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 1,539 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
60,799
shares
|
$4.81 Million
2.79% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60,341
shares
|
$4.77 Million
1.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
59,757
shares
|
$4.73 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
58,912
shares
|
$4.66 Million
0.6% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
58,586
shares
|
$4.63 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
58,377
shares
|
$4.62 Million
0.33% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
58,046
shares
|
$4.59 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
57,825
shares
|
$4.57 Million
0.01% of portfolio
|
Q4 2024
Added 130.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
57,518
shares
|
$4.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
57,148
shares
|
$4.52 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
57,100
shares
|
$4.52 Million
2.36% of portfolio
|
Q4 2024
Added 93.71%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
55,901
shares
|
$4.42 Million
0.33% of portfolio
|
Q4 2024
Added 20.49%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
54,944
shares
|
$4.35 Million
1.9% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
54,604
shares
|
$4.32 Million
1.5% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
54,500
shares
|
$4.31 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
54,473
shares
|
$4.31 Million
1.34% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
54,469
shares
|
$4.31 Million
0.6% of portfolio
|
Q4 2024
Added 687.92%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
54,347
shares
|
$4.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
54,343
shares
|
$4.3 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
54,064
shares
|
$4.28 Million
0.27% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
53,491
shares
|
$4.23 Million
1.96% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
53,159
shares
|
$4.2 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
52,902
shares
|
$4.18 Million
1.71% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52,824
shares
|
$4.18 Million
0.12% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
52,754
shares
|
$4.17 Million
0.23% of portfolio
|
Q4 2024
Added 165.86%
|