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 |
|---|---|---|---|---|---|
|
Valence8 Us LP
Cambridge, MA |
May 12, 2025 Q1 2025 |
52,514
shares
|
$4.14 Million
1.94% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
52,339
shares
|
$4.13 Million
1.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
52,197
shares
|
$4.12 Million
0.3% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
52,187
shares
|
$4.12 Million
0.0% of portfolio
|
Q1 2025
Added 53.08%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
52,135
shares
|
$4.11 Million
0.59% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
52,076
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
51,924
shares
|
$4.1 Million
0.45% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
51,682
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
50,964
shares
|
$4.02 Million
0.34% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
50,948
shares
|
$4.02 Million
0.53% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
50,713
shares
|
$4 Million
4.51% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
50,553
shares
|
$3.99 Million
0.03% of portfolio
|
Q1 2025
Added 26.57%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
50,284
shares
|
$3.97 Million
0.23% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
50,253
shares
|
$3.96 Million
2.49% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
50,252
shares
|
$3.96 Million
0.19% of portfolio
|
Q1 2025
Added 194.82%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
50,193
shares
|
$3.96 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
50,141
shares
|
$3.96 Million
0.08% of portfolio
|
Q1 2025
Added 40.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
49,628
shares
|
$3.92 Million
0.19% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
49,004
shares
|
$3.87 Million
0.06% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
48,991
shares
|
$3.87 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
48,958
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,892
shares
|
$3.86 Million
0.09% of portfolio
|
Q3 2022
Added 130.55%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
48,615
shares
|
$3.84 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
48,563
shares
|
$3.83 Million
1.87% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
48,452
shares
|
$3.82 Million
0.72% of portfolio
|
Q1 2025
New holding
|