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 1,486 institutions that hold shares in the stock, with a total of 168 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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,278
shares
|
$96,591
0.03% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,257
shares
|
$95,004
0.09% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,255
shares
|
$94,852
0.02% of portfolio
|
Q2 2024
Reduced 21.56%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,250
shares
|
$94,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,247
shares
|
$94,248
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,239
shares
|
$93,643
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,200
shares
|
$90,696
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$90,696
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,153
shares
|
$87,143
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,100
shares
|
$83,138
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,100
shares
|
$83,138
0.03% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
1,048
shares
|
$79,207
0.01% of portfolio
|
Q1 2024
Reduced 94.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,005
shares
|
$75,957
0.0% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
981
shares
|
$74,143
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
963
shares
|
$72,783
0.02% of portfolio
|
Q2 2024
Added 91.83%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
957
shares
|
$72,330
0.03% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
944
shares
|
$71,347
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$71,120
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
935
shares
|
$70,667
0.03% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
935
shares
|
$70,667
0.03% of portfolio
|
Q4 2023
Added 68.47%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
935
shares
|
$70,667
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
894
shares
|
$67,568
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
884
shares
|
$66,812
0.01% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
869
shares
|
$65,679
0.0% of portfolio
|
Q3 2024
Added 46.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
843
shares
|
$63,713
0.0% of portfolio
|
Q3 2024
Added 23.25%
|