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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
2,671
shares
|
$210,848
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,670
shares
|
$210,769
0.05% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,657
shares
|
$209,743
0.06% of portfolio
|
Q3 2024
Reduced 39.94%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
2,650
shares
|
$209,191
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,644
shares
|
$208,717
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,617
shares
|
$206,585
0.08% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,590
shares
|
$204,454
0.0% of portfolio
|
Q2 2024
Reduced 27.55%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,586
shares
|
$204,138
0.03% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
2,526
shares
|
$199,402
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$197,350
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
2,457
shares
|
$193,955
0.06% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,451
shares
|
$193,481
0.01% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,439
shares
|
$192,534
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,427
shares
|
$191,587
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,424
shares
|
$191,350
0.02% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,368
shares
|
$186,929
0.03% of portfolio
|
Q3 2024
Added 580.46%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
2,334
shares
|
$184,245
0.02% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,224
shares
|
$175,562
0.0% of portfolio
|
Q4 2024
Added 71.6%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,200
shares
|
$173,668
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
2,136
shares
|
$168,615
0.05% of portfolio
|
Q3 2023
Reduced 16.24%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
2,135
shares
|
$168,536
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,126
shares
|
$167,826
0.08% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,100
shares
|
$165,774
0.03% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$164,668
0.35% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
2,080
shares
|
$164,195
0.0% of portfolio
|
Q4 2024
Added 41.59%
|