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 1,539 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,328
shares
|
$896,044
0.12% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,255
shares
|
$890,270
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,236
shares
|
$888,767
0.06% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
11,193
shares
|
$885,366
0.4% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
11,085
shares
|
$876,823
0.07% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
11,000
shares
|
$870,099
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$870,099
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
10,983
shares
|
$868,755
0.25% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,953
shares
|
$866,382
0.0% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
10,919
shares
|
$863,692
0.32% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
10,830
shares
|
$856,652
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
10,775
shares
|
$852,302
0.41% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,725
shares
|
$848,347
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
10,700
shares
|
$846,369
0.04% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,698
shares
|
$846,211
0.09% of portfolio
|
Q3 2022
Reduced 30.21%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
10,689
shares
|
$845,499
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
10,670
shares
|
$843,996
0.26% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
10,648
shares
|
$842,256
0.55% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
10,579
shares
|
$836,798
0.03% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
10,560
shares
|
$835,295
0.01% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
10,553
shares
|
$834,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$834,109
0.1% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
10,517
shares
|
$831,894
0.15% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,510
shares
|
$831,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,504
shares
|
$830,866
0.05% of portfolio
|
Q4 2024
Added 11.14%
|