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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
20,847
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2024
Added 43.19%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
20,680
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
20,581
shares
|
$1.68 Million
0.21% of portfolio
|
Q3 2024
Added 126.89%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
20,581
shares
|
$1.68 Million
0.63% of portfolio
|
Q3 2024
Added 45.39%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
20,536
shares
|
$1.67 Million
0.53% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
20,533
shares
|
$1.67 Million
0.17% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
20,531
shares
|
$1.67 Million
0.74% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,528
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2023
Reduced 12.95%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
20,464
shares
|
$1.67 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
20,445
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
20,405
shares
|
$1.66 Million
0.2% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
20,329
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
20,290
shares
|
$1.65 Million
0.76% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
20,274
shares
|
$1.65 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
20,224
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
20,192
shares
|
$1.64 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
20,063
shares
|
$1.63 Million
0.31% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
19,963
shares
|
$1.63 Million
0.95% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
19,904
shares
|
$1.62 Million
0.57% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
19,843
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
19,772
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
19,706
shares
|
$1.61 Million
0.41% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,680
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,411
shares
|
$1.58 Million
0.59% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
19,332
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.98%
|