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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,243
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
31,944
shares
|
$2.54 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
31,876
shares
|
$2.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
31,855
shares
|
$2.53 Million
0.1% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
31,800
shares
|
$2.53 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
31,779
shares
|
$2.52 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
31,438
shares
|
$2.5 Million
0.98% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
31,393
shares
|
$2.49 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
|
$2.47 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
|
$2.46 Million
0.3% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,829
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
30,820
shares
|
$2.45 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,661
shares
|
$2.44 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
30,632
shares
|
$2.43 Million
1.04% of portfolio
|
Q4 2024
Reduced 84.92%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
30,506
shares
|
$2.42 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
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 263.1%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
30,486
shares
|
$2.42 Million
0.43% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
30,338
shares
|
$2.41 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
30,301
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
30,062
shares
|
$2.39 Million
0.12% of portfolio
|
Q3 2024
Added 109.03%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
29,734
shares
|
$2.36 Million
0.6% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,668
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,548
shares
|
$2.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 93.17%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
29,477
shares
|
$2.34 Million
3.33% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
29,031
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.97%
|