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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
28,420
shares
|
$2.19 Million
0.71% of portfolio
|
Q4 2024
Added 390.25%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
28,244
shares
|
$2.18 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
28,216
shares
|
$2.18 Million
0.69% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
28,068
shares
|
$2.17 Million
0.06% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
Feb 11, 2025 Q4 2024 |
28,000
shares
|
$2.16 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
27,956
shares
|
$2.16 Million
0.3% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
27,867
shares
|
$2.15 Million
1.41% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
27,662
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
27,443
shares
|
$2.12 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
27,392
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
27,359
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
27,068
shares
|
$2.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
27,042
shares
|
$2.09 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
26,987
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
26,968
shares
|
$2.08 Million
0.31% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
26,786
shares
|
$2.07 Million
0.97% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
26,531
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2024
Added 67.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
26,478
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
26,220
shares
|
$2.02 Million
0.09% of portfolio
|
Q4 2024
Added 249.6%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
26,043
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
26,030
shares
|
$2.01 Million
0.37% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
25,947
shares
|
$2 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
25,873
shares
|
$2 Million
0.57% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25,771
shares
|
$1.99 Million
1.07% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
25,577
shares
|
$1.97 Million
0.26% of portfolio
|
Q4 2024
Added 2.46%
|