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 |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
16,946
shares
|
$1.38 Million
0.9% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
16,726
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
16,715
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
16,705
shares
|
$1.36 Million
1.02% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
16,672
shares
|
$1.36 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
16,627
shares
|
$1.35 Million
0.79% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
16,593
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2024
Added 21.9%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
16,586
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
16,521
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
16,408
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
16,354
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Added 20.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
16,339
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
16,304
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
16,274
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
15,971
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
15,953
shares
|
$1.3 Million
0.25% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
15,874
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 279.31%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
15,835
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
15,663
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2024
Reduced 9.37%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,612
shares
|
$1.27 Million
0.44% of portfolio
|
Q4 2022
Reduced 98.58%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
15,575
shares
|
$1.27 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,316
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 58.44%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
15,285
shares
|
$1.24 Million
0.64% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
15,252
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
15,230
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.42%
|