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 1,565 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
61,815
shares
|
$4.88 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
61,362
shares
|
$4.84 Million
1.26% of portfolio
|
Q4 2024
Added 92.94%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
61,000
shares
|
$4.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 49.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
60,799
shares
|
$4.8 Million
2.79% of portfolio
|
Q2 2022
Added 3.61%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60,341
shares
|
$4.76 Million
1.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
60,119
shares
|
$4.74 Million
1.17% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
60,065
shares
|
$4.74 Million
0.71% of portfolio
|
Q1 2025
Added 52.71%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
58,943
shares
|
$4.65 Million
0.36% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
58,915
shares
|
$4.65 Million
0.15% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
58,048
shares
|
$4.58 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
57,899
shares
|
$4.57 Million
2.67% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
57,031
shares
|
$4.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
56,970
shares
|
$4.49 Million
0.37% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
56,061
shares
|
$4.42 Million
0.38% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
55,288
shares
|
$4.36 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
55,272
shares
|
$4.36 Million
0.3% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
54,540
shares
|
$4.3 Million
4.64% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
54,363
shares
|
$4.29 Million
0.27% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
54,343
shares
|
$4.29 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
54,117
shares
|
$4.27 Million
2.66% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
53,995
shares
|
$4.26 Million
1.62% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
53,986
shares
|
$4.26 Million
0.23% of portfolio
|
Q1 2025
Added 1529.03%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
53,705
shares
|
$4.24 Million
1.37% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
53,148
shares
|
$4.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 84.15%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
52,840
shares
|
$4.17 Million
0.06% of portfolio
|
Q1 2025
Added 24.47%
|