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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,216
shares
|
$798,278
0.12% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,215
shares
|
$798,200
0.37% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,208
shares
|
$797,653
0.12% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
10,206
shares
|
$797,496
0.01% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
10,186
shares
|
$795,934
0.59% of portfolio
|
Q3 2024
Added 48.38%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
10,158
shares
|
$793,746
0.0% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
10,153
shares
|
$793,355
0.21% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
10,075
shares
|
$787,260
0.04% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,050
shares
|
$785,307
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
10,039
shares
|
$784,447
0.52% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
10,012
shares
|
$782,337
0.46% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,979
shares
|
$779,759
0.16% of portfolio
|
Q4 2022
Added 6.43%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
9,910
shares
|
$774,367
0.13% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
9,906
shares
|
$774,054
0.21% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,812
shares
|
$766,709
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
9,740
shares
|
$761,083
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
9,720
shares
|
$759,520
0.47% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
9,714
shares
|
$759,051
0.04% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
9,683
shares
|
$756,629
0.36% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
9,590
shares
|
$749,362
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
9,560
shares
|
$747,018
0.16% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
9,448
shares
|
$738,266
0.39% of portfolio
|
Q3 2024
Added 56.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
9,437
shares
|
$737,407
0.02% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
9,389
shares
|
$733,656
0.54% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
9,364
shares
|
$731,702
0.02% of portfolio
|
Q4 2024
Reduced 2.11%
|