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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
104,833
shares
|
$8.54 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
103,875
shares
|
$8.46 Million
0.02% of portfolio
|
Q3 2024
Added 58.5%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
103,838
shares
|
$8.46 Million
2.35% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
103,426
shares
|
$8.42 Million
0.52% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
103,156
shares
|
$8.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
102,642
shares
|
$8.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
102,586
shares
|
$8.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
102,502
shares
|
$8.35 Million
0.08% of portfolio
|
Q3 2024
Added 401.87%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
100,412
shares
|
$8.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
99,071
shares
|
$8.07 Million
0.67% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
98,659
shares
|
$8.04 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
97,752
shares
|
$7.96 Million
1.7% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
96,354
shares
|
$7.85 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
96,294
shares
|
$7.84 Million
0.58% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sourcerock Group LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
94,255
shares
|
$7.68 Million
0.7% of portfolio
|
Q2 2024
Reduced 13.27%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
94,255
shares
|
$7.68 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
93,410
shares
|
$7.61 Million
6.5% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
92,874
shares
|
$7.56 Million
0.11% of portfolio
|
Q3 2024
Added 910.16%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
92,671
shares
|
$7.55 Million
1.2% of portfolio
|
Q3 2024
Added 23.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
92,584
shares
|
$7.54 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
92,314
shares
|
$7.52 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
91,933
shares
|
$7.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
91,648
shares
|
$7.46 Million
0.25% of portfolio
|
Q2 2020
Added 5.45%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
90,606
shares
|
$7.38 Million
3.13% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
90,110
shares
|
$7.34 Million
0.84% of portfolio
|
Q3 2024
Added 16.78%
|