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 1,552 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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
284,790
shares
|
$22.2 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
279,891
shares
|
$21.8 Million
7.14% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
278,043
shares
|
$21.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
275,493
shares
|
$21.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 82.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
271,749
shares
|
$21.2 Million
0.09% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
268,333
shares
|
$20.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
255,985
shares
|
$20 Million
0.18% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
249,613
shares
|
$19.5 Million
0.36% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
249,500
shares
|
$19.5 Million
3.61% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
244,349
shares
|
$19.1 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
242,100
shares
|
$18.9 Million
0.08% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
234,118
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 76.76%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
231,237
shares
|
$18 Million
0.07% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
223,193
shares
|
$17.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Passaic Partners LLC
|
Feb 10, 2025 Q4 2024 |
219,045
shares
|
$17.1 Million
2.4% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
219,005
shares
|
$17.1 Million
0.05% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
215,219
shares
|
$16.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 48.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
213,436
shares
|
$16.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.97%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
208,306
shares
|
$16.2 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
206,267
shares
|
$16.1 Million
0.03% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
206,122
shares
|
$16.1 Million
1.1% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
206,100
shares
|
$16.1 Million
1.27% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
204,758
shares
|
$16 Million
0.09% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
204,688
shares
|
$16 Million
0.05% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
194,819
shares
|
$15.2 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.62%
|