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 |
|---|---|---|---|---|---|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,168
shares
|
$409,564
0.04% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,159
shares
|
$408,850
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,155
shares
|
$408,533
0.02% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,148
shares
|
$407,979
0.2% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,110
shares
|
$404,967
0.16% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
5,101
shares
|
$404,254
0.06% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,095
shares
|
$403,778
0.06% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$403,224
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
5,080
shares
|
$402,590
0.0% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,072
shares
|
$401,956
0.29% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,062
shares
|
$401,163
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,061
shares
|
$401,084
0.06% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
5,022
shares
|
$397,993
0.24% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
5,020
shares
|
$397,835
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
5,016
shares
|
$397,518
0.01% of portfolio
|
Q1 2023
Reduced 21.82%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,998
shares
|
$396,091
0.09% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
4,995
shares
|
$395,853
0.05% of portfolio
|
Q3 2024
Reduced 37.64%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$391,336
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,934
shares
|
$391,019
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,930
shares
|
$390,702
0.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,927
shares
|
$390,464
0.01% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
4,925
shares
|
$390,306
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,924
shares
|
$390,227
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,917
shares
|
$389,672
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,907
shares
|
$388,879
0.0% of portfolio
|
Q3 2024
Added 20.65%
|