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 1,552 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,671
shares
|
$763,428
0.42% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
9,590
shares
|
$757,034
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
9,577
shares
|
$756,008
0.43% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
9,558
shares
|
$754,508
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
9,437
shares
|
$744,956
0.02% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
9,389
shares
|
$741,167
0.54% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
9,364
shares
|
$739,194
0.02% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
9,283
shares
|
$732,800
0.1% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
9,228
shares
|
$728,458
0.11% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
9,226
shares
|
$728,300
0.06% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
9,198
shares
|
$726,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
9,143
shares
|
$721,748
0.33% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,119
shares
|
$719,853
0.04% of portfolio
|
Q4 2023
Added 18.46%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
8,970
shares
|
$708,091
0.18% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,955
shares
|
$706,907
0.45% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,938
shares
|
$705,565
0.03% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,912
shares
|
$703,513
0.06% of portfolio
|
Q4 2024
Reduced 66.24%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
8,902
shares
|
$702,723
0.23% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
8,900
shares
|
$702,566
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
8,894
shares
|
$702,092
0.22% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,868
shares
|
$700,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
8,862
shares
|
$699,566
0.65% of portfolio
|
Q4 2024
Added 47.7%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
8,829
shares
|
$696,961
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
8,745
shares
|
$690,330
0.18% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
8,723
shares
|
$688,593
0.4% of portfolio
|
Q4 2024
Added 2.67%
|