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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,171
shares
|
$339,727
0.01% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
4,156
shares
|
$338,506
0.23% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,156
shares
|
$338,506
0.27% of portfolio
|
Q3 2024
Reduced 45.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,151
shares
|
$338,098
0.05% of portfolio
|
Q3 2024
Added 57.71%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,122
shares
|
$335,736
0.13% of portfolio
|
Q3 2024
Reduced 45.88%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,113
shares
|
$335,003
0.09% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
4,102
shares
|
$334,107
0.07% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
4,054
shares
|
$330,198
0.14% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,050
shares
|
$329,872
0.03% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
4,050
shares
|
$329,872
0.11% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,042
shares
|
$329,220
0.04% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
4,008
shares
|
$326,451
0.21% of portfolio
|
Q2 2024
Reduced 17.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,004
shares
|
$326,125
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$325,800
0.18% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,991
shares
|
$325,066
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,966
shares
|
$323,030
0.01% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
3,953
shares
|
$321,971
0.12% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,944
shares
|
$321,238
0.31% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,934
shares
|
$320,424
0.0% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$317,655
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
3,900
shares
|
$317,655
0.2% of portfolio
|
Q4 2023
Reduced 3.85%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,888
shares
|
$316,677
0.25% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
3,871
shares
|
$315,292
0.03% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
3,865
shares
|
$314,804
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
3,861
shares
|
$314,478
0.04% of portfolio
|
Q3 2024
Added 0.03%
|