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 1,486 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
65,630
shares
|
$5.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 78.06%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
65,000
shares
|
$5.05 Million
2.73% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
64,991
shares
|
$5.05 Million
0.41% of portfolio
|
Q3 2024
Reduced 50.96%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
64,849
shares
|
$5.03 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
64,754
shares
|
$5.03 Million
9.25% of portfolio
|
Q4 2023
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
64,664
shares
|
$5.02 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
64,317
shares
|
$4.99 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
64,265
shares
|
$4.99 Million
1.37% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
63,463
shares
|
$4.93 Million
1.58% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
63,346
shares
|
$4.92 Million
0.23% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
63,114
shares
|
$4.9 Million
0.62% of portfolio
|
Q3 2024
Added 46.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
62,519
shares
|
$4.85 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
62,396
shares
|
$4.84 Million
1.41% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
62,313
shares
|
$4.84 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
62,262
shares
|
$4.83 Million
0.19% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,183
shares
|
$4.83 Million
0.15% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
61,647
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2024
Added 276.31%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
61,643
shares
|
$4.79 Million
0.41% of portfolio
|
Q3 2024
Added 70.4%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
61,637
shares
|
$4.79 Million
0.34% of portfolio
|
Q3 2024
Added 560.63%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
60,799
shares
|
$4.72 Million
2.79% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
60,590
shares
|
$4.7 Million
0.08% of portfolio
|
Q3 2024
Added 344.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
60,454
shares
|
$4.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60,341
shares
|
$4.68 Million
1.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
60,174
shares
|
$4.67 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
59,945
shares
|
$4.65 Million
3.57% of portfolio
|
Q3 2024
Reduced 4.76%
|