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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,048
shares
|
$248,259
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
3,048
shares
|
$248,259
0.04% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
3,046
shares
|
$248,096
0.07% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,043
shares
|
$247,852
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,032
shares
|
$246,956
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
3,032
shares
|
$246,956
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,003
shares
|
$244,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
3,000
shares
|
$244,350
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$244,350
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$244,350
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
2,995
shares
|
$243,942
0.1% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,966
shares
|
$241,580
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
2,938
shares
|
$239,300
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,937
shares
|
$239,218
0.08% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
2,933
shares
|
$238,892
0.06% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
2,917
shares
|
$237,589
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
2,911
shares
|
$237,100
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,908
shares
|
$236,856
0.02% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
2,907
shares
|
$236,775
0.01% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2,900
shares
|
$236,205
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,900
shares
|
$236,205
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
2,892
shares
|
$235,553
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,866
shares
|
$233,435
0.0% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
2,862
shares
|
$233,109
0.04% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,861
shares
|
$233,028
0.05% of portfolio
|
Q3 2024
New holding
|