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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
817
shares
|
$63,627
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
810
shares
|
$63,082
0.02% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
800
shares
|
$62,304
0.05% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$62,304
0.0% of portfolio
|
Q4 2024
Added 39.13%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
797
shares
|
$62,070
0.02% of portfolio
|
Q2 2024
Reduced 14.02%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
785
shares
|
$61,135
0.04% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
779
shares
|
$60,668
0.04% of portfolio
|
Q3 2024
Added 52.15%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
777
shares
|
$60,512
0.01% of portfolio
|
Q2 2024
Added 119.49%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
750
shares
|
$58,410
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
736
shares
|
$57,319
0.02% of portfolio
|
Q4 2023
Reduced 70.55%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
730
shares
|
$56,852
0.01% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
681
shares
|
$53,036
0.03% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$51,790
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
628
shares
|
$48,908
0.05% of portfolio
|
Q1 2023
Reduced 9.12%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
623
shares
|
$48,519
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
616
shares
|
$47,974
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
600
shares
|
$46,728
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
600
shares
|
$46,728
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
575
shares
|
$44,781
0.0% of portfolio
|
Q1 2024
Reduced 84.4%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
565
shares
|
$44,002
0.03% of portfolio
|
Q2 2022
Reduced 34.68%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
545
shares
|
$42,444
0.01% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
543
shares
|
$42,288
0.01% of portfolio
|
Q4 2024
Reduced 16.46%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
536
shares
|
$41,743
0.0% of portfolio
|
Q2 2023
Reduced 12.85%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
530
shares
|
$41,276
0.03% of portfolio
|
Q3 2024
Reduced 91.15%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
521
shares
|
$40,575
0.03% of portfolio
|
Q4 2024
Reduced 74.54%
|