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 |
|---|---|---|---|---|---|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
2,898
shares
|
$228,217
0.1% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
2,893
shares
|
$227,823
0.08% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,889
shares
|
$227,508
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,886
shares
|
$227,272
0.09% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,871
shares
|
$226,091
0.01% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,864
shares
|
$225,540
0.02% of portfolio
|
Q4 2024
Reduced 95.42%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
2,862
shares
|
$225,382
0.03% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,861
shares
|
$225,303
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,837
shares
|
$223,413
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,831
shares
|
$222,941
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,810
shares
|
$221,287
0.02% of portfolio
|
Q4 2022
Added 28.6%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
2,805
shares
|
$220,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,790
shares
|
$219,712
0.0% of portfolio
|
Q4 2024
Reduced 96.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,769
shares
|
$218,058
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
2,751
shares
|
$216,641
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
2,746
shares
|
$216,247
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,741
shares
|
$215,853
0.0% of portfolio
|
Q4 2024
Reduced 91.5%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
2,730
shares
|
$214,987
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,725
shares
|
$214,593
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,719
shares
|
$214,121
0.02% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
2,705
shares
|
$213,018
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
2,700
shares
|
$212,625
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,689
shares
|
$211,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
2,680
shares
|
$211,050
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
2,671
shares
|
$210,341
0.12% of portfolio
|
Q3 2024
New holding
|