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 1,501 institutions that hold shares in the stock, with a total of 157 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 |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
4,784
shares
|
$373,821
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,760
shares
|
$371,946
0.1% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
4,746
shares
|
$370,852
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
4,742
shares
|
$370,539
0.07% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
4,722
shares
|
$368,977
0.07% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,712
shares
|
$368,195
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,695
shares
|
$366,867
0.01% of portfolio
|
Q3 2024
Added 75.45%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,626
shares
|
$361,475
0.04% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,623
shares
|
$361,241
0.22% of portfolio
|
Q3 2024
Reduced 57.98%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,610
shares
|
$360,225
0.09% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,607
shares
|
$359,990
0.01% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
4,603
shares
|
$359,678
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,596
shares
|
$359,131
0.29% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
4,574
shares
|
$357,412
0.22% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,567
shares
|
$356,865
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
4,508
shares
|
$352,255
0.09% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$351,630
0.38% of portfolio
|
Q4 2023
Reduced 19.18%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
4,444
shares
|
$347,254
0.14% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,430
shares
|
$346,160
0.01% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
4,408
shares
|
$344,441
0.06% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,394
shares
|
$343,347
0.11% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
4,391
shares
|
$343,112
0.08% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
4,385
shares
|
$342,643
0.29% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
4,365
shares
|
$341,081
0.05% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,334
shares
|
$338,658
0.03% of portfolio
|
Q4 2024
Reduced 6.11%
|