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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
34,444
shares
|
$2.81 Million
0.07% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
34,333
shares
|
$2.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
34,208
shares
|
$2.79 Million
0.32% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
34,204
shares
|
$2.79 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
34,059
shares
|
$2.77 Million
0.34% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
34,000
shares
|
$2.77 Million
0.24% of portfolio
|
Q4 2018
Closed
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
33,945
shares
|
$2.76 Million
0.18% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
33,771
shares
|
$2.75 Million
0.2% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
33,739
shares
|
$2.75 Million
0.95% of portfolio
|
Q1 2024
Added 421.87%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
33,551
shares
|
$2.73 Million
0.97% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33,275
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
33,174
shares
|
$2.7 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
32,990
shares
|
$2.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
32,602
shares
|
$2.66 Million
0.19% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
32,502
shares
|
$2.65 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
32,379
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
32,325
shares
|
$2.63 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,243
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
31,944
shares
|
$2.6 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
31,804
shares
|
$2.59 Million
0.67% of portfolio
|
Q2 2024
New holding
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
31,094
shares
|
$2.53 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
31,049
shares
|
$2.53 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
30,900
shares
|
$2.52 Million
0.82% of portfolio
|
Q3 2024
Added 316.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,829
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
30,820
shares
|
$2.51 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.49%
|