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 1,524 institutions that hold shares in the stock, with a total of 154 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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
6,636
shares
|
$525,903
0.12% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,629
shares
|
$525,348
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
6,610
shares
|
$523,842
0.27% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
6,600
shares
|
$523,050
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
6,566
shares
|
$520,355
0.12% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,531
shares
|
$517,581
0.03% of portfolio
|
Q4 2024
Added 30.54%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$515,125
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
6,479
shares
|
$513,460
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,467
shares
|
$512,509
0.02% of portfolio
|
Q4 2024
Reduced 43.96%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
6,450
shares
|
$511,162
0.27% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,432
shares
|
$509,736
0.07% of portfolio
|
Q4 2024
Added 54.95%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
6,422
shares
|
$508,943
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
6,412
shares
|
$508,151
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
6,343
shares
|
$502,682
0.16% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
6,340
shares
|
$502,445
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
6,319
shares
|
$500,780
0.06% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
6,291
shares
|
$498,561
0.28% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
6,284
shares
|
$498,007
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
6,194
shares
|
$490,874
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
|
$490,716
0.24% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
6,145
shares
|
$486,991
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$480,413
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$480,413
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$478,194
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,010
shares
|
$476,292
0.96% of portfolio
|
Q3 2022
Reduced 11.93%
|