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 |
|---|---|---|---|---|---|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
103,838
shares
|
$8.13 Million
2.35% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
103,426
shares
|
$8.1 Million
0.52% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
103,156
shares
|
$8.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
103,110
shares
|
$8.08 Million
0.63% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
102,502
shares
|
$8.03 Million
0.08% of portfolio
|
Q3 2024
Added 401.87%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
102,187
shares
|
$8 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
100,412
shares
|
$7.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
99,506
shares
|
$7.79 Million
0.31% of portfolio
|
Q4 2024
Added 1089.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
98,659
shares
|
$7.73 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
96,354
shares
|
$7.55 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
96,200
shares
|
$7.53 Million
0.45% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Sourcerock Group LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
94,255
shares
|
$7.38 Million
0.7% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
94,255
shares
|
$7.38 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
93,836
shares
|
$7.35 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
93,410
shares
|
$7.32 Million
6.5% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
92,874
shares
|
$7.27 Million
0.11% of portfolio
|
Q3 2024
Added 910.16%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
92,671
shares
|
$7.26 Million
1.2% of portfolio
|
Q3 2024
Added 23.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
92,584
shares
|
$7.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
92,314
shares
|
$7.23 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
91,933
shares
|
$7.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,648
shares
|
$7.18 Million
0.25% of portfolio
|
Q2 2020
Added 5.45%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
90,606
shares
|
$7.1 Million
3.13% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
90,110
shares
|
$7.06 Million
0.84% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
90,071
shares
|
$7.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
88,964
shares
|
$6.97 Million
0.36% of portfolio
|
Q3 2024
Added 3.35%
|