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 160 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
298,923
shares
|
$22.9 Million
1.42% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
287,576
shares
|
$22.1 Million
0.08% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
285,784
shares
|
$21.9 Million
0.05% of portfolio
|
Q3 2023
Added 92.83%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
279,891
shares
|
$21.5 Million
7.14% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
278,495
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
278,046
shares
|
$21.3 Million
3.13% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
275,493
shares
|
$21.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 82.13%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
266,696
shares
|
$20.5 Million
0.61% of portfolio
|
Q3 2024
Added 3723.05%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
264,259
shares
|
$20.3 Million
1.63% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
260,366
shares
|
$20 Million
0.1% of portfolio
|
Q3 2024
Added 1211.14%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
255,108
shares
|
$19.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
249,613
shares
|
$19.2 Million
0.37% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
249,500
shares
|
$19.1 Million
3.61% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
244,349
shares
|
$18.8 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
240,852
shares
|
$18.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 81.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
238,924
shares
|
$18.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
234,400
shares
|
$18 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
227,537
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
224,320
shares
|
$17.2 Million
0.08% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
212,491
shares
|
$16.3 Million
1.62% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
211,690
shares
|
$16.2 Million
0.05% of portfolio
|
Q3 2024
Added 196.48%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
211,643
shares
|
$16.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 48.7%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
208,306
shares
|
$16 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
207,609
shares
|
$15.9 Million
3.1% of portfolio
|
Q3 2024
Added 103.12%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
203,142
shares
|
$15.6 Million
4.38% of portfolio
|
Q3 2024
Added 14.93%
|