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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
37
shares
|
$2,881
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
35
shares
|
$2,725
0.0% of portfolio
|
Q3 2023
Added 2.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
35
shares
|
$2,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
34
shares
|
$2,647
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
33
shares
|
$2,570
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
31
shares
|
$2,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
29
shares
|
$2,258
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
29
shares
|
$2,258
0.0% of portfolio
|
Q3 2024
Reduced 95.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
28
shares
|
$2,180
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$2,102
0.0% of portfolio
|
Q2 2022
Reduced 80.85%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
19
shares
|
$1,479
0.0% of portfolio
|
Q2 2023
Reduced 96.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,246
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
14
shares
|
$1,090
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
12
shares
|
$934
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$856
0.08% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10
shares
|
$778
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2022
Reduced 85.71%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2024
New holding
|