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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,366
shares
|
$693,541
0.03% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
8,338
shares
|
$691,220
0.2% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8,259
shares
|
$684,671
0.05% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
8,255
shares
|
$684,339
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
8,180
shares
|
$678,122
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
8,177
shares
|
$677,873
0.46% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
8,170
shares
|
$677,293
0.38% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
8,133
shares
|
$674,225
0.06% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,085
shares
|
$670,246
0.19% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,081
shares
|
$669,914
0.4% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,080
shares
|
$669,832
0.37% of portfolio
|
Q1 2023
Added 2.66%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,066
shares
|
$668,671
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
8,040
shares
|
$666,516
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
8,031
shares
|
$665,769
0.43% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
8,014
shares
|
$664,360
0.27% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
8,008
shares
|
$663,863
0.35% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
8,001
shares
|
$663,282
0.33% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
8,000
shares
|
$663,200
0.47% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
7,995
shares
|
$662,785
0.19% of portfolio
|
Q3 2024
Added 27.41%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
7,989
shares
|
$662,288
0.54% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,888
shares
|
$653,915
0.19% of portfolio
|
Q3 2024
Reduced 30.9%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
7,881
shares
|
$653,334
0.04% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
7,875
shares
|
$652,837
0.27% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,851
shares
|
$650,847
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
7,844
shares
|
$650,267
1.2% of portfolio
|
Q3 2022
Added 104.06%
|