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 |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
127,725
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Added 102.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
127,482
shares
|
$10.3 Million
0.14% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
126,496
shares
|
$10.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
126,077
shares
|
$10.1 Million
2.44% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
125,243
shares
|
$10.1 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
124,720
shares
|
$10 Million
0.1% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
123,526
shares
|
$9.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
123,512
shares
|
$9.94 Million
1.16% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
121,129
shares
|
$9.75 Million
0.34% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
120,829
shares
|
$9.73 Million
0.88% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
120,170
shares
|
$9.67 Million
1.15% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
118,891
shares
|
$9.57 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
118,653
shares
|
$9.55 Million
0.21% of portfolio
|
Q2 2024
Added 87.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
117,507
shares
|
$9.46 Million
0.33% of portfolio
|
Q3 2022
Added 6.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
115,876
shares
|
$9.33 Million
0.29% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
115,868
shares
|
$9.33 Million
0.4% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
115,321
shares
|
$9.28 Million
0.06% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Myda Advisors LLC
Inwood, NY |
Nov 13, 2024 Q3 2024 |
115,000
shares
|
$9.26 Million
2.28% of portfolio
|
Q3 2024
Reduced 35.39%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
113,882
shares
|
$9.17 Million
2.85% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
111,680
shares
|
$8.99 Million
0.06% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
109,448
shares
|
$8.81 Million
2.08% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
107,903
shares
|
$8.69 Million
0.88% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
106,995
shares
|
$8.61 Million
1.14% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
106,625
shares
|
$8.58 Million
0.11% of portfolio
|
Q2 2024
Added 3.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
105,815
shares
|
$8.52 Million
0.32% of portfolio
|
Q3 2024
Added 3.9%
|