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 |
|---|---|---|---|---|---|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
13,726
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
13,716
shares
|
$1.12 Million
0.77% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
13,616
shares
|
$1.11 Million
0.53% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
13,609
shares
|
$1.11 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
13,550
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 49.72%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
13,513
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2022
Added 163.36%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,478
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
13,477
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Added 167.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
13,460
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
13,384
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 97.58%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
13,303
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
13,140
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
13,031
shares
|
$1.06 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
13,021
shares
|
$1.06 Million
0.89% of portfolio
|
Q4 2022
Reduced 5.43%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
13,017
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 170.79%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
13,001
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
13,001
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,996
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.43%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
12,982
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,934
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
12,900
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
12,870
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
12,827
shares
|
$1.04 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
12,807
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
12,789
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.45%
|