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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
30,799
shares
|
$2.51 Million
1.15% of portfolio
|
Q3 2024
Added 70.63%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
30,799
shares
|
$2.51 Million
1.15% of portfolio
|
Q3 2024
Added 829.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
30,752
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2024
Added 70.48%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,661
shares
|
$2.5 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
30,453
shares
|
$2.48 Million
0.61% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
30,408
shares
|
$2.48 Million
0.29% of portfolio
|
Q3 2024
Added 2654.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
30,211
shares
|
$2.46 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
30,062
shares
|
$2.45 Million
0.12% of portfolio
|
Q3 2024
Added 109.03%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
30,010
shares
|
$2.44 Million
0.21% of portfolio
|
Q3 2024
Added 117.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
29,782
shares
|
$2.43 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,668
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
29,625
shares
|
$2.41 Million
0.2% of portfolio
|
Q3 2024
Added 239.23%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
29,544
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2024
Added 117.38%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
29,541
shares
|
$2.41 Million
0.64% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
29,517
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
29,477
shares
|
$2.4 Million
3.33% of portfolio
|
Q3 2023
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
29,434
shares
|
$2.4 Million
0.99% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
28,776
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2023
Added 156.77%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
28,771
shares
|
$2.34 Million
1.53% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
28,738
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
28,459
shares
|
$2.32 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
28,456
shares
|
$2.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
28,378
shares
|
$2.31 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
28,162
shares
|
$2.29 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
28,081
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2024
Added 11.37%
|