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 $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,078
shares
|
$242,392
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,069
shares
|
$241,683
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,069
shares
|
$241,683
0.05% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,062
shares
|
$241,132
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,060
shares
|
$240,975
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
3,060
shares
|
$240,975
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,054
shares
|
$240,502
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,048
shares
|
$240,030
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
3,043
shares
|
$239,636
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,040
shares
|
$239,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
3,007
shares
|
$236,801
0.02% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
3,000
shares
|
$236,250
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$236,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
2,988
shares
|
$235,305
0.13% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
2,985
shares
|
$235,068
0.1% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
2,971
shares
|
$233,966
0.08% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,962
shares
|
$233,257
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
2,957
shares
|
$232,863
0.04% of portfolio
|
Q4 2024
Reduced 27.91%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
2,950
shares
|
$232,312
0.01% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,946
shares
|
$231,997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
2,938
shares
|
$231,367
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,933
shares
|
$230,973
0.06% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,922
shares
|
$230,107
0.03% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,900
shares
|
$228,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,900
shares
|
$228,375
0.1% of portfolio
|
Q4 2024
Reduced 90.58%
|