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 |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
9,943
shares
|
$809,857
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9,902
shares
|
$806,517
0.13% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
9,740
shares
|
$793,323
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
9,720
shares
|
$791,694
0.47% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,644
shares
|
$785,503
0.11% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
9,638
shares
|
$785,015
0.2% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
9,587
shares
|
$780,861
0.25% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
9,566
shares
|
$779,150
0.03% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
9,562
shares
|
$778,824
0.02% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
9,560
shares
|
$778,662
0.16% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
9,460
shares
|
$770,517
0.59% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
9,413
shares
|
$766,688
0.35% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
9,398
shares
|
$765,467
0.28% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,283
shares
|
$756,100
0.1% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
9,261
shares
|
$754,308
0.39% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,255
shares
|
$753,819
0.01% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
9,226
shares
|
$751,457
0.07% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,196
shares
|
$749,014
0.12% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
9,175
shares
|
$747,303
0.24% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,165
shares
|
$746,489
0.01% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
9,148
shares
|
$745,104
0.49% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
9,141
shares
|
$744,534
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$742,742
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,084
shares
|
$739,891
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
9,043
shares
|
$736,552
0.25% of portfolio
|
Q3 2024
Reduced 1.99%
|