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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
19,332
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
19,258
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
19,200
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 103.17%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
19,016
shares
|
$1.58 Million
0.23% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
18,939
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
18,784
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,742
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
18,667
shares
|
$1.55 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,606
shares
|
$1.54 Million
1.12% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
18,506
shares
|
$1.53 Million
0.38% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
18,492
shares
|
$1.53 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
18,465
shares
|
$1.53 Million
0.55% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
18,454
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,427
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
18,375
shares
|
$1.52 Million
0.98% of portfolio
|
Q3 2024
Added 23.14%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
18,336
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
18,069
shares
|
$1.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
18,008
shares
|
$1.49 Million
0.67% of portfolio
|
Q4 2023
Added 339.54%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
17,732
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
17,551
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2024
Added 44.61%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
17,497
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2024
Added 83.73%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,378
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,315
shares
|
$1.44 Million
0.16% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
17,279
shares
|
$1.43 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,172
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 6.76%
|