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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
67,923
shares
|
$5.35 Million
2.07% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
67,894
shares
|
$5.35 Million
0.03% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
66,986
shares
|
$5.28 Million
5.16% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
66,798
shares
|
$5.26 Million
2.59% of portfolio
|
Q4 2024
Added 48.43%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
66,567
shares
|
$5.24 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
66,240
shares
|
$5.22 Million
0.41% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
65,339
shares
|
$5.15 Million
0.17% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Granby Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
65,000
shares
|
$5.12 Million
2.55% of portfolio
|
Q2 2024
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,953
shares
|
$5.12 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
64,760
shares
|
$5.1 Million
0.16% of portfolio
|
Q4 2024
Added 253.18%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
64,754
shares
|
$5.1 Million
9.25% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
64,265
shares
|
$5.06 Million
1.37% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
63,816
shares
|
$5.03 Million
0.55% of portfolio
|
Q4 2024
Added 124.24%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
63,392
shares
|
$4.99 Million
0.16% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
63,098
shares
|
$4.97 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,829
shares
|
$4.95 Million
0.15% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
62,812
shares
|
$4.95 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
62,760
shares
|
$4.94 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
62,324
shares
|
$4.91 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
61,641
shares
|
$4.85 Million
0.14% of portfolio
|
Q4 2024
Reduced 22.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
61,408
shares
|
$4.84 Million
0.22% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
61,362
shares
|
$4.83 Million
1.17% of portfolio
|
Q4 2024
Added 92.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
61,042
shares
|
$4.81 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
60,927
shares
|
$4.8 Million
1.98% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
60,799
shares
|
$4.79 Million
2.79% of portfolio
|
Q2 2022
Added 3.61%
|