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 |
|---|---|---|---|---|---|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
25,000
shares
|
$2.04 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
24,963
shares
|
$2.03 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
24,763
shares
|
$2.02 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
24,576
shares
|
$2 Million
0.31% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
24,467
shares
|
$1.99 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
24,373
shares
|
$1.99 Million
0.46% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
24,168
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
24,145
shares
|
$1.97 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,028
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
24,000
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
23,883
shares
|
$1.95 Million
0.2% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
23,835
shares
|
$1.94 Million
0.15% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
23,779
shares
|
$1.94 Million
1.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
23,736
shares
|
$1.93 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
23,436
shares
|
$1.91 Million
0.19% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
23,375
shares
|
$1.9 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
23,372
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2023
Added 4574.4%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
23,261
shares
|
$1.89 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
23,164
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
23,160
shares
|
$1.89 Million
0.55% of portfolio
|
Q3 2024
Added 27.71%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
23,112
shares
|
$1.88 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
22,986
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2023
Reduced 11.82%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,900
shares
|
$1.87 Million
0.78% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
22,826
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
22,795
shares
|
$1.86 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.7%
|