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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
37,825
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
37,786
shares
|
$3.08 Million
1.31% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
37,765
shares
|
$3.08 Million
0.13% of portfolio
|
Q3 2024
Reduced 48.24%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
37,512
shares
|
$3.06 Million
2.34% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
37,511
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Added 47.92%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
37,439
shares
|
$3.05 Million
0.68% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,435
shares
|
$3.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 21.88%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
37,223
shares
|
$3.03 Million
1.16% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
37,190
shares
|
$3.03 Million
0.4% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
37,143
shares
|
$3.03 Million
1.75% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
36,946
shares
|
$3.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,693
shares
|
$2.99 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
36,483
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
36,469
shares
|
$2.97 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
36,350
shares
|
$2.96 Million
0.45% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
36,239
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.33%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
35,702
shares
|
$2.91 Million
1.03% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
35,689
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
35,375
shares
|
$2.88 Million
1.36% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
35,255
shares
|
$2.87 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
35,078
shares
|
$2.86 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$2.85 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
34,643
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
34,617
shares
|
$2.82 Million
0.13% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
34,605
shares
|
$2.82 Million
0.31% of portfolio
|
Q3 2024
Added 392.25%
|