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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
207,609
shares
|
$16.3 Million
3.1% of portfolio
|
Q3 2024
Added 103.12%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
203,142
shares
|
$15.9 Million
4.38% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
200,984
shares
|
$15.7 Million
1.97% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
200,000
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
199,796
shares
|
$15.6 Million
0.26% of portfolio
|
Q3 2024
Added 2655.43%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
198,725
shares
|
$15.6 Million
0.36% of portfolio
|
Q3 2024
Added 2384.06%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
197,491
shares
|
$15.5 Million
1.36% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
196,164
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
194,819
shares
|
$15.3 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
186,520
shares
|
$14.6 Million
6.15% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
185,589
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Passaic Partners LLC
|
Nov 01, 2024 Q3 2024 |
185,482
shares
|
$14.5 Million
2.26% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
182,409
shares
|
$14.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 76.24%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
181,000
shares
|
$14.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
181,000
shares
|
$14.2 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
179,712
shares
|
$14.1 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
175,094
shares
|
$13.7 Million
0.16% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
174,900
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 2201.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
174,077
shares
|
$13.6 Million
0.08% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
173,501
shares
|
$13.6 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
173,184
shares
|
$13.6 Million
0.14% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
172,080
shares
|
$13.5 Million
0.11% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
171,631
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
169,157
shares
|
$13.2 Million
1.01% of portfolio
|
Q1 2023
Added 6.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
168,640
shares
|
$13.2 Million
0.4% of portfolio
|
Q3 2024
Added 6.84%
|