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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
309
shares
|
$24,333
0.01% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
309
shares
|
$24,333
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
305
shares
|
$24,018
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
302
shares
|
$23,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$23,625
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$23,625
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
300
shares
|
$23,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
300
shares
|
$23,625
0.0% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
297
shares
|
$23,388
0.0% of portfolio
|
Q4 2024
Added 74.71%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
296
shares
|
$23,310
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
286
shares
|
$22,522
0.01% of portfolio
|
Q2 2024
Added 232.56%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
283
shares
|
$22,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
281
shares
|
$22,128
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
280
shares
|
$22,050
0.03% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
280
shares
|
$22,050
0.01% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
276
shares
|
$21,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
272
shares
|
$21,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
270
shares
|
$21,262
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
270
shares
|
$21,262
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
256
shares
|
$20,160
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
253
shares
|
$19,923
0.0% of portfolio
|
Q2 2024
Reduced 88.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
250
shares
|
$19,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
240
shares
|
$18,900
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$18,270
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
229
shares
|
$18,033
0.01% of portfolio
|
Q4 2022
Reduced 93.96%
|