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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
11,923
shares
|
$988,416
0.02% of portfolio
|
Q3 2024
Added 57.32%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
11,838
shares
|
$981,370
0.83% of portfolio
|
Q3 2024
Added 68.99%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
11,835
shares
|
$981,121
0.36% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
11,822
shares
|
$980,043
0.09% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,798
shares
|
$978,054
0.14% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
11,789
shares
|
$977,308
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
11,767
shares
|
$975,484
0.2% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,618
shares
|
$963,132
0.05% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,588
shares
|
$960,645
0.0% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
11,572
shares
|
$959,318
0.15% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,539
shares
|
$956,583
0.04% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
11,483
shares
|
$951,940
0.54% of portfolio
|
Q3 2024
Added 75.37%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
11,433
shares
|
$947,795
0.27% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
11,348
shares
|
$940,749
0.31% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
11,334
shares
|
$939,588
0.58% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,328
shares
|
$939,091
0.12% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
11,297
shares
|
$936,521
0.04% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,236
shares
|
$931,464
0.06% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,986
shares
|
$910,739
0.2% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
10,965
shares
|
$908,998
0.48% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
10,956
shares
|
$908,252
0.04% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
10,929
shares
|
$906,014
0.05% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
10,920
shares
|
$905,268
0.26% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,846
shares
|
$899,133
0.41% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
10,830
shares
|
$897,807
0.86% of portfolio
|
Q3 2024
New holding
|