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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
173
shares
|
$13,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
172
shares
|
$13,844
0.0% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
170
shares
|
$13,683
0.0% of portfolio
|
Q3 2024
Reduced 70.18%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
169
shares
|
$13,602
0.01% of portfolio
|
Q3 2024
Added 333.33%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
162
shares
|
$13,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
160
shares
|
$12,878
0.0% of portfolio
|
Q4 2023
Added 153.97%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
160
shares
|
$12,878
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
156
shares
|
$12,556
0.0% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
150
shares
|
$12,073
0.01% of portfolio
|
Q4 2023
Reduced 89.6%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
150
shares
|
$12,073
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$12,073
0.0% of portfolio
|
Q2 2023
Reduced 83.18%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
150
shares
|
$12,073
0.0% of portfolio
|
Q2 2023
Reduced 78.57%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
149
shares
|
$11,993
0.0% of portfolio
|
Q3 2024
Added 37.96%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
144
shares
|
$11,590
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
142
shares
|
$11,429
0.0% of portfolio
|
Q1 2024
Reduced 51.54%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
141
shares
|
$11,349
0.01% of portfolio
|
Q2 2022
Added 22.61%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
140
shares
|
$11,268
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
126
shares
|
$10,141
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
125
shares
|
$10,061
0.0% of portfolio
|
Q2 2023
Reduced 28.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
125
shares
|
$10,061
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
120
shares
|
$9,658
0.0% of portfolio
|
Q2 2024
Reduced 76.56%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
115
shares
|
$9,256
0.0% of portfolio
|
Q1 2024
Reduced 90.5%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
111
shares
|
$8,934
0.0% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
111
shares
|
$8,934
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
111
shares
|
$8,934
0.01% of portfolio
|
Q3 2024
New holding
|