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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,250
shares
|
$264,712
0.22% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
3,234
shares
|
$263,409
0.1% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,208
shares
|
$261,291
0.03% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
3,205
shares
|
$261,047
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,198
shares
|
$260,477
0.01% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
3,186
shares
|
$259,499
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,178
shares
|
$258,848
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,150
shares
|
$256,567
0.02% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$256,567
0.04% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,147
shares
|
$256,323
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
3,139
shares
|
$255,671
0.13% of portfolio
|
Q3 2024
Reduced 51.03%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
3,135
shares
|
$255,345
0.12% of portfolio
|
Q3 2024
Reduced 85.26%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,115
shares
|
$253,716
0.08% of portfolio
|
Q1 2024
Reduced 85.89%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,115
shares
|
$253,716
0.34% of portfolio
|
Q3 2022
Reduced 6.03%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,109
shares
|
$253,228
0.22% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,107
shares
|
$253,065
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
3,107
shares
|
$253,065
0.12% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,096
shares
|
$252,169
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,093
shares
|
$251,924
0.07% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,080
shares
|
$250,866
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
3,078
shares
|
$250,703
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,065
shares
|
$249,644
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
3,062
shares
|
$249,399
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,060
shares
|
$249,237
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
3,054
shares
|
$248,748
0.01% of portfolio
|
Q3 2022
New holding
|