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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
256
shares
|
$20,605
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
253
shares
|
$20,363
0.0% of portfolio
|
Q2 2024
Reduced 88.32%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
249
shares
|
$20,042
0.01% of portfolio
|
Q3 2024
Reduced 58.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
242
shares
|
$19,478
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
241
shares
|
$19,398
0.0% of portfolio
|
Q3 2024
Added 40.12%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
240
shares
|
$19,317
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$18,673
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
231
shares
|
$18,593
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
229
shares
|
$18,432
0.01% of portfolio
|
Q4 2022
Reduced 93.96%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
225
shares
|
$18,110
0.0% of portfolio
|
Q3 2024
Reduced 62.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
215
shares
|
$17,305
0.0% of portfolio
|
Q3 2023
Reduced 16.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
213
shares
|
$17,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
205
shares
|
$16,500
0.0% of portfolio
|
Q3 2024
Added 95.24%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
200
shares
|
$16,097
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$16,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
200
shares
|
$16,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
200
shares
|
$16,097
0.01% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
199
shares
|
$16,017
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
196
shares
|
$15,776
0.0% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
195
shares
|
$15,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
183
shares
|
$14,729
0.0% of portfolio
|
Q4 2022
Added 35.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
182
shares
|
$14,649
0.01% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
180
shares
|
$14,488
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
180
shares
|
$14,488
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
176
shares
|
$14,166
0.01% of portfolio
|
Q4 2023
New holding
|