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 1,484 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 $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
28,081
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
28,042
shares
|
$2.32 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
28,005
shares
|
$2.32 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
27,910
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
27,854
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2024
Added 26.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
27,852
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
27,727
shares
|
$2.3 Million
0.16% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
27,392
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
27,375
shares
|
$2.27 Million
0.27% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
27,356
shares
|
$2.27 Million
1.22% of portfolio
|
Q3 2024
Added 37.69%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
27,070
shares
|
$2.24 Million
0.78% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
27,007
shares
|
$2.24 Million
0.64% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
26,800
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
26,790
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
26,659
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
26,396
shares
|
$2.19 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
26,111
shares
|
$2.16 Million
0.34% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
26,022
shares
|
$2.16 Million
1.41% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
25,947
shares
|
$2.15 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
25,873
shares
|
$2.14 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25,771
shares
|
$2.14 Million
1.07% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,748
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
25,595
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
25,146
shares
|
$2.08 Million
0.97% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
25,038
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.62%
|