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 1,573 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
69,495
shares
|
$5.48 Million
2.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
69,228
shares
|
$5.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
69,197
shares
|
$5.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
68,586
shares
|
$5.41 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
68,168
shares
|
$5.38 Million
2.44% of portfolio
|
Q1 2025
Added 24.07%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,155
shares
|
$5.38 Million
0.47% of portfolio
|
Q4 2022
Added 9.02%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
68,086
shares
|
$5.37 Million
5.24% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
68,036
shares
|
$5.37 Million
0.45% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
67,923
shares
|
$5.36 Million
2.07% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
67,889
shares
|
$5.36 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
66,763
shares
|
$5.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
66,554
shares
|
$5.25 Million
3.62% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
65,384
shares
|
$5.16 Million
0.19% of portfolio
|
Q1 2025
Added 25.81%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
65,168
shares
|
$5.14 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Granby Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
65,000
shares
|
$5.13 Million
2.55% of portfolio
|
Q2 2024
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,953
shares
|
$5.12 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
64,754
shares
|
$5.11 Million
9.25% of portfolio
|
Q4 2023
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
64,332
shares
|
$5.08 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
64,265
shares
|
$5.07 Million
1.37% of portfolio
|
Q1 2024
New holding
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
63,187
shares
|
$4.99 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
62,674
shares
|
$4.94 Million
1.25% of portfolio
|
Q1 2025
Added 140.78%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
62,324
shares
|
$4.92 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
62,180
shares
|
$4.91 Million
0.27% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
62,120
shares
|
$4.9 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
61,831
shares
|
$4.88 Million
0.02% of portfolio
|
Q1 2025
Added 13.77%
|