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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,113
shares
|
$87,648
0.0% of portfolio
|
Q4 2024
Added 470.77%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,100
shares
|
$86,625
0.03% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,091
shares
|
$85,916
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,073
shares
|
$84,498
0.01% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,036
shares
|
$81,585
0.02% of portfolio
|
Q4 2024
Reduced 55.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,031
shares
|
$81,191
0.0% of portfolio
|
Q4 2024
Added 104.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,005
shares
|
$79,143
0.0% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$78,750
0.0% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
965
shares
|
$75,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
965
shares
|
$75,993
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
944
shares
|
$74,340
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$74,103
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
935
shares
|
$73,631
0.03% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
935
shares
|
$73,631
0.03% of portfolio
|
Q4 2023
Added 68.47%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
935
shares
|
$73,631
0.02% of portfolio
|
Q4 2024
Added 65.49%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
928
shares
|
$73,080
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
884
shares
|
$69,615
0.01% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
872
shares
|
$68,670
0.03% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
835
shares
|
$65,756
0.0% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
835
shares
|
$65,756
0.01% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
831
shares
|
$65,441
0.04% of portfolio
|
Q4 2024
Reduced 98.59%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
821
shares
|
$64,653
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
810
shares
|
$63,787
0.02% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
800
shares
|
$63,000
0.05% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$63,000
0.0% of portfolio
|
Q4 2024
Added 39.13%
|