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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,550
shares
|
$122,062
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,515
shares
|
$119,306
0.04% of portfolio
|
Q4 2022
Reduced 8.01%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,488
shares
|
$117,180
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,456
shares
|
$114,660
0.03% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
1,433
shares
|
$112,848
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
1,433
shares
|
$112,848
0.0% of portfolio
|
Q4 2024
Reduced 53.25%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,413
shares
|
$111,273
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,372
shares
|
$108,045
0.01% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,369
shares
|
$107,808
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,359
shares
|
$107,021
0.01% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$102,375
0.0% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,278
shares
|
$100,642
0.03% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,257
shares
|
$98,988
0.09% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
1,250
shares
|
$98,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,239
shares
|
$97,571
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$94,500
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$94,500
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$94,500
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,195
shares
|
$94,106
0.01% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,192
shares
|
$93,870
0.01% of portfolio
|
Q4 2024
Reduced 16.82%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,187
shares
|
$93,476
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,183
shares
|
$93,161
0.0% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,183
shares
|
$93,161
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,153
shares
|
$90,798
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,121
shares
|
$88,278
0.01% of portfolio
|
Q4 2024
Reduced 51.39%
|