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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
362
shares
|
$28,192
0.02% of portfolio
|
Q1 2024
Reduced 39.97%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
350
shares
|
$27,258
0.01% of portfolio
|
Q3 2023
Reduced 47.92%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
349
shares
|
$27,180
0.01% of portfolio
|
Q3 2024
Added 99.43%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
347
shares
|
$27,024
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
347
shares
|
$27,024
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$26,868
0.01% of portfolio
|
Q3 2023
Reduced 76.61%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
344
shares
|
$26,790
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
339
shares
|
$26,401
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
338
shares
|
$26,323
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
331
shares
|
$25,778
0.02% of portfolio
|
Q4 2023
Reduced 30.32%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
330
shares
|
$25,700
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
327
shares
|
$25,466
0.0% of portfolio
|
Q2 2023
Added 2.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
326
shares
|
$25,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
321
shares
|
$24,999
0.02% of portfolio
|
Q1 2021
Added 36.6%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
320
shares
|
$24,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
317
shares
|
$24,687
0.01% of portfolio
|
Q4 2024
Reduced 99.63%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
315
shares
|
$24,532
0.01% of portfolio
|
Q4 2024
Reduced 26.06%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
310
shares
|
$24,142
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
309
shares
|
$24,064
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
305
shares
|
$23,753
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
302
shares
|
$23,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$23,364
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$23,364
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
300
shares
|
$23,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
300
shares
|
$23,364
0.0% of portfolio
|
Q3 2022
Added 50.0%
|