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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$63,152
0.0% of portfolio
|
Q4 2024
Added 39.13%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
800
shares
|
$63,152
0.05% of portfolio
|
Q4 2024
Reduced 88.65%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
785
shares
|
$61,967
0.04% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
777
shares
|
$61,336
0.01% of portfolio
|
Q2 2024
Added 119.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
759
shares
|
$59,915
0.0% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
750
shares
|
$59,205
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
730
shares
|
$57,626
0.01% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
719
shares
|
$56,757
0.02% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
699
shares
|
$55,179
0.03% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
689
shares
|
$54,389
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
670
shares
|
$52,889
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
669
shares
|
$52,810
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$52,495
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
640
shares
|
$50,521
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
628
shares
|
$49,574
0.04% of portfolio
|
Q1 2023
Reduced 9.12%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
625
shares
|
$49,337
0.01% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
625
shares
|
$49,337
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
623
shares
|
$49,179
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
616
shares
|
$48,627
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
600
shares
|
$47,364
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
575
shares
|
$45,390
0.0% of portfolio
|
Q1 2024
Reduced 84.4%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
574
shares
|
$45,311
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
565
shares
|
$44,601
0.03% of portfolio
|
Q2 2022
Reduced 34.68%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
545
shares
|
$43,022
0.01% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
543
shares
|
$42,864
0.01% of portfolio
|
Q4 2024
Reduced 16.46%
|