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 |
|---|---|---|---|---|---|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,270
shares
|
$406,685
0.19% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
5,260
shares
|
$405,914
0.05% of portfolio
|
Q4 2024
Reduced 97.38%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
5,246
shares
|
$404,833
0.11% of portfolio
|
Q4 2024
Reduced 86.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
5,239
shares
|
$404,293
0.08% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
5,231
shares
|
$403,676
0.02% of portfolio
|
Q4 2024
Reduced 88.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
5,203
shares
|
$401,515
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
5,203
shares
|
$401,515
0.0% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,168
shares
|
$398,814
0.04% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,159
shares
|
$398,120
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,155
shares
|
$397,811
0.02% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
5,118
shares
|
$394,956
0.13% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
5,101
shares
|
$393,644
0.06% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,095
shares
|
$393,181
0.06% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$392,640
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
5,080
shares
|
$392,023
0.0% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,072
shares
|
$391,406
0.29% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
5,064
shares
|
$390,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,062
shares
|
$390,634
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,061
shares
|
$390,557
0.06% of portfolio
|
Q4 2024
Reduced 96.79%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
5,022
shares
|
$387,547
0.24% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
5,016
shares
|
$387,084
0.01% of portfolio
|
Q1 2023
Reduced 21.82%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
4,995
shares
|
$385,464
0.05% of portfolio
|
Q3 2024
Reduced 37.64%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
4,993
shares
|
$385,309
0.18% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$381,065
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,934
shares
|
$380,756
0.09% of portfolio
|
Q4 2024
New holding
|