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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$467,804
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$467,804
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$465,643
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,010
shares
|
$463,791
0.96% of portfolio
|
Q3 2022
Reduced 11.93%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,980
shares
|
$461,476
0.02% of portfolio
|
Q4 2024
Added 58.96%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
5,971
shares
|
$460,782
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
5,966
shares
|
$460,396
0.12% of portfolio
|
Q4 2024
Reduced 44.05%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
5,949
shares
|
$459,084
0.04% of portfolio
|
Q4 2024
Reduced 85.3%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,945
shares
|
$458,775
0.17% of portfolio
|
Q4 2024
Reduced 31.73%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,932
shares
|
$457,772
0.17% of portfolio
|
Q4 2024
Reduced 36.88%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,892
shares
|
$454,685
0.03% of portfolio
|
Q4 2024
Reduced 77.12%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,892
shares
|
$454,685
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
5,876
shares
|
$453,450
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
5,870
shares
|
$452,987
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,833
shares
|
$450,132
0.15% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
5,805
shares
|
$447,971
0.19% of portfolio
|
Q4 2024
Reduced 56.47%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,800
shares
|
$447,586
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
5,796
shares
|
$447,277
0.25% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,775
shares
|
$445,656
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,765
shares
|
$444,885
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,740
shares
|
$442,955
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,736
shares
|
$442,647
0.0% of portfolio
|
Q4 2024
Reduced 97.13%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
5,730
shares
|
$442,184
0.01% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,717
shares
|
$441,180
0.08% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
5,661
shares
|
$436,859
0.14% of portfolio
|
Q4 2024
Reduced 0.26%
|