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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
5,231
shares
|
$426,064
0.02% of portfolio
|
Q3 2024
Added 36.37%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,214
shares
|
$424,680
0.04% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
5,187
shares
|
$422,481
0.1% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,166
shares
|
$420,770
0.01% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
5,166
shares
|
$420,770
0.22% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
5,155
shares
|
$419,874
0.03% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
5,148
shares
|
$419,304
0.27% of portfolio
|
Q3 2024
Reduced 62.6%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,148
shares
|
$419,304
0.2% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
5,115
shares
|
$416,616
0.19% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,110
shares
|
$416,209
0.16% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
5,109
shares
|
$416,128
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,105
shares
|
$415,802
0.06% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,095
shares
|
$414,987
0.06% of portfolio
|
Q4 2022
Reduced 35.38%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$414,417
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5,072
shares
|
$413,114
0.29% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,062
shares
|
$412,299
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
5,020
shares
|
$408,879
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
5,016
shares
|
$408,553
0.01% of portfolio
|
Q1 2023
Reduced 21.82%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,010
shares
|
$408,064
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,003
shares
|
$407,494
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,998
shares
|
$407,087
0.09% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,995
shares
|
$406,842
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
4,995
shares
|
$406,842
0.05% of portfolio
|
Q3 2024
Reduced 37.64%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,992
shares
|
$406,598
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$402,200
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|