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 |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,800
shares
|
$635,310
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,795
shares
|
$634,902
0.19% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
7,692
shares
|
$626,513
0.05% of portfolio
|
Q3 2024
Added 54.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,638
shares
|
$622,115
0.09% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
7,627
shares
|
$621,219
0.58% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,577
shares
|
$617,146
0.01% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,526
shares
|
$612,992
0.05% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
7,516
shares
|
$612,178
0.41% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$610,875
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
7,495
shares
|
$610,467
0.03% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,494
shares
|
$610,386
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
7,476
shares
|
$608,920
0.13% of portfolio
|
Q3 2024
Reduced 39.08%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
7,386
shares
|
$601,589
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
7,377
shares
|
$600,856
0.18% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,346
shares
|
$598,331
0.0% of portfolio
|
Q3 2024
Added 34.27%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
7,317
shares
|
$595,969
0.14% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,303
shares
|
$594,829
0.21% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
7,247
shares
|
$590,268
0.01% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
7,198
shares
|
$586,277
0.15% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
7,157
shares
|
$582,937
0.09% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
7,152
shares
|
$582,530
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,137
shares
|
$581,308
0.4% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,136
shares
|
$581,227
0.06% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
7,120
shares
|
$579,924
0.03% of portfolio
|
Q2 2024
Added 15.58%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
7,093
shares
|
$577,724
0.04% of portfolio
|
Q3 2024
Added 878.34%
|