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 1,553 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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
149
shares
|
$11,619
0.0% of portfolio
|
Q3 2024
Added 37.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
142
shares
|
$11,073
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
141
shares
|
$10,995
0.01% of portfolio
|
Q2 2022
Added 22.61%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
140
shares
|
$10,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
135
shares
|
$10,527
0.01% of portfolio
|
Q1 2024
Reduced 78.52%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
132
shares
|
$10,293
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
131
shares
|
$10,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
126
shares
|
$9,825
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
125
shares
|
$9,747
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
122
shares
|
$9,513
0.0% of portfolio
|
Q4 2024
Reduced 49.59%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
115
shares
|
$8,967
0.0% of portfolio
|
Q1 2024
Reduced 90.5%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
111
shares
|
$8,655
0.0% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
106
shares
|
$8,265
0.0% of portfolio
|
Q4 2024
Added 53.62%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
101
shares
|
$7,875
0.0% of portfolio
|
Q2 2022
Reduced 96.55%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$7,798
0.0% of portfolio
|
Q1 2022
Reduced 74.68%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
92
shares
|
$7,174
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
85
shares
|
$6,628
0.01% of portfolio
|
Q3 2022
Reduced 99.23%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
85
shares
|
$6,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$6,550
0.0% of portfolio
|
Q3 2023
Reduced 65.29%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
78
shares
|
$6,082
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
71
shares
|
$5,536
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
66
shares
|
$5,146
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
65
shares
|
$5,068
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
63
shares
|
$4,912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
61
shares
|
$4,756
0.0% of portfolio
|
Q4 2024
New holding
|