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 $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
110
shares
|
$8,959
0.01% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
101
shares
|
$8,226
0.0% of portfolio
|
Q2 2022
Reduced 96.55%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$8,145
0.0% of portfolio
|
Q1 2024
Reduced 92.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$8,145
0.0% of portfolio
|
Q1 2022
Reduced 74.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
98
shares
|
$7,982
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
98
shares
|
$7,982
0.0% of portfolio
|
Q3 2024
Added 2350.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
92
shares
|
$7,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
92
shares
|
$7,493
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
85
shares
|
$6,923
0.01% of portfolio
|
Q3 2022
Reduced 99.23%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$6,841
0.0% of portfolio
|
Q3 2023
Reduced 65.29%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$6,516
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
78
shares
|
$6,353
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
75
shares
|
$6,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
71
shares
|
$5,782
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
69
shares
|
$5,620
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
64
shares
|
$5,212
0.0% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
63
shares
|
$5,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$4,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
50
shares
|
$4,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
49
shares
|
$3,991
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
46
shares
|
$3,746
0.0% of portfolio
|
Q2 2024
Added 12.2%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
45
shares
|
$3,665
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
45
shares
|
$3,665
0.0% of portfolio
|
Q3 2024
Reduced 70.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
40
shares
|
$3,258
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
38
shares
|
$3,095
0.0% of portfolio
|
Q2 2024
Added 322.22%
|