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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,586
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Added 85.97%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,583
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
18,579
shares
|
$1.48 Million
0.56% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
18,576
shares
|
$1.48 Million
1.09% of portfolio
|
Q4 2024
Reduced 59.23%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
18,492
shares
|
$1.47 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18,492
shares
|
$1.47 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
18,441
shares
|
$1.46 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,427
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
18,384
shares
|
$1.46 Million
0.24% of portfolio
|
Q4 2024
Added 119.27%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,098
shares
|
$1.44 Million
0.14% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
18,084
shares
|
$1.44 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
18,058
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
18,050
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
18,023
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
18,000
shares
|
$1.43 Million
0.21% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
17,684
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
17,635
shares
|
$1.4 Million
0.13% of portfolio
|
Q4 2024
Added 174.73%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
17,469
shares
|
$1.39 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,425
shares
|
$1.38 Million
0.17% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
17,418
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 76.76%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,315
shares
|
$1.38 Million
0.16% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
17,226
shares
|
$1.37 Million
0.79% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
17,199
shares
|
$1.37 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
17,180
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 54.8%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
17,094
shares
|
$1.36 Million
0.42% of portfolio
|
Q4 2024
Reduced 44.68%
|