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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,596
shares
|
$374,344
0.31% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
4,596
shares
|
$374,344
0.0% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,567
shares
|
$371,982
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,525
shares
|
$368,561
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
4,500
shares
|
$366,525
0.4% of portfolio
|
Q4 2023
Reduced 19.18%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
4,465
shares
|
$363,674
0.09% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,453
shares
|
$362,696
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
4,444
shares
|
$361,963
0.14% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
4,439
shares
|
$361,556
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,438
shares
|
$361,475
0.03% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
4,417
shares
|
$359,764
0.1% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,394
shares
|
$357,891
0.11% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
4,385
shares
|
$357,158
0.29% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
4,365
shares
|
$355,529
0.05% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,315
shares
|
$351,456
0.01% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
4,310
shares
|
$351,049
0.18% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,293
shares
|
$349,664
0.01% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,271
shares
|
$347,872
0.02% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$344,044
0.03% of portfolio
|
Q3 2024
Reduced 34.28%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,201
shares
|
$342,171
0.02% of portfolio
|
Q3 2024
Added 27.26%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
4,200
shares
|
$342,090
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
4,200
shares
|
$342,090
0.12% of portfolio
|
Q2 2019
Reduced 10.64%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,188
shares
|
$341,112
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,186
shares
|
$340,949
0.03% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,175
shares
|
$340,053
0.22% of portfolio
|
Q3 2024
Added 2.45%
|