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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
51,565
shares
|
$4.2 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
51,302
shares
|
$4.18 Million
0.31% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
51,073
shares
|
$4.16 Million
0.1% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
50,818
shares
|
$4.14 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
50,685
shares
|
$4.13 Million
3.0% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
50,650
shares
|
$4.13 Million
0.22% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
50,609
shares
|
$4.12 Million
2.13% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
50,213
shares
|
$4.09 Million
1.15% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
50,149
shares
|
$4.08 Million
0.54% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$4.07 Million
0.22% of portfolio
|
Q3 2024
Added 54.71%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
49,792
shares
|
$4.06 Million
3.7% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
49,638
shares
|
$4.04 Million
0.04% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
49,292
shares
|
$4.01 Million
1.13% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
49,163
shares
|
$4 Million
1.24% of portfolio
|
Q3 2024
Added 82.19%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.98 Million
0.09% of portfolio
|
Q3 2022
Added 130.55%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
48,743
shares
|
$3.97 Million
1.33% of portfolio
|
Q3 2024
Added 93.2%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
48,615
shares
|
$3.96 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
48,000
shares
|
$3.91 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
47,701
shares
|
$3.89 Million
2.34% of portfolio
|
Q3 2023
Reduced 10.45%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
47,466
shares
|
$3.87 Million
0.53% of portfolio
|
Q3 2024
Added 54.91%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
47,390
shares
|
$3.86 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
47,326
shares
|
$3.85 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
47,201
shares
|
$3.84 Million
0.07% of portfolio
|
Q1 2024
Reduced 18.44%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
47,170
shares
|
$3.84 Million
1.9% of portfolio
|
Q3 2024
Added 64.75%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
46,395
shares
|
$3.78 Million
0.37% of portfolio
|
Q3 2024
Reduced 85.35%
|