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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,938
shares
|
$409,360
0.03% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,930
shares
|
$408,697
0.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,907
shares
|
$406,790
0.0% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,897
shares
|
$405,961
0.04% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,875
shares
|
$404,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
4,872
shares
|
$403,888
0.18% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,870
shares
|
$403,723
0.04% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,862
shares
|
$403,059
0.0% of portfolio
|
Q2 2023
Reduced 79.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,854
shares
|
$402,396
0.02% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,853
shares
|
$402,313
0.12% of portfolio
|
Q3 2024
Reduced 98.44%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,850
shares
|
$402,065
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,841
shares
|
$401,318
0.09% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,841
shares
|
$401,318
0.01% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
4,824
shares
|
$399,909
0.04% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
4,823
shares
|
$399,826
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,816
shares
|
$399,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
4,810
shares
|
$398,749
0.1% of portfolio
|
Q1 2024
Reduced 38.73%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
4,793
shares
|
$397,339
0.08% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
4,785
shares
|
$396,676
0.22% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
4,780
shares
|
$396,262
0.13% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
4,745
shares
|
$393,360
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,695
shares
|
$389,215
0.01% of portfolio
|
Q3 2024
Added 75.45%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
4,644
shares
|
$384,987
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,626
shares
|
$383,495
0.04% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,623
shares
|
$383,246
0.22% of portfolio
|
Q3 2024
Reduced 57.98%
|