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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
6,767
shares
|
$522,209
0.05% of portfolio
|
Q4 2024
Added 40.28%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,711
shares
|
$517,887
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
6,665
shares
|
$514,338
0.0% of portfolio
|
Q4 2024
Added 35.83%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
6,641
shares
|
$512,485
0.04% of portfolio
|
Q4 2024
Reduced 98.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
6,636
shares
|
$512,100
0.12% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,629
shares
|
$511,559
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
6,610
shares
|
$510,093
0.27% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
6,600
shares
|
$509,322
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
6,566
shares
|
$506,698
0.12% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,531
shares
|
$503,997
0.03% of portfolio
|
Q4 2024
Added 30.54%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$501,605
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
6,479
shares
|
$499,984
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,467
shares
|
$499,058
0.02% of portfolio
|
Q4 2024
Reduced 43.96%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
6,450
shares
|
$497,746
0.27% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,432
shares
|
$496,357
0.07% of portfolio
|
Q4 2024
Added 54.95%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
6,422
shares
|
$495,585
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
6,412
shares
|
$494,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
6,343
shares
|
$489,489
0.16% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
6,319
shares
|
$487,637
0.06% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
6,291
shares
|
$485,476
0.28% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
6,284
shares
|
$484,936
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
6,194
shares
|
$477,990
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,192
shares
|
$477,836
0.24% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
6,189
shares
|
$477,605
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
6,145
shares
|
$474,209
0.01% of portfolio
|
Q4 2024
Added 0.62%
|