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 1,482 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
76,491
shares
|
$6.23 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
76,344
shares
|
$6.22 Million
0.4% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
76,056
shares
|
$6.19 Million
1.08% of portfolio
|
Q3 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,453
shares
|
$6.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
74,949
shares
|
$6.1 Million
0.05% of portfolio
|
Q3 2024
Added 98.44%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
73,956
shares
|
$6.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
73,863
shares
|
$6.02 Million
0.1% of portfolio
|
Q3 2024
Added 207.92%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
73,109
shares
|
$5.95 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
72,888
shares
|
$5.94 Million
0.42% of portfolio
|
Q3 2024
Added 41.91%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
72,847
shares
|
$5.93 Million
0.59% of portfolio
|
Q3 2023
Added 21.94%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
72,277
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
71,360
shares
|
$5.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
69,642
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.71%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
69,496
shares
|
$5.66 Million
4.05% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
68,856
shares
|
$5.61 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
68,816
shares
|
$5.61 Million
2.17% of portfolio
|
Q3 2024
Added 42.94%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
68,767
shares
|
$5.6 Million
0.29% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
68,472
shares
|
$5.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,155
shares
|
$5.55 Million
0.47% of portfolio
|
Q4 2022
Added 9.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
67,923
shares
|
$5.53 Million
2.07% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
67,243
shares
|
$5.48 Million
1.32% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
66,562
shares
|
$5.42 Million
0.14% of portfolio
|
Q3 2024
Added 48.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
66,530
shares
|
$5.42 Million
0.35% of portfolio
|
Q3 2024
Added 261.6%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
65,963
shares
|
$5.37 Million
1.61% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
65,630
shares
|
$5.35 Million
0.29% of portfolio
|
Q3 2024
Reduced 78.06%
|