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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
4,332
shares
|
$338,502
0.0% of portfolio
|
Q4 2024
Reduced 79.31%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,315
shares
|
$337,174
0.01% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
4,310
shares
|
$336,783
0.15% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
4,300
shares
|
$336,002
0.07% of portfolio
|
Q4 2024
Reduced 35.12%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,293
shares
|
$335,455
0.01% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,271
shares
|
$333,735
0.02% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,204
shares
|
$328,500
0.02% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$328,188
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
4,200
shares
|
$328,188
0.12% of portfolio
|
Q2 2019
Reduced 10.64%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,196
shares
|
$327,875
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,186
shares
|
$327,094
0.03% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
4,178
shares
|
$326,468
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,175
shares
|
$326,234
0.22% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
4,156
shares
|
$324,749
0.21% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,155
shares
|
$324,671
0.14% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,132
shares
|
$322,874
0.03% of portfolio
|
Q4 2024
Added 30.02%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,122
shares
|
$322,093
0.13% of portfolio
|
Q3 2024
Reduced 45.88%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
4,120
shares
|
$321,936
0.14% of portfolio
|
Q4 2024
Reduced 69.71%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,117
shares
|
$321,702
0.08% of portfolio
|
Q4 2024
Added 30.82%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
4,097
shares
|
$320,139
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,094
shares
|
$319,905
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
4,084
shares
|
$319,123
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
4,079
shares
|
$318,733
0.27% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,042
shares
|
$315,841
0.04% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,031
shares
|
$314,982
0.03% of portfolio
|
Q4 2024
Reduced 0.47%
|