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 1,487 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
159,272
shares
|
$12.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
157,409
shares
|
$12.3 Million
3.49% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
154,795
shares
|
$12.1 Million
6.37% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
154,427
shares
|
$12 Million
4.89% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
153,610
shares
|
$12 Million
1.32% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
152,795
shares
|
$11.9 Million
1.38% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
151,672
shares
|
$11.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
150,024
shares
|
$11.7 Million
0.49% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
148,909
shares
|
$11.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
147,529
shares
|
$11.5 Million
0.77% of portfolio
|
Q3 2024
Added 350.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
146,148
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
145,327
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
144,463
shares
|
$11.3 Million
0.94% of portfolio
|
Q4 2024
Added 21.51%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
143,200
shares
|
$11.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
141,660
shares
|
$11 Million
3.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
140,857
shares
|
$11 Million
0.04% of portfolio
|
Q3 2024
Reduced 66.83%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
135,394
shares
|
$10.5 Million
0.81% of portfolio
|
Q2 2022
Added 13.25%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
135,375
shares
|
$10.5 Million
0.08% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
131,791
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 504.55%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
127,725
shares
|
$9.95 Million
0.04% of portfolio
|
Q3 2024
Added 102.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
127,482
shares
|
$9.93 Million
0.14% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
126,496
shares
|
$9.85 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
126,077
shares
|
$9.82 Million
2.44% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
125,243
shares
|
$9.75 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
124,720
shares
|
$9.71 Million
0.1% of portfolio
|
Q3 2024
Added 6.69%
|