0.0% of portfolio
|
Q4 2024
Added 39.13%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
797
shares
|
$62,421
0.02% of portfolio
|
Q2 2024
Reduced 14.02%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
785
shares
|
$61,481
0.04% of portfolio
|
Q3 2024
Reduced 6.55%
|