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 |
|---|---|---|---|---|---|
|
Valence8 Us LP
Cambridge, MA |
Feb 12, 2025 Q4 2024 |
52,247
shares
|
$4.13 Million
1.9% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
52,230
shares
|
$4.13 Million
1.09% of portfolio
|
Q4 2024
Added 92.94%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
52,172
shares
|
$4.13 Million
1.09% of portfolio
|
Q4 2024
Reduced 63.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
52,172
shares
|
$4.13 Million
0.01% of portfolio
|
Q4 2024
Added 69.23%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
51,972
shares
|
$4.11 Million
0.14% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
51,924
shares
|
$4.11 Million
0.4% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
51,914
shares
|
$4.11 Million
0.28% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
51,857
shares
|
$4.1 Million
2.48% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
51,740
shares
|
$4.09 Million
0.04% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
51,491
shares
|
$4.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
51,056
shares
|
$4.04 Million
4.07% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
50,496
shares
|
$3.99 Million
0.48% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
50,213
shares
|
$3.97 Million
1.15% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
49,913
shares
|
$3.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.41%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
49,895
shares
|
$3.95 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
49,827
shares
|
$3.94 Million
0.76% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
49,679
shares
|
$3.93 Million
2.94% of portfolio
|
Q4 2024
Reduced 28.52%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
49,636
shares
|
$3.93 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
49,266
shares
|
$3.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.87 Million
0.09% of portfolio
|
Q3 2022
Added 130.55%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
48,828
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
48,615
shares
|
$3.85 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
48,523
shares
|
$3.84 Million
2.85% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
48,153
shares
|
$3.81 Million
1.13% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
47,901
shares
|
$3.79 Million
0.2% of portfolio
|
Q4 2024
Reduced 83.11%
|