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 |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
3,436
shares
|
$270,997
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
3,430
shares
|
$270,524
0.18% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
3,418
shares
|
$269,577
0.04% of portfolio
|
Q4 2024
Reduced 68.89%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
3,409
shares
|
$268,867
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
3,401
shares
|
$268,236
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,389
shares
|
$267,290
0.05% of portfolio
|
Q4 2024
Reduced 96.53%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,375
shares
|
$266,186
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
3,372
shares
|
$265,949
0.03% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
3,364
shares
|
$265,318
0.07% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
3,351
shares
|
$264,293
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
3,348
shares
|
$264,056
0.1% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
3,347
shares
|
$263,977
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
3,320
shares
|
$261,848
0.15% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,314
shares
|
$261,375
0.01% of portfolio
|
Q4 2024
Reduced 95.18%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
3,308
shares
|
$260,901
0.31% of portfolio
|
Q4 2024
Reduced 74.61%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,292
shares
|
$259,640
0.13% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
3,290
shares
|
$259,482
0.18% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,288
shares
|
$259,324
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,283
shares
|
$258,930
0.02% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
3,281
shares
|
$258,772
0.04% of portfolio
|
Q4 2024
Reduced 84.52%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
3,275
shares
|
$258,299
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,275
shares
|
$258,299
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
3,274
shares
|
$258,220
0.12% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,271
shares
|
$257,983
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
3,267
shares
|
$257,668
0.09% of portfolio
|
Q4 2024
Added 12.97%
|