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 $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,211
shares
|
$177,963
0.0% of portfolio
|
Q2 2024
Added 62.69%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
2,201
shares
|
$177,158
0.19% of portfolio
|
Q3 2024
Added 1460.99%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,200
shares
|
$177,078
0.04% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,147
shares
|
$172,812
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,136
shares
|
$171,926
0.05% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,132
shares
|
$171,604
0.02% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
2,121
shares
|
$170,719
0.08% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,100
shares
|
$169,029
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,069
shares
|
$166,533
0.41% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
2,046
shares
|
$164,682
0.11% of portfolio
|
Q3 2024
Reduced 57.02%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
2,040
shares
|
$164,199
0.01% of portfolio
|
Q4 2023
Added 36.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,014
shares
|
$162,106
0.08% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,013
shares
|
$162,026
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,000
shares
|
$160,980
0.11% of portfolio
|
Q1 2018
Added 76.06%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$160,980
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,000
shares
|
$160,980
0.04% of portfolio
|
Q2 2021
Reduced 5.21%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
2,000
shares
|
$160,980
0.01% of portfolio
|
Q3 2023
Reduced 11.66%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,954
shares
|
$157,277
0.04% of portfolio
|
Q3 2023
Added 0.72%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,939
shares
|
$156,070
0.14% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
1,907
shares
|
$153,494
0.05% of portfolio
|
Q2 2023
Reduced 16.05%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$152,931
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,829
shares
|
$147,216
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,821
shares
|
$146,572
0.0% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
1,714
shares
|
$137,959
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
1,660
shares
|
$133,613
0.05% of portfolio
|
Q3 2024
New holding
|