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 1,510 institutions that hold shares in the stock, with a total of 157 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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
12,094
shares
|
$945,025
0.05% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,084
shares
|
$944,243
0.06% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
12,083
shares
|
$944,165
1.66% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
12,020
shares
|
$939,242
0.05% of portfolio
|
Q4 2024
Reduced 48.11%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
12,002
shares
|
$937,836
1.13% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
11,970
shares
|
$935,335
0.17% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,918
shares
|
$931,272
0.04% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
11,873
shares
|
$927,756
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
11,838
shares
|
$925,021
0.83% of portfolio
|
Q3 2024
Added 68.99%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
11,822
shares
|
$923,771
0.08% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
11,805
shares
|
$922,442
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
11,794
shares
|
$921,583
0.46% of portfolio
|
Q4 2024
Added 44.18%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,635
shares
|
$909,158
0.26% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
11,634
shares
|
$909,080
0.11% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,588
shares
|
$905,486
0.0% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
11,581
shares
|
$904,939
0.4% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
11,550
shares
|
$902,517
0.14% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,539
shares
|
$901,657
0.04% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
11,483
shares
|
$897,281
0.54% of portfolio
|
Q3 2024
Added 75.37%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
11,462
shares
|
$895,640
0.34% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
11,405
shares
|
$891,186
0.23% of portfolio
|
Q4 2024
Reduced 38.37%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
11,360
shares
|
$887,670
0.55% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
11,345
shares
|
$886,498
0.3% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,328
shares
|
$885,169
0.12% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,255
shares
|
$879,465
0.04% of portfolio
|
Q4 2024
New holding
|