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 1,552 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
113,664
shares
|
$8.95 Million
0.12% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
110,814
shares
|
$8.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
109,630
shares
|
$8.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
109,529
shares
|
$8.63 Million
0.02% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
109,448
shares
|
$8.62 Million
2.08% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
108,403
shares
|
$8.54 Million
0.19% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
107,300
shares
|
$8.45 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
106,964
shares
|
$8.42 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
105,939
shares
|
$8.34 Million
0.26% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,287
shares
|
$8.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
103,921
shares
|
$8.18 Million
2.07% of portfolio
|
Q4 2024
Added 209.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
103,453
shares
|
$8.15 Million
0.32% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
103,110
shares
|
$8.12 Million
0.63% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
102,867
shares
|
$8.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
102,187
shares
|
$8.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
101,169
shares
|
$7.97 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
101,050
shares
|
$7.96 Million
0.23% of portfolio
|
Q4 2024
Reduced 32.64%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
100,800
shares
|
$7.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.37%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
99,506
shares
|
$7.84 Million
0.31% of portfolio
|
Q4 2024
Added 1089.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
99,146
shares
|
$7.81 Million
0.11% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
98,659
shares
|
$7.77 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
98,565
shares
|
$7.76 Million
1.12% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
98,043
shares
|
$7.72 Million
1.58% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
96,354
shares
|
$7.59 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
96,200
shares
|
$7.58 Million
0.45% of portfolio
|
Q4 2024
Added 24.1%
|