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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
797
shares
|
$64,150
0.02% of portfolio
|
Q2 2024
Reduced 14.02%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
785
shares
|
$63,184
0.04% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
779
shares
|
$62,701
0.04% of portfolio
|
Q3 2024
Added 52.15%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
777
shares
|
$62,540
0.01% of portfolio
|
Q2 2024
Added 119.49%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
736
shares
|
$59,240
0.02% of portfolio
|
Q4 2023
Reduced 70.55%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
730
shares
|
$58,757
0.01% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
681
shares
|
$54,813
0.03% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$53,525
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
650
shares
|
$52,318
0.02% of portfolio
|
Q3 2024
Added 49.08%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
628
shares
|
$50,547
0.05% of portfolio
|
Q1 2023
Reduced 9.12%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
623
shares
|
$50,145
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
616
shares
|
$49,581
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
600
shares
|
$48,294
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
600
shares
|
$48,294
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
575
shares
|
$46,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
575
shares
|
$46,281
0.0% of portfolio
|
Q1 2024
Reduced 84.4%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
565
shares
|
$45,476
0.03% of portfolio
|
Q2 2022
Reduced 34.68%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
565
shares
|
$45,476
0.02% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
545
shares
|
$43,867
0.02% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
536
shares
|
$43,142
0.0% of portfolio
|
Q2 2023
Reduced 12.85%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
530
shares
|
$42,659
0.03% of portfolio
|
Q3 2024
Reduced 91.15%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
519
shares
|
$41,774
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
518
shares
|
$41,693
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
504
shares
|
$40,566
0.0% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
503
shares
|
$40,486
0.01% of portfolio
|
Q3 2024
Reduced 17.0%
|