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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
519
shares
|
$40,419
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
519
shares
|
$40,419
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
504
shares
|
$39,251
0.0% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
503
shares
|
$39,173
0.01% of portfolio
|
Q3 2024
Reduced 17.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
500
shares
|
$38,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
500
shares
|
$38,940
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
488
shares
|
$38,005
0.02% of portfolio
|
Q3 2024
Added 756.14%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
476
shares
|
$37,070
0.0% of portfolio
|
Q1 2024
Added 58.14%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
463
shares
|
$36,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
453
shares
|
$35,279
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
451
shares
|
$35,123
0.0% of portfolio
|
Q3 2022
Added 79.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
445
shares
|
$34,656
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
435
shares
|
$33,877
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
426
shares
|
$33,176
0.0% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
418
shares
|
$32,553
0.03% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
415
shares
|
$32,320
0.01% of portfolio
|
Q2 2022
Added 17.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
406
shares
|
$31,619
0.0% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$31,152
0.01% of portfolio
|
Q2 2021
Reduced 71.87%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
400
shares
|
$31,152
0.01% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
400
shares
|
$31,152
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
390
shares
|
$30,373
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
388
shares
|
$30,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
383
shares
|
$29,828
0.0% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
369
shares
|
$28,737
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
364
shares
|
$28,348
0.01% of portfolio
|
Q1 2020
Reduced 88.83%
|