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 |
|---|---|---|---|---|---|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
7,092
shares
|
$577,643
0.47% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,050
shares
|
$574,222
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,002
shares
|
$570,312
0.37% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
7,000
shares
|
$570,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
6,985
shares
|
$568,928
0.26% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
6,978
shares
|
$568,358
0.09% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
6,952
shares
|
$566,240
0.3% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,947
shares
|
$565,833
0.02% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
6,923
shares
|
$563,878
0.14% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,914
shares
|
$563,145
0.07% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
6,913
shares
|
$563,063
0.07% of portfolio
|
Q3 2024
Reduced 86.81%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,895
shares
|
$561,597
0.78% of portfolio
|
Q3 2022
Added 8.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,858
shares
|
$558,584
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,850
shares
|
$557,932
0.12% of portfolio
|
Q1 2023
Reduced 10.46%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
6,846
shares
|
$557,606
0.2% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,819
shares
|
$555,407
0.04% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,802
shares
|
$554,022
0.16% of portfolio
|
Q3 2024
Added 58.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,774
shares
|
$551,742
0.04% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,754
shares
|
$550,113
0.01% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
6,740
shares
|
$548,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
6,698
shares
|
$545,552
0.33% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,636
shares
|
$540,502
0.13% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,628
shares
|
$539,850
0.09% of portfolio
|
Q3 2024
Added 61.03%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
6,610
shares
|
$538,384
0.29% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
6,607
shares
|
$538,140
0.02% of portfolio
|
Q2 2024
New holding
|