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 1,480 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
2,907
shares
|
$231,077
0.01% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2,900
shares
|
$230,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,900
shares
|
$230,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
2,898
shares
|
$230,362
0.1% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
2,892
shares
|
$229,885
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,886
shares
|
$229,408
0.09% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,871
shares
|
$228,215
0.01% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,866
shares
|
$227,818
0.0% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
2,862
shares
|
$227,500
0.04% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,831
shares
|
$225,036
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,817
shares
|
$223,923
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,810
shares
|
$223,366
0.02% of portfolio
|
Q4 2022
Added 28.6%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
2,746
shares
|
$218,279
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
2,730
shares
|
$217,007
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$216,133
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
2,705
shares
|
$215,020
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
2,700
shares
|
$214,623
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,689
shares
|
$213,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,679
shares
|
$212,953
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
2,678
shares
|
$212,874
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,671
shares
|
$212,317
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,660
shares
|
$211,443
0.08% of portfolio
|
Q3 2024
Added 73.29%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,657
shares
|
$211,204
0.06% of portfolio
|
Q3 2024
Reduced 39.94%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,650
shares
|
$210,648
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,642
shares
|
$210,012
0.02% of portfolio
|
Q3 2024
Reduced 1.49%
|