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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
12,778
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
12,758
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Added 175.31%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
12,685
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,588
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,588
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,545
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,504
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
12,501
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
12,448
shares
|
$1.01 Million
0.54% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
12,421
shares
|
$1.01 Million
1.29% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
12,389
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
12,384
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
12,382
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
12,349
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
12,345
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
12,314
shares
|
$1 Million
0.08% of portfolio
|
Q3 2022
Added 167.87%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
12,230
shares
|
$996,133
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,194
shares
|
$993,201
0.02% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
12,137
shares
|
$988,558
0.09% of portfolio
|
Q2 2024
Reduced 76.74%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
12,127
shares
|
$987,744
0.08% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
12,033
shares
|
$980,087
0.12% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
12,002
shares
|
$977,562
1.13% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
11,999
shares
|
$977,318
1.9% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
11,970
shares
|
$974,956
0.17% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
11,923
shares
|
$971,128
0.02% of portfolio
|
Q3 2024
Added 57.32%
|