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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
88,355
shares
|
$6.92 Million
1.5% of portfolio
|
Q3 2024
Added 213.55%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
88,286
shares
|
$6.91 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
87,801
shares
|
$6.88 Million
0.57% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
87,432
shares
|
$6.85 Million
0.26% of portfolio
|
Q3 2024
Added 384.52%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
85,784
shares
|
$6.72 Million
3.71% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
85,753
shares
|
$6.72 Million
2.62% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
85,327
shares
|
$6.68 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
84,706
shares
|
$6.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
83,037
shares
|
$6.5 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
81,967
shares
|
$6.42 Million
0.03% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
81,833
shares
|
$6.41 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
79,827
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
79,745
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
79,668
shares
|
$6.24 Million
0.27% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
78,980
shares
|
$6.19 Million
0.77% of portfolio
|
Q2 2022
Added 0.53%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
78,896
shares
|
$6.18 Million
1.78% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Vista Finance, LLC
|
Oct 25, 2024 Q3 2024 |
78,174
shares
|
$6.12 Million
10.81% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
77,248
shares
|
$6.05 Million
0.39% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
77,139
shares
|
$6.04 Million
0.31% of portfolio
|
Q3 2024
Reduced 36.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
77,001
shares
|
$6.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 94.71%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
76,056
shares
|
$5.96 Million
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,453
shares
|
$5.91 Million
0.18% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
74,949
shares
|
$5.87 Million
0.05% of portfolio
|
Q3 2024
Added 98.44%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
73,956
shares
|
$5.79 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
73,032
shares
|
$5.72 Million
4.41% of portfolio
|
Q4 2024
New holding
|