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 1,485 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 $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
90,110
shares
|
$7.47 Million
0.84% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
90,071
shares
|
$7.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
88,964
shares
|
$7.38 Million
0.36% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
88,355
shares
|
$7.33 Million
1.5% of portfolio
|
Q3 2024
Added 213.55%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
88,286
shares
|
$7.32 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
87,801
shares
|
$7.28 Million
0.57% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
87,432
shares
|
$7.25 Million
0.26% of portfolio
|
Q3 2024
Added 384.52%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
85,784
shares
|
$7.11 Million
3.71% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
85,753
shares
|
$7.11 Million
2.62% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
85,327
shares
|
$7.08 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
84,706
shares
|
$7.02 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
83,037
shares
|
$6.89 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Dupont Capital Management Corp
|
Oct 22, 2024 Q3 2024 |
82,891
shares
|
$6.87 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
81,967
shares
|
$6.8 Million
0.03% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
81,833
shares
|
$6.79 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
79,874
shares
|
$6.62 Million
0.93% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
79,827
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
79,745
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
79,668
shares
|
$6.61 Million
0.27% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
79,642
shares
|
$6.6 Million
0.2% of portfolio
|
Q3 2024
Added 118.22%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
78,980
shares
|
$6.55 Million
0.77% of portfolio
|
Q2 2022
Added 0.53%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
78,896
shares
|
$6.54 Million
1.78% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Vista Finance, LLC
|
Oct 25, 2024 Q3 2024 |
78,174
shares
|
$6.48 Million
10.81% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
77,517
shares
|
$6.43 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
77,139
shares
|
$6.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 36.78%
|