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 $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,876
shares
|
$487,120
0.01% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
5,876
shares
|
$487,120
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
5,869
shares
|
$486,540
0.24% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
5,814
shares
|
$481,980
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
5,797
shares
|
$480,571
0.18% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,786
shares
|
$479,659
0.23% of portfolio
|
Q3 2024
Added 45.85%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
5,776
shares
|
$478,830
0.05% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,746
shares
|
$476,343
0.08% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,740
shares
|
$475,846
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
5,727
shares
|
$474,768
0.09% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
5,720
shares
|
$474,188
0.27% of portfolio
|
Q3 2024
Reduced 25.97%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
5,700
shares
|
$472,530
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
5,676
shares
|
$470,540
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,661
shares
|
$469,296
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,600
shares
|
$464,240
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
5,592
shares
|
$463,576
0.03% of portfolio
|
Q1 2024
Added 2.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
5,585
shares
|
$462,996
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,566
shares
|
$461,421
0.01% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
5,494
shares
|
$455,452
0.04% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
5,456
shares
|
$452,302
0.16% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,451
shares
|
$451,887
0.01% of portfolio
|
Q1 2024
Added 57.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,445
shares
|
$451,390
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,405
shares
|
$448,074
0.3% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,368
shares
|
$445,007
0.1% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,365
shares
|
$444,758
0.4% of portfolio
|
Q3 2024
New holding
|