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 1,485 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 $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
499,928
shares
|
$41.5 Million
3.84% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
493,263
shares
|
$40.9 Million
0.07% of portfolio
|
Q3 2024
Added 29.62%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
450,000
shares
|
$37.3 Million
7.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
444,213
shares
|
$36.8 Million
0.06% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
442,043
shares
|
$36.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
440,465
shares
|
$36.5 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
438,216
shares
|
$36.3 Million
0.07% of portfolio
|
Q3 2024
Added 147.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
432,620
shares
|
$35.9 Million
0.79% of portfolio
|
Q3 2024
Added 1894.84%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
427,029
shares
|
$35.4 Million
0.71% of portfolio
|
Q3 2024
Added 23.04%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
420,900
shares
|
$34.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
415,206
shares
|
$34.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
392,127
shares
|
$32.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
386,760
shares
|
$32.1 Million
3.32% of portfolio
|
Q3 2024
Added 43.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
358,499
shares
|
$29.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
354,447
shares
|
$29.4 Million
0.27% of portfolio
|
Q3 2024
Added 184.76%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
352,019
shares
|
$29.2 Million
0.18% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
347,223
shares
|
$28.8 Million
2.99% of portfolio
|
Q3 2024
Added 52.28%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
344,873
shares
|
$28.6 Million
2.28% of portfolio
|
Q3 2024
Added 96.05%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
341,540
shares
|
$28.3 Million
0.12% of portfolio
|
Q3 2024
Added 1143.77%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
336,363
shares
|
$27.9 Million
0.41% of portfolio
|
Q3 2024
Reduced 65.32%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
332,051
shares
|
$27.5 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
330,238
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
319,777
shares
|
$26.5 Million
0.05% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
317,871
shares
|
$26.4 Million
6.61% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
305,433
shares
|
$25.3 Million
0.12% of portfolio
|
Q3 2023
New holding
|