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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
15,230
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
15,229
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2024
Added 116.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
15,177
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
15,177
shares
|
$1.24 Million
0.85% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,149
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
15,122
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2024
Added 53.37%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
15,034
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
15,031
shares
|
$1.22 Million
0.52% of portfolio
|
Q3 2024
Added 40.19%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,991
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
14,981
shares
|
$1.22 Million
0.91% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
14,889
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Added 71.45%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
14,796
shares
|
$1.21 Million
0.69% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
14,744
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
14,643
shares
|
$1.19 Million
0.6% of portfolio
|
Q3 2024
Added 28.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
14,493
shares
|
$1.18 Million
0.52% of portfolio
|
Q4 2023
Added 52.59%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
14,486
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Reduced 54.1%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
14,306
shares
|
$1.17 Million
0.58% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,304
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
14,272
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,247
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2023
Reduced 15.08%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,199
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
14,182
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
14,137
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2024
Added 135.19%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
14,066
shares
|
$1.15 Million
0.58% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
14,031
shares
|
$1.14 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.79%
|