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 1,551 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 $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
31,736
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
31,438
shares
|
$2.43 Million
0.98% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
31,393
shares
|
$2.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 43.37%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
31,064
shares
|
$2.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
30,973
shares
|
$2.39 Million
0.3% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
30,632
shares
|
$2.36 Million
1.04% of portfolio
|
Q4 2024
Reduced 84.92%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
30,506
shares
|
$2.35 Million
0.11% of portfolio
|
Q4 2024
Added 178.44%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
30,500
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 263.1%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
30,486
shares
|
$2.35 Million
0.43% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
30,338
shares
|
$2.34 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
30,301
shares
|
$2.34 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
30,294
shares
|
$2.34 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
29,734
shares
|
$2.29 Million
0.6% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,548
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 93.17%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
29,031
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.97%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
29,005
shares
|
$2.24 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
28,951
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 78.86%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
28,856
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
28,776
shares
|
$2.22 Million
0.06% of portfolio
|
Q4 2023
Added 156.77%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
28,747
shares
|
$2.22 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
28,743
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
28,738
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
28,568
shares
|
$2.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
28,563
shares
|
$2.2 Million
0.35% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
28,538
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 46.82%
|