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 1,488 institutions that hold shares in the stock, with a total of 158 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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,389
shares
|
$263,935
0.05% of portfolio
|
Q4 2024
Reduced 96.53%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,375
shares
|
$262,845
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
3,372
shares
|
$262,611
0.03% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
3,364
shares
|
$261,988
0.07% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
3,351
shares
|
$260,975
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
3,348
shares
|
$260,742
0.11% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,347
shares
|
$260,664
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,314
shares
|
$258,094
0.01% of portfolio
|
Q4 2024
Reduced 95.18%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
3,308
shares
|
$257,627
0.31% of portfolio
|
Q4 2024
Reduced 74.61%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,292
shares
|
$256,380
0.13% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,288
shares
|
$256,069
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
3,275
shares
|
$255,056
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
3,274
shares
|
$254,979
0.12% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,271
shares
|
$254,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,263
shares
|
$254,122
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,261
shares
|
$253,966
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
3,257
shares
|
$253,655
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,250
shares
|
$253,109
0.03% of portfolio
|
Q4 2022
Reduced 13.4%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,237
shares
|
$252,097
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,226
shares
|
$251,240
0.11% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,223
shares
|
$251,007
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
3,220
shares
|
$250,773
0.14% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,208
shares
|
$249,839
0.03% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
3,205
shares
|
$249,605
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,198
shares
|
$249,060
0.01% of portfolio
|
Q3 2022
Added 1.04%
|