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 |
|---|---|---|---|---|---|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
6,600
shares
|
$537,570
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
6,555
shares
|
$533,904
0.1% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,500
shares
|
$529,425
0.16% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
6,500
shares
|
$529,425
4.23% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
6,419
shares
|
$522,827
0.05% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
6,340
shares
|
$516,393
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
6,319
shares
|
$514,682
0.06% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
6,284
shares
|
$511,831
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
6,275
shares
|
$511,098
0.01% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,177
shares
|
$503,116
0.25% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
6,107
shares
|
$497,415
0.01% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
6,083
shares
|
$495,460
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,079
shares
|
$495,134
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
6,065
shares
|
$493,994
0.24% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,062
shares
|
$493,749
0.09% of portfolio
|
Q4 2022
Reduced 14.58%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,062
shares
|
$493,749
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,034
shares
|
$491,469
0.0% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,021
shares
|
$490,410
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
6,010
shares
|
$489,514
0.96% of portfolio
|
Q3 2022
Reduced 11.93%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
6,000
shares
|
$488,700
0.46% of portfolio
|
Q3 2022
Reduced 21.73%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$488,700
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
5,970
shares
|
$486,256
0.08% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,968
shares
|
$486,093
0.15% of portfolio
|
Q3 2024
Reduced 37.53%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
5,953
shares
|
$484,871
0.18% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,876
shares
|
$478,600
0.01% of portfolio
|
Q3 2024
Added 12.05%
|