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 1,538 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 $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
38,049
shares
|
$3.02 Million
0.11% of portfolio
|
Q1 2023
Reduced 9.9%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
38,036
shares
|
$3.02 Million
1.1% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
38,036
shares
|
$3.02 Million
0.26% of portfolio
|
Q4 2024
Added 897.53%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,956
shares
|
$3.01 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
37,946
shares
|
$3.01 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
37,738
shares
|
$3 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
37,737
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
37,673
shares
|
$2.99 Million
1.08% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
37,605
shares
|
$2.99 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
37,548
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
37,439
shares
|
$2.97 Million
0.68% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
37,203
shares
|
$2.96 Million
1.63% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
37,012
shares
|
$2.94 Million
0.13% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
36,884
shares
|
$2.93 Million
0.13% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
36,811
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,693
shares
|
$2.91 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
36,668
shares
|
$2.91 Million
0.13% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
36,515
shares
|
$2.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
36,358
shares
|
$2.89 Million
0.51% of portfolio
|
Q4 2024
Reduced 82.49%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
36,252
shares
|
$2.88 Million
0.53% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
36,102
shares
|
$2.87 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
36,000
shares
|
$2.86 Million
2.23% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
35,996
shares
|
$2.86 Million
0.81% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
35,722
shares
|
$2.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
35,463
shares
|
$2.82 Million
0.67% of portfolio
|
Q4 2024
Added 16.45%
|