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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
47,744
shares
|
$3.78 Million
1.56% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
47,701
shares
|
$3.77 Million
2.34% of portfolio
|
Q3 2023
Reduced 10.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
47,582
shares
|
$3.76 Million
0.06% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
47,466
shares
|
$3.75 Million
0.53% of portfolio
|
Q3 2024
Added 54.91%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
47,201
shares
|
$3.73 Million
0.07% of portfolio
|
Q1 2024
Reduced 18.44%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
47,170
shares
|
$3.73 Million
1.99% of portfolio
|
Q3 2024
Added 64.75%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Jan 22, 2025 Q4 2024 |
47,000
shares
|
$3.72 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
46,441
shares
|
$3.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 37.13%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
46,295
shares
|
$3.66 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
46,198
shares
|
$3.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
45,944
shares
|
$3.63 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
45,765
shares
|
$3.62 Million
1.08% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
45,652
shares
|
$3.61 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
45,210
shares
|
$3.58 Million
2.58% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
44,978
shares
|
$3.56 Million
0.04% of portfolio
|
Q4 2024
Added 567.33%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
44,853
shares
|
$3.55 Million
1.11% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
44,800
shares
|
$3.54 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
44,601
shares
|
$3.53 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
44,498
shares
|
$3.52 Million
0.12% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
44,100
shares
|
$3.49 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
43,857
shares
|
$3.47 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
43,760
shares
|
$3.46 Million
0.09% of portfolio
|
Q3 2024
Added 286.3%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
43,727
shares
|
$3.46 Million
1.56% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
43,342
shares
|
$3.43 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
43,287
shares
|
$3.42 Million
0.08% of portfolio
|
Q4 2024
Added 25.67%
|