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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
253
shares
|
$19,814
0.0% of portfolio
|
Q2 2024
Reduced 88.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
250
shares
|
$19,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
249
shares
|
$19,501
0.01% of portfolio
|
Q3 2024
Reduced 58.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
242
shares
|
$18,953
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
240
shares
|
$18,796
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$18,170
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
231
shares
|
$18,091
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
229
shares
|
$17,935
0.01% of portfolio
|
Q4 2022
Reduced 93.96%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
225
shares
|
$17,622
0.0% of portfolio
|
Q3 2024
Reduced 62.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
215
shares
|
$16,838
0.0% of portfolio
|
Q3 2023
Reduced 16.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
213
shares
|
$16,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
205
shares
|
$16,055
0.0% of portfolio
|
Q3 2024
Added 95.24%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
200
shares
|
$15,663
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$15,663
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
200
shares
|
$15,663
0.01% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
199
shares
|
$15,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
196
shares
|
$15,350
0.0% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
195
shares
|
$15,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
183
shares
|
$14,332
0.0% of portfolio
|
Q4 2022
Added 35.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
182
shares
|
$14,254
0.01% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
180
shares
|
$14,097
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
180
shares
|
$14,097
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
175
shares
|
$13,705
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
173
shares
|
$13,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
172
shares
|
$13,471
0.0% of portfolio
|
Q2 2024
Reduced 14.43%
|