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 1,552 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,031
shares
|
$318,207
0.03% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,999
shares
|
$315,681
0.06% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,991
shares
|
$315,049
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,968
shares
|
$313,233
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,966
shares
|
$313,076
0.01% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
3,944
shares
|
$311,339
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
3,918
shares
|
$309,286
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,885
shares
|
$306,681
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
3,870
shares
|
$305,497
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
3,865
shares
|
$305,103
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
3,861
shares
|
$304,787
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
3,845
shares
|
$303,524
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
3,844
shares
|
$303,445
0.02% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,829
shares
|
$302,261
0.08% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
3,823
shares
|
$301,787
0.01% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,821
shares
|
$301,629
0.04% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
3,818
shares
|
$301,392
0.14% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,807
shares
|
$300,524
0.41% of portfolio
|
Q4 2022
Reduced 6.0%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,790
shares
|
$299,182
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,787
shares
|
$298,945
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,784
shares
|
$298,708
0.17% of portfolio
|
Q4 2024
Reduced 18.15%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
3,728
shares
|
$294,288
0.02% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,727
shares
|
$294,209
0.09% of portfolio
|
Q4 2024
Added 53.94%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
3,716
shares
|
$293,341
0.1% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
3,688
shares
|
$291,130
0.01% of portfolio
|
Q4 2024
Reduced 3.43%
|