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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
111
shares
|
$8,693
0.0% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
111
shares
|
$8,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
111
shares
|
$8,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
106
shares
|
$8,301
0.0% of portfolio
|
Q4 2024
Added 53.62%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
101
shares
|
$7,910
0.0% of portfolio
|
Q2 2022
Reduced 96.55%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$7,831
0.0% of portfolio
|
Q1 2022
Reduced 74.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
98
shares
|
$7,675
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
98
shares
|
$7,675
0.0% of portfolio
|
Q3 2024
Added 2350.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
92
shares
|
$7,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
92
shares
|
$7,205
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
85
shares
|
$6,657
0.01% of portfolio
|
Q3 2022
Reduced 99.23%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$6,578
0.0% of portfolio
|
Q3 2023
Reduced 65.29%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$6,265
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
78
shares
|
$6,108
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
71
shares
|
$5,560
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
64
shares
|
$5,012
0.0% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
60
shares
|
$4,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$3,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
49
shares
|
$3,837
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
46
shares
|
$3,602
0.0% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
45
shares
|
$3,524
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
45
shares
|
$3,524
0.0% of portfolio
|
Q3 2024
Reduced 70.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
40
shares
|
$3,132
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
38
shares
|
$2,976
0.0% of portfolio
|
Q2 2024
Added 322.22%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
37
shares
|
$2,897
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|